If it's refreshing to hear a CPA say "I LOVE what I do!" then we're a strong match. To me, there isn't a lot in this world that is more professionally fulfilling than to guide a small business owner into reaping massive financial and personal rewards. Many times that's found in tax savings. Sometimes it's simply getting started by getting financially organized. Other times it's helping you run the numbers and finding an amazing rental property, a business to buy, or selling your business for 10x what you originally thought.
My secret weapons:
-
Translating complex concepts and Internal Revenue Code into plain English with visualizations/graphs/charts. You'll feel empowered and excited after we meet.
-
Understanding all things real estate! Cost segregations, §1031 exchanges, capital gains, seller finance, rental property analysis, §121 exclusions, §754 adjustments, Charitable Remainder Trusts... I love it all. Over 90% of my clients are real estate agents and/or investors.
-
Getting small business owners qualified for the best mortgages possible by deploying a deep understanding of both tax and mortgage guidelines for self-employed people. It's possible to look "poor" to the IRS and rich to a bank! I call this Self-Employed Mortgage Optimization, or SEMO. Being a licensed loan officer and a CPA has some VERY unique perks!
-
Business valuations and exit planning. I'm a Certified Valuation Analyst and have connections business brokers who serve the entire country. If you're wanting to buy a business or exit your existing one, I can help you maximize your positioning as a buyer or seller.
I'm BIG on education and strategy. I've taught hundreds of continuing education courses to Realtors, CPAs, and Financial Advisors on various topics. I'm also the co-author of two best-selling books about real estate, and plan to write several more. One of my big projects is REVEAL, the Real Estate Video Encyclopedia and Analysis Lab, currently a work in progress.
I'd love to learn about you and help make your dreams come true!