I’m looking for a Bay Area wealth manager or a specialist who can assist in real estate investing strategies, CPA work etc… We currently own multiple properties with close to 10 rentals and it’s time we found someone who can ensure our taxes are solid, prepares property wealth reports etc.. Does anyone use anybody like this?
I’m looking for a Bay Area wealth manager or a specialist who can assist in real estate investing strategies, CPA work etc… We currently own multiple properties with close to 10 rentals and it’s time we found someone who can ensure our taxes are solid, prepares property wealth reports etc.. Does anyone use anybody like this?
Thanks! Kayla - I have a team that I highly recommend and the do Wealth Management and Asset Preservation and have a team of CPAs. They are very innovative and tend to save my clients 100s of thousand of dollars in tax aversion strategies.