Vetted Partners for your Journey

Along your journey, you will find helpful resources that will help propel your gains immensely. These are select partners whom we’ve had the pleasure of working with and continue to collaborate with for our own journey.

Corporate Structuring

For planning your overall structure for risk mitigation and tax optimization, Anderson Business Advisors helps you design a customized plan to build your empire correctly from the start.

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Cost Segregation

In order to maximize your real estate depreciation, Engineered Tax Services performs a comprehensive site evaluation to segregate elements of your property that qualify for accelerated depreciation to supercharge your tax return.

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1031 Exchange

To faciliate a tax deferred sale, you always need a Qualified Intermediary (QI) to be the third party holder of your sale proceeds and temporary holder of your future property. Not all QIs are the same. In addition to expertise, they should be license, bonded, and insured with a long history of performance. We’ve interviewed and worked with a number of different ones and are proud to recommend both Dave Foster with ERG1031 and Greg Smith at IPX1031.

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