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Find the Right Starting Point for Your Business, Investments, or Estate.

Business

Business Entity Formation

Get the structure right the first time.

Comprehensive Entity Set-Up
LLC Formation
S-Corp Election
IRA/LLC Setup
Solo 401(k)
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Estate

Estate Planning

Protect what you've built. Pass it on cleanly.

Comprehensive Estate Plan
Trust / Will Amendment
Charitable Remainder Trust
Domestic Asset Protection
Deed & Property Transfers
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Tax

Tax Planning

Pay less, legally. Plan, don't react.

Strategic Tax Consult
Multi-Entity Tax Planning
Real Estate Tax Strategy
990-T Returns
5500-EZ Returns
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Self-Directed

Self-Directed Retirement

Your retirement, on your terms.

IRA/LLC Setup
Solo 401(k) Setup
Checkbook Control Structure
Prohibited Transaction Review
UBIT / UDFI Planning
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The Tax and Legal Playbook by Mark J. KohlerThe Self-Directed IRA Handbook by Mat Sorensen
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