All Forum Posts by: Richie Stephenson
Richie Stephenson has started 1 posts and replied 2 times.
Post: Pittsburgh REIA Commercial Real Estate Group Meeting

- Accountant
- Pittsburgh, PA
- Posts 2
- Votes 1
Looking forward to speaking to the Pittsburgh REIA CRE Group as always!
Originally posted by @Paolo Agostinelli:
The next Pittsburgh REIA Commercial Real Estate Group Meeting will be Tuesday, December 8th @ 6:30PM. Video and call in instructions are located at the end of this invite.
Louis Plung and Company CPAs, Richie Stephenson, Brandon Bupp, and Scott Blatchford will speak to the group about “Accounting and Legal Considerations for Syndications and JVs” – How to best structure your deals from both a tax and legal perspective (especially when using other people’s money (OPM). They will also review some pretty significant new rules related to accredited investors.
Some investors struggle with deal structure and since each deal is unique, and we all need to understand how to structure better deals to take advantage of opportunities anytime they present themselves. This is a timely topic as we look forward to the beginning of 2021 and the opportunities sure to come. Those locating and structuring deals, private lenders, contractors, and other parties who need to JV with others to complete transactions should attend this meeting.
IF there is enough time between this topic and our regular roundtable discussion, Richie, Brandon, and Scott will answer any tax strategy and planning questions you may have. They will also be able to discuss what tax changes to be prepared for post-presidential election beginning in 2021.
As always, please bring any deals you are working on and want to discuss, any questions you have or anything else you need to help your business and to complete your deals.
New members and both new and experienced investors are always invited to attend!
Questions or comments? Just let me know!
Virtual meeting details are below:
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Pittsburgh REIA Commercial Group Monthly Meeting
Tue, Dec 8, 2020 6:30 PM - 8:30 PM (EST)
1) Please join my meeting from your computer, tablet or smartphone.
https://www.gotomeet.me/pittcommrei/pittsburghreiacommercial
OR
2) You can also dial in using your phone.
United States: +1 (312) 757-3121
Access Code: 513-061-621
Post: What do you look for in a CPA?

- Accountant
- Pittsburgh, PA
- Posts 2
- Votes 1
Hey everyone! I'm a CPA in the Pittsburgh, PA area working for a mid-size accounting firm. One of our main industries is of course real estate (personal investing, real estate development companies, as well as construction). I do my own personal investing as well so I feel like that helps me better connect with clients, but I was wondering if there are any specific things you look when working with a CPA? With it being in the middle of tax season, I figured now would be a great time to ask since it seems like relationships with CPAs are either fantastic or awful at this point of the year. Thanks for any help you can give me to help me better serve my clients!