As a real estate agent, you want the tools and expertise to build a system that fits your lifestyle.

Tax advantaged tactics. Proven strategies. Blueprints for success.

1031 EXCHANGES

RENTAL PROPERTY ANALYSIS

SELF-EMPLOYED MORTGAGE OPTIMIZATION

COST SEGREGATION

CHARITABLE REMAINDER TRUSTS

Ready to align your taxes with your goals?

— we will walk through your goals, clarify your best next steps, and make a plan tailored to you.

*Required for new clients before booking additional services

Address:
7730 South Union Park Drive, Suite 660
Midvale, UT 84047

Phone: 801-477-5588
Email: [email protected]

Hours: By Appointment Only