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Accredited Investor Letter from Cpa Template Form

Accredited Investor Letter from Cpa Template Form

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Instructions and help about cpa letter accredited investor

hi everybody Thomas Castelli here with real estate CPA and I just got finished speaking with a client on whether or not they qualifies in a credit investor so next time you speak with your CPA you're gonna want to go ahead and ask them whether or not you yourself are an accredited investor that's because accredited investors can invest in private real estate offerings and a bunch of other private investments that typically aren't offered to the general public these investments often have more tax advantages and higher returns than those you could find on you know in the stock market such as stocks bonds and mutual funds this information you need to be able to find out whether or not you're an investor can be found on prior tax returns or a statement of net worth that your CPA should be able to help you sort out and while you're having the conversation on whether or not you are an accredited investor should also be asking what type of opportunitie

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