I help business owners and real estate investors understand how to structure their businesses, reduce taxes, and protect their assets. Whether we're forming entities, cleaning them up for compliance, or designing your Trifecta strategy (business income, passive income, and estate planning), my goal is to bring clarity and simplicity to what can feel like overwhelming legal and tax decisions. Outside of work, you'll usually find me traveling, hiking, golfing, or catching a good concert or TV series.
I've formed hundreds of entities and advised countless clients on the legal and tax implications of investing through self-directed IRAs and Solo 401(k)s. I'm passionate about education and have spoken at events across the country to help business owners take control of their finances and future.
If you're ready to simplify your strategy and take the next step toward financial security and tax efficiency, schedule a consultation today!
Licensing & Credentials
Services Offered
Tax Specialties
