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Updated almost 7 years ago on .
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Tax planning and asset protection
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!
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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.