Looking for tax planning assistance

intermediary profile

June 29, 2023

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

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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commentor profile
Reply by a professional
from Seton Hall University in Morristown, NJ 07960, USA
Hi ^redacted‌. Great to meet you. Happy to discuss your client’s tax planning needs. I know we’re heading into a holiday weekend, but let’s connect - I’m available…. Rich V.
commentor profile
Reply by a professional
from The University of Texas at Austin in Austin, TX, USA
I've got a friend who works with family offices and HNW clients that could lower taxes so much you'd think he's making the stuff up. Then you see the PE and family offices that are his clients and realize it's legit. DM me and I'll share this email address.
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