What they publicly say they do
Real estate services group that lists opportunity zones, like-kind exchanges, cost segregation analysis and renewable energy tax credits (solar and 45L).
Summary of public sources. Credentials: CPA and advisory firm. Source for location and credentials.
Strategies offered
- Solar Investment Credits Public record source
- Opportunity Zone Investments Public record source
- Like-Kind Exchanges Public record source
- Accelerated Depreciation 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
We add an advisor when its own public pages show it offers a strategy in our library, and we link the page for each strategy shown. We list firms, not individual people. We do not score advisors, rank them, or say they are approved, vetted or recommended; a listing only says what the advisor publicly states. Read how advisors are listed.
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