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Updated almost 7 years ago on . Most recent reply presented by

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Saj Rambob
  • Rental Property Investor
  • Silver Spring MD
4
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23
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Tax planning and asset protection

Saj Rambob
  • Rental Property Investor
  • Silver Spring MD
Posted
We live in seaside Oregon. Our accountant and attorney is not super savvy in real estate and I just want to make sure we are getting the best advice possible, especially for tax advice/strategies for the future. I want to make sure we are positioned well for the future. Any recommendations in Seaside or Portland Oregon or nationwide that you would suggest? Thanks!

Most Popular Reply

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2,072
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1,382
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Carl Fischer
  • Rental Property Investor
  • Ambler, PA
1,382
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2,072
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Carl Fischer
  • Rental Property Investor
  • Ambler, PA
Replied

@Saj Rambob

I met @Brandon Hall at the mid Atlantic Summit and he works nationwide primarily with real estate clients. He is young, very savvy, and has a terrific network. In addition there are many CPAs on BP I like as well. Talk to a few attorneys and CPAs and make sure they are on the same page and coordinate with each other before hiring them. Tax planning and asset protection does not come in a “one size” fits all. It is tailored for your personal situation. 

  • Carl Fischer
  • [email protected]
  • 215-283-2868
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