We Help Make Retirement Easy
Our Financial Company Can Serve You
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Lead Capture Title
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Services
Capital Markets
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Insurance
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Blockchain
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Technology Advisory
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Finance & Risk
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Portfolio Management
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About Us
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Our Process
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Million Invested
+ Clients Served
%
Average ROI
Diversified Portfolio
Testimonials
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John Smith
Investment Customer
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John Smith
Investment Customer
News & Events
2020 Tax Extensions – Shortest Extension Period Ever – why that matters
Were you one of the millions of businesses that filed for an extension two weeks ago or back in March that still has not gotten around to starting work on your 2019 taxes? If you were, I would HIGHLY recommend that you contact your accountant or tax preparer sooner than later, because just like everything else in 2020, this is a very strange tax season for accountants.
How to Defer Taxes While Taking Cash out of Your IRA to Invest in Real Estate or Other Business Opportunities
Are you looking for a way to diversify your IRA? While stocks and bonds are popular investments, you might consider investing in real estate to generate extra income. Many individuals view real estate as an intelligent, long-term investment that protects portfolios against market volatility and inflation.
Cannabis Taxes are Complicated – Why You Should Not Do Them Yourself
One comment we hear very often from cannabis business owners after their first year of business is “We did not make much money in our first year of business (or we had a loss), so the taxes are not too complicated. We can either file them ourselves this year or use our regular accountant for one more year and then switch to a cannabis accountant later.” This could not be further from the truth….