Services We Offer

IRA & Tax Planning
  • Self-Directed: IRAs, HSAs (powerful Health Savings Accounts), CESAs (Education IRAs), and 401(k)s
  •  “Checkbook” LLC (IRA-Owned LLC) (we help you decide whether you really need one and review why they should NOT be self-managed)
  • Screening deals for fatal prohibited transactions
  • Discussing UBIT (IRA Tax)

Upcoming Events

Orlando Vacation Workshop SDIRA’s, Asset Protection & Entities, The New Tax Law, Tax Planning

AKA:  Write Off the Family Vacation


 June 25 – 29.


7 am to noon, remainder of the day is for fun & family.

Click here to learn more


The Trump Tax Plan – a BOON for Astute Real Estate Investors with Tax Attorney John Hyre

The Trump Tax Plan
How it affects You, Your Business, Your Real Estate Investments
and How you can Profit! 


June 23.


8:00 AM – 5:00 PM PDT


South San Francisco Conference Center

255 South Airport Boulevard

South San Francisco, CA 94080

Click here to learn more


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