TaxMaster offers non-SEC-defined wealth management advice and services. In other words, it provides non-securities-investment wealth management advice.
This includes estate and asset protection planning, tax optimization strategies, tax return preparation, business, asset protection, estate planning, entity set up, and the development and execution of legal documents like trusts.
TaxMaster is a shared owner affilate of the Camarda Wealth Advisory Group but separate from investment advisor Camarda Financial Advisors for regulatory reasons, and to respect and accommodate the separate prerogatives of the SEC and IRS. Functions are highly coordinated to help deliver on Camara’s Total Wealth CareTM/one-stop value proposition. TaxMaster fees – typically for tax research, tax returns preparation, legal documents, and entities structure execution – are separate and distinct from Camarda’s. TaxMaster’s team includes Ph.D.s, CPAs, attorneys, & admitted Federal tax practitioners.