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Entrepreneurs & High-Net-Worth Clients
You need proactive tax and advisory guidance, not just compliance.
Entity Structuring and Estate Strategies
Real Estate Investors
Syndicators, developers, REITs, and landlords. From entity structuring to exit planning, we’ve done it ourselves.
Cost Segregation, 1031s, REPS, STR Planning
Construction Contractors
General contractors, subcontractors, and specialty trades. We understand job costing, retainage, cash flow crunches, and backlog risk.
Contractors
Backlog, retainage, job costing, bonding compliance
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Strategic Planning Advisors, LLC provides tax advisory, CFO, and IRS resolution services.
Information provided on this site is for educational purposes only and does not constitute formal tax, legal, or investment advice. Please consult your advisor before making financial decisions.
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