LGBT-Friendly CPA for Advanced Tax Planning Mentoring: Real Estate & Income Planning

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Looking for an LGBTQ-friendly CPA for ongoing tax strategy mentorship, with a focus on sophisticated real estate investing, multi-entity structuring, and comprehensive income optimization. The ideal CPA will bring deep expertise not only in compliance, but in creatively and legally applying the tax code to build efficient, sustainable wealth systems. Experience working with high-net-worth individuals — and helping medium-net-worth individuals grow into high-net-worth through advanced planning — is highly valued. Key focus areas include: • Cost segregation, accelerated depreciation, and bonus depreciation strategies • Short-term rental planning and grouping elections to optimize income treatment as well as joint venture structuring in real estate acquisitions • Structuring pathways to qualify for Real Estate Professional (REP) status • Designing the accounting angle of multi-tier LLC structures and integrating foreign corporations when advantageous • Corp-to-Corp contracting strategies to maximize Solo 401(k) and Mega Backdoor Roth contributions • Qualified Small Business Stock (QSBS) exemption planning • Installment sale structuring to defer and spread capital gains • Advising on step-up in basis strategies for partnerships and LLCs • Optimizing Qualified Business Income (QBI) deductions and business aggregation • 1031 exchange planning, including use of Delaware Statutory Trusts (DSTs) Additional preferred qualifications: • Licensed as a CPA in Maryland or with significant Maryland tax expertise alongside federal law • Actively keeps up-to-date on federal and Maryland tax changes, seeking proactive strategies to maximize client advantages • Demonstrates strong experience mentoring clients through evolving tax planning, not just annual filings • Comfortable advising on complex cross-border and multi-entity tax structures Nature of engagement: This is intended as an ongoing strategic relationship, including regular one-on-one calls to review current tax posture, plan for future strategies, and adjust proactively. The focus is on building long-term, collaborative tax optimization — not simply annual tax filing. A welcoming and affirming environment for LGBTQ+ clients, deep technical mastery, and creative, client-focused problem-solving are essential. Attention to detail: for example, comfort (even excitement) reviewing an excel tax model together with the client over a screen-sharing Zoom call The goal is to partner with a CPA who sees the tax code as a powerful tool for legally building and preserving wealth over the long term.

Keyword: Design Consultant

CPA Bookkeeping Accounting Finance & Accounting Tax Law Real Estate Financial Accounting