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29
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8
Votes
Nicholas Seaver
8
Votes |
29
Posts

Do reputable/proven Tax&Legal STRATEGISTS (& Tacticians) exist?

Nicholas Seaver
Posted

The hunt for unicorns continue.. 

It seems one of the hardest parts of being a RE investor and entrepreneur is finding trusted council. Finding a person/company/firm that can be dual hatted as both a (1) Strategist and (2) Tactician (able execute the strategy) seem unattainable. 

Reason for Post: I am in search of any advice in finding, or recommendations for hiring an attorney and tax strategist & tactician who will serve as a strategic partner for my activities as a RE investor and entrepreneur. Someone who has the bandwidth to understand my intent and provide guidance PRIOR TO and during my execution of deals. Thus far I have only been able to find people who provide a backwards analysis approach. This is no longer suitable. 

Background: I have only been a RE investor for two years (NEWBIE!) however my activities and growth during this time has been out of the norm. While part-time, I have executed several RE transactions in multiples states with various partners and deal structures. I have begun generating enough income through RE transactions and entrepreneurial activities to quit my job and begin my pursuit as a RE investor full time. I will quit my job mid-2021 and refuse to get another job! True financial independence is my goal, and I will no longer trade my time for a wage.  I am in need of strategic, forward thinking, legal and tax counsel to prepare me for this, and guide me in my new self-generating income lifestyle.

My Pain Point: In my experience (admittedly as limited as it is) most Attorneys & CPAs are not forward thinking. Instead they prefer I conduct my business, and then provide analysis after-the-fact, and identify better strategies that could have been utilized. This backward perspective DOES NOT work for my intent, and I am no longer interested in working with attorneys/CPAs that have this mindset or approach. I have spend $10k of dollars in consultations and my CPA was "surprised at my growth and caught off guard at how much I had accomplished"... I consider this an epic fail. 

Does anyone else have these issues? or am I looking in the wrong places?

Any and all recommendations welcomed! Also feel free to share similar stories....sometime I feel I am going crazy. Knowing I am not alone may help. How can my (seemingly) simple request go unfulfilled? Or maybe my expectation are too high?? 

Cheers. 

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