Tax & Estate Planning

Real Estate Investment Trusts:

Invest in large-scale, income producing real estate. REITs provides clients with the opportunity to earn a share of the income produced through commercial real estate ownership without actually having to go out and purchase their own.

- Diversification to Portfolios

- Risk Mitigation

Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.


Tax Preparation:

Receive personalized tax planning and preparation with an independent and extensively experienced CPA.

- Individual to small and medium sized corporation preparation

- Tax Planning, Compilation, Review Services

- Bookkeeping

- Partnership and Trust Tax Returns

LPL Financial and Celtic Wealth Management Group do not provide specific tax advice.


Roth IRA and Capital Gains Advising:

- Earnings, Distributions, Contributions

- Rollovers, Converting