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Updated over 3 years ago on . Most recent reply

User Stats

7
Posts
4
Votes
Brian Leppla
  • San Diego, CA
4
Votes |
7
Posts

Financial Advisor Recommendation Please

Brian Leppla
  • San Diego, CA
Posted

Looking for a point in the right direction. If this should be posted somewhere else let me know.

Good day - in need of an advisor, happy to pay the right person.

Situation
1. How do I take profits my tour business generates and use that to buy real estate?
2. I have decent assets but do not look good on paper. As a business owner, I operate at a loss to avoid taxes and am not eligible for a conventional loan.
3 My business and assets are located in CA and I pay taxes there, and I am currently located in Illinois and want to invest there. So I have the trick of dealing with taxes both in CA and IL

Question
Does anyone have a recommendation for some advisor, CPA, or other that would be able to assess how I can purchase real estate through my business profits and leverage my assets while keeping taxes and other fees low?

Please advise if you can. Appreciate it and you all,
- Brian

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