Will a financial advisor give advice on tax implications of income from inherited Investment Real Property with tenants…without controlling the assets?
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Hi JCT,
Yes, some advisors, including myself, can provide financial advice for a fee without directly managing your assets. Given the tax implications, I recommend seeking an advisor with a CPA, EA, or a Master’s in Taxation.
Best,
Jing Zheng, CFP®, EA, MBA
Founder and Financial Planner
Neat Financial Planning, LLC
http://www.neatfp.com
(703) 468-1810