Skip to content
×
Pro Members Get
Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
ANNUAL Save 54%
$32.50 /mo
$390 billed annualy
MONTHLY
$69 /mo
billed monthly
7 day free trial. Cancel anytime
×
Take Your Forum Experience
to the Next Level
Create a free account and join over 3 million investors sharing
their journeys and helping each other succeed.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
Already a member?  Login here
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated about 5 years ago on . Most recent reply presented by

User Stats

56
Posts
52
Votes
Thomas Staub
  • Real Estate Coach
  • Austin, TX
52
Votes |
56
Posts

HELP! Looking for top notch, wealth planning tax strategy firm

Thomas Staub
  • Real Estate Coach
  • Austin, TX
Posted

I have been talking to Tom Wheelright's firm, WealthAbility, and the cost is $15K to get started which is expensive and the agreement they make you sign is 100% one sided basically giving you no protection the product they offer is worth the money. I'm looking for any other option that is equally or even close to as good as what they offer. I'm looking for a long-term partnership with a top shelf tax and wealth strategies focused in real estate. Any recommendations would be greatly appreciated. 

Cheers

Most Popular Reply

User Stats

265
Posts
100
Votes
Ryan Seib
  • Attorney and Real Estate Broker
  • Madison, WI
100
Votes |
265
Posts
Ryan Seib
  • Attorney and Real Estate Broker
  • Madison, WI
Replied

First of all find a firm that has a mix of CPAs and tax lawyers who have a CPA themselves, or preferably an LLM in taxation. This should afford you access to the absolute highest quality of tax planning perspective. As for what it costs you to get there that beats me. I am informed Godfrey Kahn around here is going to make $10k-20k on your even basic wealth planning, if not more. As far as a long term relationship, do not propose to the first beautiful person you see. Try finding a tax advisor you like first by doing some smaller business with them first. Like have them start an LLC for you or file your taxes.

Loading replies...