[Tom52]

I need a recommendation for someone that can give good advice and prepare a plan that considers tax implications for IRA to Roth conversions plus selling of I bonds and large untaxed income in the next few years.

[village dreamer]

Originally Posted by Tom52

I need a recommendation for someone that can give good advice and prepare a plan that considers tax implications for IRA to Roth conversions plus selling of I bonds and large untaxed income in the next few years.

my uncle joe is a great accountant , but he cant take on any new accounts till he gets out of prison.....

[Badger 2006]

Originally Posted by Tom52

I need a recommendation for someone that can give good advice and prepare a plan that considers tax implications for IRA to Roth conversions plus selling of I bonds and large untaxed income in the next few years.

Mark Murphy CPA /407-670-4289 / I have used Mark’s services for years, and with what he has accomplished for me, I certainly believe he can do for you.

[Babubhat]

Go to Ed slott website and find local trained person.

Ed Slott and Company, LLC - America's IRA Experts

VICKI BEAM

Fortitude Wealth Planners LLC
Financial Advisor
4075 County Road 106
Oxford, FL 34484
2319472920
[email protected]
Website

[thelegges]

Originally Posted by Badger 2006

Mark Murphy CPA /407-670-4289 / I have used Mark’s services for years, and with what he has accomplished for me, I certainly believe he can do for you.

We use Mark also, if there is a complication he's right there to fix it

[CoachKandSportsguy]

give Haggar on here a private message, he is very good as well.

I do my own, my parents, our LLC, and several trusts. And I have conversed with Haggar about some technicalities, and he is very knowledgable.

[BeatriceG]

I would like to reach Mark Murphy for tax services but have not been successful by phone. Does anyone have his email address? Thank you!

Originally Posted by Badger 2006

Mark Murphy CPA /407-670-4289 / I have used Mark’s services for years, and with what he has accomplished for me, I certainly believe he can do for you.

[Birdibarb]

[email protected]

[Sparky99]

Fines vs. Taxes: A fine is a tax for doing wrong; a tax is a fine for doing well.

[Sparky99]

Tax Code Length: The US tax code is so long that even the instructions for the instructions need a table of contents.