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Updated about 3 years ago on . Most recent reply presented by

Bobbi Casalino's profile image
Bobbi Casalino's profile image
Bobbi Casalino
  • Investor
  • from Brooklyn, NY
  • Member since Jun 30, 2021
  • Posts 29
  • Votes 8
  • Experience 15 Yrs
  • Investments 1
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Bobbi Casalino's profile image
Bobbi Casalino's profile image
Bobbi Casalino
  • Investor
  • from Brooklyn, NY
  • Member since Jun 30, 2021
  • Posts 29
  • Votes 8
  • Experience 15 Yrs
  • Investments 1
Connect
Bobbi Casalino
  • Investor
  • Brooklyn, NY
8
Votes |
29
Posts
Tax, SDIRAs & Cost Segregation

Recommendations for financial planner

Bobbi Casalino
  • Investor
  • Brooklyn, NY
Posted

Hi. Does anyone have a FP that knows the laws, loopholes and how to apply them or better yet, advise you based on present and intended situations? I'm looking for a Mark J. Kohler (KKOS) or Clint Coons (Anderson Advisors)- someone that sees the big picture re Estate Planning, Asset Protection, Business structures and tax Advisement. Does there exist such a beast? I'm in NY.  Thanks!!

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Daniel Hyman's profile image
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Daniel Hyman
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  • from Milwaukee, WI
  • Member since Aug 16, 2016
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Daniel Hyman's profile image
Daniel Hyman's profile image
Daniel Hyman
  • CPA
  • from Milwaukee, WI
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Daniel Hyman
  • CPA
  • Milwaukee, WI
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Daniel Hyman
  • CPA
  • Milwaukee, WI
Replied

I'm not exactly certain what you are looking for, but for someone who gets big picture financial and tax planning, reach out to @Bernard Reisz.

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