ABOUT

Tune in weekly to The Be a Planner Show with Nathan Ross, CPA (day/time varies by local station).  Find the answers to how successful “Planners” leverage the U.S. tax code to accumulate greater wealth now and in retirement. Less tax. More Profit.

Learn how to use real estate private partnership syndications (REPP/s) to increase current cash flow and retirement savings. More than ever, the investment terms, proforma projections and tax reporting for REPP/s are complicated, and not all will generate financial outcomes that satisfy your objectives. Nathan’s mission is to help investors analyze the “Math” involved in order to better understand what “they are signing up for” prior to undertaking syndicated partnership investments.

Nathan founded NP ROSS CPAS in 1985. He is a real estate investor, owner-operator, and tax strategist, including having structured, advised, or reported on thousands of multifamily and SFR rental units, over $1.0Bn of real estate. His firm has consulted with Passive Investors and Lead Partners (Sponsors, or Syndicators) who, collectively, are members of the country’s largest independent investor platforms. 

Working at the 4-way stop of real estate, retirement, private partnership syndication and zero tax planning  & strategy execution, the firm excels in helping taxpayers achieve tax optimization that fits their own unique facts & circumstances. Learn more at beaplanner.com.

Nathan, alumni of University of Houston (graduated with a BBA in Accounting and Tax, and holds an MBA), enjoys speaking at real estate investment events around the US with a focus on real estate investor tax planning and early retirement strategies, including the use of IRAs and Self-directed 401 Trusts. He is a member of AICPA® - Tax Section; Certified Tax Master®.