Looking for tax planning assistance

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by an intermediary from Ohio State University
in Fort Worth, TX, USA

2yrs ago

Looking for tax planning assistance

Hello,

I have a Dallas-Fort Worth based sell-side client who is in need of tax planning/avoidance assistance. The transaction is under an LOI and should close by the end of July. Any suggestions or introductions would be much appreciated!

Geoff W.

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reply by a professional 2yrs ago
from University of Houston in Houston, Texas 77002, États-Unis

Thanks for the tag Luke.

Geoff, you've got several options already. Offhand, I only know big 4 on the tax side. I can tap into my network if you still need assistance.

reply by a searcher 2yrs ago
from Duke University in Austin, TX, USA

^redacted‌ I help entrepreneurs who are exiting to avoid taxes through opportunity zones and other strategies. My email is redacted