What they publicly say they do
Law firm with a qualified small business stock and tax planning team covering entity choice, Section 1202 eligibility, Section 1045 rollovers and audit documentation.
Summary of public sources. Credentials: Law firm. Source for location and credentials.
Strategies offered
- Qualified Small Business Stock (QSBS) Public record source
Sponsors this advisor works with
None listed. We list a sponsor relationship only when a public source or the sponsor confirms it.
How this listing was made
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