I was wondering if any note investors can recommend a real estate-focused CPA that understands note investing.
Thank you in advance,
Thank you for the lead, Dave.
Sure thing, Neil. Happy to help. Feel free to PM if you need anything else.
Have you looked into investing in notes through a retirement account?
Investing in notes generates interest income which is not offered any preferential tax rates.
If you decide to invest in notes personally - you may subject you to state taxation in the state that you invest in and an additional state tax return.
Let me know if you have any other questions.