Asset Protection and Tax Planning Firms

Asset Protection and Tax Planning Firms

Member since 2022 · 1 post · 1 vote

I'm looking for advice on a quality firm for asset protection and tax planning.  I've been watching Anderson Business Advisors and Main Street Business on YouTube.  Thoughts on either and/or recommendations on someone good?

Thanks in advance.

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  • Rental Property Investor · North Palm Beach, FL · Member since 2018 · 2k+ posts · 1k+ votes
    4y

    @Jeramey Osborn

    A couple years back, my wife and I setup a very in-depth asset protection plan. Feel free to DM ME and we can discuss. I am not an attorney and I do not want to provide specific details in a public forum.

  • Michael PlaksPro Member
    Tax Accountant / Enrolled Agent · Houston, TX · Member since 2014 · 5k+ posts · 6k+ votes
    4y
    Quote from @Jeramey Osborn:

    I'm looking for advice on a quality firm for asset protection and tax planning.  I've been watching Anderson Business Advisors and Main Street Business on YouTube.  Thoughts on either and/or recommendations on someone good?

    Search this forum for "Anderson", and you will find at least a dozen of threads discussing this firm. Not sure if Main Street has been brought up, I'm not familiar with them. There're several other firms offering packaged legal and tax services.

    The most common approach is to hire two separate professionals: 1) a local attorney for asset protection  2) a real estate accountant who does not have to be local. For attorneys, ask for local investor references. For accountants, browse this forum.

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