Hi, my name is Jesse Lipscomb.
Hope you all are staying safe out there.
I am an Enrolled Agent licensed by the IRS, and as an Investment Advisor in California.
I specialize in Tax Planning for Real Estate Agents, Real Estate Investors, Retirees, and Small Business Owners – usually solo-preneurs & one person operation corporations.
As a former Army officer, I am also very familiar with the unique facets of military life, and work with many active duty service members and retirees.
Over the past 3 years, I have a built a Tax Planning, Preparation, and Resolution business that is both high tech & high touch.
We work with clients across the county – and for that matter, across the world, by leveraging technology.
We are now conducting 100% remote / virtual client meetings.
In response to today’s passage of the CARES Act, I have launched a new website called www.2020TaxStimulus.com
Over the next few days and weeks, I will be providing as much pertinent information as I can to help explain how law impacts you from a tax and financial perspective.
Also, in conjunction with the San Diego Association of Realtors, I am hosting virtual Tax Planning Workshops, where we’ll discuss the tax strategies to help you make it through the current insanity, as well as position yourself for success longterm.
Take care,
Jesse
Helpful Links:
Best to download the RingCentral Meetings app prior:
https://support.ringcentral.com/s/download?language=en_US
https://meetings.ringcentral.com/j/5994077894
Meeting ID: 599 407 7894
Or iPhone one-tap :
US: +1(623)4049000,,5994077894#
+1(773)2319226,,5994077894#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
US: +1(623)4049000
+1(773)2319226
2020 Tax Stimulus 