Tax Strategist
I help investors legally reduce, defer, or eliminate capital gains taxes on the sale of a home, investment property, business, stock, crypto, or almost any highly appreciated asset.
Choose a day and time that works for you.
Your info stays private. We never sell your data.
I am a Tax Strategist. I can also legally reduce your taxable income by 30% to 50%. Our platform has 40 tax mitigation options we can combine into literally 100s of strategies tailored to your investment needs.
Over the last 15 years, what I have found is that the more money a client has, the less of it sits in cash accounts like IRAs, 401Ks, or cash. Most of their wealth is tied up in hard assets like their home, investment properties, and businesses.
A client can end up paying 25% to 50%+ of the proceeds from selling those assets in taxes when they legally did not have to. A complete financial plan includes your cash accounts, your hard assets, and tax planning for the eventual sale.
That's where I come in. I am a tax strategist, a financial problem solver, and a nationwide educator on tax deferral. The 1031 Exchange is only one of our 40+ strategies.
Selling a rental or portfolio and facing a big capital gains bill.
Planning an exit, a sale, or just tired of overpaying every April.
Sitting on equity above the exclusion limit, or selling a second home.
Strong W-2 or K-1 income and a tax bill that keeps climbing.
Want better options for clients with large gains on the table.
Large unrealized gains and no clear plan for taking profit.
