David Kupferman, CPA

IREXA - Financial Services / Wealth Strategies

At IREXA - Financial Services / Wealth Strategies, we are committed to helping our clients keep more of what they make by creating personalized, tax-efficient investment strategies. Our Strategic Tax Mitigation™ process is designed to optimize taxes for high net worth individuals and entities. This multi-tiered financial planning protocol takes into account the impact of different sections of the tax code to maximize savings. Our team of experienced professionals has years of expertise in providing comprehensive wealth management solutions. We have a deep understanding of the tax code and its implications on investments, allowing us to create tailored strategies that meet the needs of our clients. We strive to provide the best service possible to ensure our clients can achieve their financial goals.

Nancy K. Phillips, PC

At Nancy K. Phillips, PC, we are a certified public accounting firm that provides specialized services to high net worth family groups and small business owners. We want to be your partner in helping you reach your goals, by providing personalized advice and support on complex tax laws, accounting software training, estate and trust tax work, and financial planning. Our well-trained professionals are experienced in their field and committed to delivering quality services to our customers. Our team is dedicated to helping you achieve financial independence and running your business more efficiently and profitably. With our expertise and knowledge, we will make sure you have the best guidance available to make informed decisions. We are here to help you make the most of your resources and strive for success.

Philip E. Gable, P.C.

Our firm, Philip E. Gable, P.C., provides estate and asset protection planning for high net worth individuals, professionals, and small business owners. We also offer Elder Law services and a range of business services such as buying/selling businesses, forming business organizations, commercial real estate transactions, lease agreements, employment agreements, general business contracts and litigation.We are committed to providing quality legal services that meet our clients’ needs. However, no representation is made that the quality of the legal services we provide is better than that of other lawyers.HD Vest Investment Services (HDVIS) and HD Vest Advisory Services (HDVAS) are registered broker-dealer and investment adviser, respectively. They are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. Please note that HDVIS does not accept purchase or sales orders via any social media platform or its messaging systems. In addition, this firm does not provide tax or legal advice. If you wish to access third-party website content, please refer to the HDVIS Social Media Policy for more information.

The Agency

The Agency is a full-service, luxury real estate brokerage representing clients worldwide in a broad spectrum of classes, including single-family residential, new development, resort and hospitality, residential leasing, luxury vacation rental and property management. The Agency tailors global marketing solutions for buyers, sellers, developers and landlords. Our services include: Representing the Buyers and Sellers of World-Class Architectural Estates. Providing Comprehensive Sales, Marketing and Management Solutions for New Developments, Representing Luxury Leasing Properties and Vacation Homes Worldwide, and Personal Concierge Services Exclusively for High Net-Worth and International Clients.

Keystone Tax and Accounting

Keystone Tax and Accounting is a professional tax preparation service located in Sunnyvale and Los Gatos, California. We specialize in high net worth individual tax preparation, business taxes for LLCs, single member sole props, S corps, C corps and partnerships, as well as cryptocurrencies, stock options, 1031 exchanges and tax modeling. Our team of experienced professionals also offer tax resolution services, such as handling IRS and state audits, collections, liens and levies, non-filed returns, amended returns, and back taxes owed. With over 15 years in the field, we strive to provide competitive prices for our clients. At Keystone Tax and Accounting, we offer an extensive range of services that are tailored to your individual needs. Our team of professionals are highly experienced and have worked with big four companies, making us well-equipped to handle all of your tax preparation and resolution requirements. From home sale taxation and depreciation to past-due returns and stock option taxation, we have the skills and expertise to make sure your taxes are done right.

Maclennan Investment Group

Maclennan Investment Group is a leading real estate broker specializing in commercial real estate in Contra Costa and Alameda counties. Our experienced team provides strategic analysis, expert local knowledge, and extensive connections to create the perfect real estate solution for landlords, investors, and developers. We have provided excellent services to high net worth individuals, investors, business owners, and heirs. Our services include investment real estate, tenant representation, landlord representation, industrial real estate, office real estate, and rental real estate.

Bayya Tax & Accounting

At Bayya Tax & Accounting, we strive to create long-term value by aiding in the growth of individuals and businesses. We provide tax and accounting services to a wide range of clients from low to high-net worth individuals, to sole proprietorships, limited liability companies, S-Corporations and C-Corporations. Our team is committed to providing our clients with a tailored experience that gives them peace of mind. We offer appointments only, so get in touch for your free consultation today. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

RL Paler Investment Advisors

RL Paler Investment Advisors, LLC is committed to providing the best possible wealth management solutions for high-net-worth families. We understand the importance of avoiding any potential conflicts of interest that come with working with Wall Street firms. Our performance-based fee-based money management services are tailored to meet the needs of our select clients. Our team is highly experienced in a range of services, including individual and trust accounts, individual retirement planning, corporate accounts, corporate retirement plans, and foundations. We go above and beyond to ensure that your investments are managed with the utmost care and attention.