
I am a tax lawyer that helps small business owners and real estate and crypto investors with tax, business, and estate planning. My 'bread and butter' work consists of helping clients establish their 'trifecta'. I also have a niche in the area of self-directed IRA/401k law. Since working for KKOS Lawyers in 2014, I have formed 1,000+ LLCs, S-corps, self-directed IRA LLCs, self-directed Solo 401ks, and estate plans.
I advise real estate investors to maximize tax benefits from their rentals, establish protection for themselves from their rentals and vice versa, and to properly coordinate their rentals into their estate plan.
I help small business owners implement various tax deductions including properly paying their kids, home office, auto, travel, dining, healthcare, and retirement contributions.
I work with crypto investors and advise them on how to structure their entities and understand how the various types of crypto activities are taxed.
I advise investors who want to use their retirement account to invest in the alternative markets, and who want to maximize use of their Roth IRAs and Roth 401ks.
I love golf, basketball, and being outdoors. I spend most of my free time with my family (wife and five kids), and our blind dog, Buddy.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.