Howdy All,
I really appreciated the feedback on the land questions.

Any recommendations for a great CPA who is good with doctors. I need tax optimization/strategy, land trust, help with a possible defined benefit plan. The works.

I'd prefer Georgetown but am willing to drive for an awesome guy or gal.

Sounds like you need more than just a CPA

Brother you're not wrong.

My firm is a fee only RIA offering investments, tax planning and preparation and estate planning in house.

www.holisticplanning.com

I think Brian at Benedict McCabe might be a good fit for this. https://www.benedictmccabe.com/team

They are in Westlake although I have never visted them in person (all my meetings are google meet) and I don't know what they do in terms of virtual vs in person meetings.

If you want a referral let me know and we can connect.

There is a firm called Cain Watters in Dallas that specializes in this. I have sent a few people that direction and all are very happy. The whole team there is really good.

I'd love to connect you to my business partner.. checks your boxes and then some. John@fourthpointrealestate.com is email.

FinalCylon said:

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Howdy All,
I really appreciated the feedback on the land questions.

Any recommendations for a great CPA who is good with doctors. I need tax optimization/strategy, land trust, help with a possible defined benefit plan. The works.

I'd prefer Georgetown but am willing to drive for an awesome guy or gal.

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I may be too late on this as you may have found someone already. The company I work for specializes in tax mitigation strategies. We are based in Dallas but could set up a zoom call to hear about what you are looking for and make some recommendations. Feel free to DM me if you want to have a call. If you want to research the company it is dannahinvestments.com. Good luck with whatever you decide to do.