Overview of Our Services

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)
  • Planning the types of deals that can make a very small IRA into a large IRA without violating the tax laws
  • With whom your IRA may partner (or otherwise do business) and how

Real Estate

  • Planning & maximizing tax deductions
  • Choice of entity
  • Conversion of ordinary income into capital gains (when possible)
  • Discounted notes
  • Superior depreciation of rentals
  • “Dealer” issues, including legally reducing social security taxes on flipping income
  • Creative or unusual transactions such as: Subject-To,  Lease Options (including sandwich & cooperative), Assignments, Tax Liens, Partial Notes, Participating Notes, Lonnie Deals aka selling mobile homes (“wobbly boxes”) on owner financing

Fighting the IRS

  • Audit Defense (one of my favorite tasks)
  • Tax Court (often well worth the cost after a bad audit)
  • IRS Appeals (if the audit did not go well
  • Fighting IRS Collections
  • Negotiating Payment Plans (and sometimes getting the taxes lowered via an Offer in Compromise – but only sometimes)