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