Tax advisor, financial planner, CPA vs Attorney

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NSlb75

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NSlb75
Dec 28, 2020 3 Comments

I have two 4 unit apartment buildings. And I would like to

1. structure my property ownerships in a way that protect these assets from liabilities
2. structure them for optimal tax treatment, and if they can help me reduce my personal taxes that’d also be great.

Currently, I manage them myself under my name and file a schedule E for rental income.

I’m on an H1B, so can’t own LLC under my name (I think).

My question is, who should I talk to - tax advisor, financial planner, CPA or an attorney? I’m confused and don’t want to get upsold on something that’s not needed for these investments. Any referrals are also welcome!

Seattle. TC: $460k

#personalfinance #investments

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