Tax, SDIRAs & Cost Segregation
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Tax, SDIRAs & Cost Segregation
presented by
1031 Exchanges
presented by
Real Estate Classifieds
Reviews & Feedback
Updated almost 3 years ago,
Estate & Tax Planning Recommendations? (we are located in NYC)
Long time and regular reader, but sporadic poster but hope to do more in coming months.
I am looking for recommendations for someone to help with both estate and tax planning, and ideally someone who understands any relevant nuances of New York laws where we are based. (global implications are a bonus).
For background wife and I recently had our first child, so this has become very top of mind and in terms of assets we are in the Qualified Client+ territory, mostly in public investments (index funds, equities, public REITs, bonds, cash) with a little in private (real estate, crypto).
Appreciate any good recommendations. Thx again!