Personal Finance
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Creative Real Estate Financing
presented by

Tax, SDIRAs & Cost Segregation
presented by

1031 Exchanges
presented by

Real Estate Classifieds
Reviews & Feedback
Updated over 2 years ago on . Most recent reply

Wealth coach recommendations?
HI everyone. I'm looking for some help finding a wealth coach. My real estate strategies are paying off well, but the taxes are crazy and I'd like to focus my machine a little, with an eye on legacy wealth. I am looking for someone who can listen to my ideas and help me refine my approach for optimum financial gain.
Thanks all!
Most Popular Reply

Marcus Auerbach
#2 Buying & Selling Real Estate Contributor
Agent
Pro Member
- Investor and Real Estate Agent
- Milwaukee - Mequon, WI
- 6,968
- Votes |
- 4,816
- Posts
What you want is a tax advisor, who can help with tax planning and tax strategy. That's a level up from a CPA, but can be the same firm. Good ones are not easy to find, so be prepared to invest some time. It's worth it.
- Marcus Auerbach
- [email protected]
- 262 671 6868

On Point Realty Group - Keller Williams
58 Reviews
5.0 stars