Jun 27, 2023
Executive Vice President
Greg is the best in the business.
His knowledge of the industry, tax implications, and strategies continue to benefit my clients. As someone that has been in the industry for a while, it becomes easy to recognize industry experts that have a deep understanding of their specialty and I have found no better resource than Greg. Often times, I consult with Greg before consulting with my own accountant on real estate tax implications. After consulting with my accountant and them spending hours researching the issue at hand, they come back with the same solution Greg had from the beginning.
Recently, another exchange accommodator advised a client of ours on a particular item. Even the clients financial advisor and accountant were on the email and nobody found any fault from this exchange accommodator. I reached out to Greg for a second opinion. Greg answered his call right away, sent me a follow up email with links to the IRS website and a thorough explanation. I passed along the email to the client, accountant, financial advisor, and the other exchange accommodator. After research, they all concluded that Greg was correct. I can't imagine not having Greg as a resource.