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Updated almost 6 years ago on . Most recent reply

Vlad Denisov's profile image
Vlad Denisov's profile image
Vlad Denisov
  • from Glendale, CA
  • Member since Aug 2, 2018
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Vlad Denisov's profile image
Vlad Denisov's profile image
Vlad Denisov
  • from Glendale, CA
  • Member since Aug 2, 2018
Connect
Vlad Denisov
  • Glendale, CA
12
Votes |
60
Posts
Tax, SDIRAs & Cost Segregation

Question to those of you who represent wealthy individuals

Vlad Denisov
  • Glendale, CA
Posted

Hello everyone!

Question to those of you who represent wealthy individuals: do you recommend your client to send over anything where he puts his signature? Do you actually check every document that your client ever signs before he does so?

If yes, is it a good advice for a beginner investor? What are other valuable hints you can share? :)

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