Advisory Services For Entrepreneurs, Solopreneurs, & Real Estate Investors

Are you looking for reliable info & straight-talk about: Entity selection? Business structure? Tax planning? Real Estate Professional Tax Status? S-Corp Elections? C-Corp Elections?

A Strategy session will honestly and expertly provide answers to your questions, so that you can move forward with clarity.

Some of the topics that are commonly discussed during consulting discussions:

✔️Tax Questions

✔️Business Structure

✔️Tax Elections

✔️Tax Compliance

✔️Self-Directed Retirement Plans

✔️Conservation Easements

✔️Entities and Asset Protection

✔️Captive Insurance Companies

✔️Cost Segregation

✔️Section 199A QBI

✔️Qualified Opportunity Zones (QOZ)

✔️1031 Exchange

✔️Installment Sales

✔️Financial and Estate Planning

✔️Tax Planning

✔️Defined Benefit Plans

✔️Checkbook Solo 401(k)

✔️Life Insurance Strategies

✔️S-Corp Elections

✔️C-Corp Elections

✔️Checkbook IRA

✔️Checkbook QRP

✔️Real Estate Professional Tax Status

✔️ERISA Retirement Plans