Dec 29, 2021
This is a recast of a great conversation I had with Tim Loser and Jeremy Funk on their Tripping Over the Barrel Podcast.
Dec 1, 2021
Bernard is an expert in integrating and executing investor tax products with a focus on self-directed retirement accounts (QRP, SDIRA, Solo 401k, IRA-LLC, IRA-Trust, etc.) and 1031 exchange. Bernard helps investors get it right the first time for optimal tax results, while avoiding concealed pitfalls.