Your First Multifamily Deal Changes Everything
Use OPM to get your first $4M apartment deal under contract, then follow our proven roadmap to turn that deal into a portfolio that can actually set you free.
CPA for Syndicators
James Bohan - Stonehan Accountancy
Why we recommend Stonehan Accountancy
Most fund managers rely on "box-checker" CPAs who file on time but miss the things that actually cost you - state reserve requirements, debt fund reclassifications, investor reporting that doesn't hold up to scrutiny. That's capital bled to the IRS and LP trust put at risk.
James Bohan is different. He's a 4th-generation real estate developer and active fund manager himself, having personally overseen $1B+ in deals and managing over $20MM in assets today - so he's not applying generic small-business tax rules to your fund, he's built and run funds under the same rules you are. Layer that with his background as a KPMG alum, and you get Big-4 caliber tax strategy and reporting most CPAs simply haven't been trained to deliver.
As James puts it: "Unlike most CPAs, I'm also a real estate investor, syndicator, fund manager, and developer, so I understand the unique needs of this audience. And unlike most fund managers, I have Big-4 accounting firm experience, so I know what it takes to attract, impress, and retain multi-million dollar investors."
Services Snapshot
Transactional
Tax strategy for fund managers, syndicators, and real estate investors
State reserve and debt fund reclassification review
Proactive planning to reduce tax liability (one client saved $300,000)
Fund & CFO Support
Fund startup consulting
Comprehensive CFO support for fund managers
Sophisticated investor reporting
On-time K-1 delivery
Get Started
Every successful engagement starts with a conversation. We'll discuss your fund, your tax exposure, and how Stonehan can strengthen your back office. Your free 15-minute consultation is the first step toward a stronger, more tax-efficient fund.
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Syndications are complex enough - your tax strategy and back office shouldn't add to it. If you're interested in learning more about Stonehan Accountancy, check out their website.
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James Bohan - CPA, MRED, the Founder and CFO of Stonehan Accountancy - is a 4th-generation real estate developer and active fund manager who has personally overseen $1B+ in deals and manages over $20MM in assets today. He's also a KPMG alum, giving him Big-4 tax and accounting training that he applies specifically to fund managers, syndicators, and real estate investors - a rare combination of technical rigor and operator experience.
James has 15 years of experience and has saved clients as much as $300,000 in taxes on a single engagement.
You can find James on LinkedIn.
JAMES BOHAN
Founder, CFO
Syndication isn’t “hard.” It’s a different game.
Most people try to break into apartments with a "DIY" mindset.
The result is years of learning, very little progress, and no deals.
If you’ve been trying to break into syndications for a while, you’ve probably noticed something frustrating.
It’s not that you’re not smart. It’s not that you’re not motivated. And it’s not that multifamily “doesn’t work.”
It’s that most people are trying to do it the same way they did single-family or stocks or flips... a do-it-yourself game. You can grind your way through it.
Syndication is different. It’s a team sport. And the people who move fastest aren’t the ones with the most information.
Michael Blank is a marketing education and training company. We do not sell a business opportunity, “get rich quick” program or money-making system. We believe, with education, individuals can be better prepared to make investment decisions, but we do not guarantee success in our training. We do not make earnings claims, efforts claims, or claims that our training will make you any money. All material is intellectual property and protected by copyright. Any duplication, reproduction, or distribution is strictly prohibited. Please see our Full Disclosure for important details. Investing of any kind carries risk and it is possible to lose some or all of your money. The training provided is general in nature, and some strategies may not be appropriate for all individuals or all situations. We make no representation regarding the likelihood or probability that any actual or hypothetical investment will achieve a particular outcome or perform in any predictable manner. Statements and depictions are the opinions, findings, or experiences of individuals who generally have purchased education and training. Results vary, are not typical, and rely on individual effort, time, and skill, as well as unknown conditions and other factors. We do not measure earnings or financial performance. Instead, we track completed transactions and satisfaction of services by voluntary surveys. Results show that most Advanced Training clients who apply the training. You should not, however, equate completed sales closing transactions with financially successful transactions. Further, many customers do not continue with the program, do not apply what they learn, or do attempt to apply what they learn but nonetheless have difficulty in making marketing and sales successful for them. The Company may link to content or refer to content and/or services created by or provided by third parties that are not affiliated with the Company. The Company is not responsible for such content and does not endorse or approve it. The Company may provide services by or refer you to third-party businesses. Some of these businesses have common interest and ownership with the Company.
© 2026 Michael Blank. All rights reserved.
Michael Blank is a marketing education and training company. We do not sell a business opportunity, “get rich quick” program or money-making system. We believe, with education, individuals can be better prepared to make investment decisions, but we do not guarantee success in our training. We do not make earnings claims, efforts claims, or claims that our training will make you any money. All material is intellectual property and protected by copyright. Any duplication, reproduction, or distribution is strictly prohibited. Please see our Full Disclosure for important details. Investing of any kind carries risk and it is possible to lose some or all of your money. The training provided is general in nature, and some strategies may not be appropriate for all individuals or all situations. We make no representation regarding the likelihood or probability that any actual or hypothetical investment will achieve a particular outcome or perform in any predictable manner. Statements and depictions are the opinions, findings, or experiences of individuals who generally have purchased education and training. Results vary, are not typical, and rely on individual effort, time, and skill, as well as unknown conditions and other factors. We do not measure earnings or financial performance. Instead, we track completed transactions and satisfaction of services by voluntary surveys. Results show that most Advanced Training clients who apply the training. You should not, however, equate completed sales closing transactions with financially successful transactions. Further, many customers do not continue with the program, do not apply what they learn, or do attempt to apply what they learn but nonetheless have difficulty in making marketing and sales successful for them. The Company may link to content or refer to content and/or services created by or provided by third parties that are not affiliated with the Company. The Company is not responsible for such content and does not endorse or approve it. The Company may provide services by or refer you to third-party businesses. Some of these businesses have common interest and ownership with the Company.