I am the owner and founder of Wm Stukey & Associates LLC, a CPA firm, that provides advanced tax planning (business, personal and self directed IRAs), business, personal and self directed IRA tax compliance, business advisory services and accounting/bookkeeping/payroll services.
As a virtual firm we serve clients all over North America. Our team serves clients ranging from $500,000 to $400 million in annual revenues. We file tax returns all all states annually.
Bill has boots on the ground experience with self directed IRAs and is an active real estate investor across the United States. Bill attends 3 to 4 real estate conferences annually as an investor and scouts GREAT investment concepts for his clients. Bill and his team typically reduce taxes 10% to 40% annually. By implementing the right tax strategies they have seen several clients federal income taxes decrease over $300,000. The ultimate tax goal is to move clients off the normal tax grid and over to self directed Roth IRAs where clients can expect to pay zero tax on appreciated value, withdrawals and be free from required minimum distributions.
Wm Stukey & Associates LLC focuses on the following industries;
• Social Media, Digital Marketing and Virtual Companies
• Artificial Intelligence, Blockchain and Advanced Technology Companies
• Dental and healthcare
• Oil and gas
• Food and Beverage and Lodging
• Professional Sports and Entertainment
• Manufacturing, Distribution and Logistics
• Real Estate
• Broker Dealers
• Banking and Financial Institutions
Bill has been CFO of a $400 million financial institution that focused on real estate lending, real estate development (commercial and multifamily), mortgage lending and the motion picture industry. He has started four successful businesses.
He is a frequent guest speaker on wealth building, retirement strategies, self-directed IRAs, real estate investment strategies and moving to a zero tax bracket. He has over 25 years experience in public accounting including tax seasons. He left PriceWaterhouseCoopers as an audit manager.
William Stukey is a contributing author of two tax planning strategy books 1) Writeoffs to the Rescue and 2) Thinking Outside the Tax Box.
Contact me today to set up a free interview to see if we are a good fit.
Call or text me at 2149261494 or email me at email@example.com.