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



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