Stephen Yoe CPA (cell 832.452.5757) | Client Financial Reporting
Big 4 Audit background, later at PM Realty Group, Stephen oversaw a large real estate investment portfolio and managed a team of central-division accountants. He is an investor, and also founded and successfully managed a financial consulting firm specializing in real estate investment analysis including due diligence, acquisitions, debt compliance, 1031 exchanges, and valuation services.
Education: University of Texas (Austin), Accounting & Economics
Member: Texas Society of CPAs
Bryan Burke CPA (cell 956.792.5910) | Tax Strategist
Bryan is a real estate investor, small business owner, and accountant. He has served on assorted local Boards in the Rio Grande Valley (RGV) area including:
Board Chairman & Treasurer, Make-A-Wish RGV, Board Member of Literacy Center of Harlingen, Boys and Girls Club of Harlingen and St. Albans Episcopal Day School.
Education: University of Houston, BBA (Accounting & Tax)
Member: AICPA® – Tax Section
Richard Meredith CPA (cell 281.799.9421) | Tax Compliance
Richard has an extensive corporate finance background with companies such as Tandy Corp, Dillards Department Stores, Sanger-Harris, and senior management experience as VP-Controller with The SABRE Group, a division of Federated Department Stores. With skill-sets that often cross the spectrums of accounting, tax and systems, Richard manages our firm’s tax compliance services.
Education: University of Texas (Arlington), Accounting & Economics
Nathan Ross CPA (cell 210.880.5416) | Founder, Tax Strategist
Big 4 Tax background, Nathan later founded NP ROSS in 1985. He is a real estate investor, owner and operator, including having structured, consulted, or reported on thousands of multi-family and SFR units, some $500MM of real estate.
NP ROSS was the original, charter member (2003)of the Lifestyles Unlimited Inc. ® Vendor Program, and consulted with both “Lead” and “Passive” Members for over 16 years. In addition to Lifestyles Unlimited members, we serve investors who are active with other real estate investment platforms such as Steve Davis’s Get Real Wealth Academy, Brad Sumrok’s Apartment Mastery, Cardone Capital funds, and other independent real estate investment platforms, clubs and associations around the country. Nathan enjoys speaking at REI events around the US with a focus on real estate investor tax planning and early retirement strategies including the use of Self-directed 401 Trusts. Please connect with him to learn more about how he can provide value at your next event.
Education: University of Houston, BBA (Accounting & Tax), MBA
Member: AICPA® – Tax Section; Certified Tax Master®
Sandeep Yadav (cell 210.975.6743) | Business Development
Sandeep is an accomplished real-estate developer from Northern India where he remains active in property development projects. Just prior to joining our team, Sandeep served as an accountant at FCE Benefit Administrators in San Antonio. He is also a partner at Wellcare Oil Tools Pvt. Ltd, India where he is responsible for the firm’s corporate affairs functions, including public, investor and government relations, as well as corporate engagement. Sandeep undertakes strategic planning for many of our Self-directed 401 Trust clients including the development of financial projections for modeling the deployment of tax-deferred funds which are invested in private placements holding multi-family real estate assets.
Education: Our Lady of the Lake, MBA – Finance.