MAR 11, 2019 Posted in Budget, Accounting

International Cash and Assets


In recent years the IRS has been on a mission to identify and investigate US citizens hiding assets offshore. There have been countless news articles detailing how international banks make settlements to help US citizens avoid taxes. Recently the release of the Panama Papers and the Paradise Papers (Appleby) opened the world to how the top 1% of the wealthy stash their assets offshore.

Continue reading →
JULY 09, 2019 Posted in Financial

$40,000 Tax Return Error


At SRG Advisors, LLC we believe in more than just being tax preparers; we strive to be our clients’ financial quarterback. CPA’s are the most trusted advisors to their business and personal clients. Clients who hire the right CPA and ask questions before making decisions will always come out ahead.

Continue reading →
MAR 06, 2018 Posted in Financial

1031 EXCHANGE


My specialty at SRG Advisors, LLC is real estate. While our clients hail from varied industry groups, some of the largest, challenging, and rewarding ones are in the real estate industry. Today I would like to highlight some simple and complex transactions we have worked on in this field, many that have involved 1031 exchanges.

Continue reading →