%20-%20Copy.png?height=120&name=Logo@3x%20(1)%20-%20Copy.png){kind=logo}
General
- Tell me about your company
- Is my information secure once I send it to you?
- What states are you licensed in?
- How have you not lost a case if you don’t do litigation?
Personas
- What are the best tax savings strategies for W2 earners?
- Do you work with medical professionals?
- Do you offer litigation / divorce / personal injury assistance?
- Can you help me with bankruptcy?
Subscription
- I don’t need the Peace of Mind subscription.
- I don’t want to be locked into a subscription for the Peace of Mind subscription for the rest of my life.
Tax
- What are the ways that you can save me money on tax?
- Can depreciation offset active income?
- Why should I use a Private Foundation?
- What is Cost Segregation?
Investing
- What all is included in investment strategy?
- Do you recommend deals?
- What kind of deal do I need?
- What types of deals are available?
Legal
- This seems more complex than what I would need for my simple investment strategy.
- I already have LLC’s, S Corp, or living trusts to protect me to some extent. I want to restructure or continue to use those.
- Does the Estate Plan include updates?
- What processes do you have in place to make it easy for me to maintain the LLCs?