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Strategic & Comprehensive
Tax & Legal Planning

 

for entrepreneurs, real estate, crypto, and self-directed investors.

Bringing It All Together

Tri·fect·a

/trīˈfektə/noun.

a strategic diagram organizing the three major areas of an entrepreneur’s tax and legal world.

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  • by Mat Sorensen
    The IRS continues to issue updated guidance on all things crypto. We help you make sense of it. When you buy Bitcoin and sell it for a profit, you are subject to capital-gains taxes. This is the case whether you buy Bitcoin and sell it for dollars or whether you exchange it for other cryptocurrencies for a profit. This […]
  • by Mark J. Kohler
    There are several HOT deductions that many taxpayers don’t consider and just ‘leave money on the table’. Here are 6 under utilized write-offs that in my opinion should be a healthy line item on any legitimate small business tax return: The post Last Minute Tax Strategies Before Filing appeared first on Mark J. Kohler.

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The Crypto Tax Summit

Miami, FL
May 19th – 20th

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Self -Directed IRA Summit

Scottsdale, AZ
October 20th -22nd

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