Stephen Yoe CPA (cell 832.452.5757) | YOE CPA LLC
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), BBA (Accounting & Economics)
Member Texas Society of CPAs
Bryan Burke CPA (cell 956.792.5910)
Bryan is an 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) | NP ROSS CPAS
Richard has an extensive corporate finance background with companies such as Tandy Corp, Dillard’s Department Stores, Sanger-Harris, and senior management experience as VP-Controller with The SABRE Group, which is 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), BBA (Accounting & Economics)
Kevin Christianson (cell 210.951.8210) | NP ROSS CPAS
Kevin is an experienced business management professional, who has had careers with United Parcel Service, Daimler Trucks North America, and Pacific Gas & Electric.
Kevin has evaluated, designed and re-developed management systems taking advantage of advancements in technology and engineering design.
He is a real estate investor, owner and operator.
Education: Utah State University BS Industrial Technology
Nathan Ross CPA (cell 210.880.5416) | NP ROSS CPAS
Big 4 Tax background, Nathan later founded NP ROSS CPAs 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, approximately $500MM of real estate.
As the author of the Investors Math series of websites, Nathan provides investors with the basic education necessary to better understand the "math" involving assorted financial and investing topics, including this site, PPMmath.com (Partnership Selection). Additional Investor Math topics coming in the near-term include the following:
401Math.com, explores the "math" of using a Self-directed 401 Trust to significantly increase retirement wealth in the most tax-efficient manner.
PartnerMath.com (Partnership Performance), provides assorted tools for measuring the value of your portfolio of REPPs.
NP ROSS was the original vendor of the Lifestyles Unlimited Inc.® Vendor Program and has consulted with both "Lead" and "Passive" Members for over 16 years.
In addition to members of Lifestyles, he serves investors who are active with other real estate investment platforms, such as Brad Sumrok Apartment Mastery, Cardone Capital, various REIA chapters, 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 IRAs and Self-directed 401 Trusts.
Please connect with him to learn more about how he can provide exceptional 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 function, 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)
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