We have currently established and advised more than 85 SMSFs and this number is increasing mainly thanks to the recommendation of existing customers. CSA`s goal is to provide our selected clients with improved intergenerational financial results. As a former CPA of a Big Eight audit firm, Craig approaches each case as if his own money were at stake, often applying his accounting and tax skills. For example, when the real estate market plummeted a decade ago, a client lost a large office building due to a foreclosure and was hit by a huge tax debt that they couldn`t pay. Craig Coan, a highly respected and practical legal advisor, former accountant and trader, uses entrepreneurial knowledge to create value in real estate transactions for his nationally diversified clients – developers, institutions, hedge funds, private equity holding companies, restaurateurs and REITs. The entrepreneurial empathy he`s developed as a director of his own derivatives trading company — “sleepless nights where he worries about where the market is going, personal experiences that many lawyers don`t have,” Craig says — motivates him to dig deep to solve his clients` problems and close deals. “I know how to think like an entrepreneur. In most cases, I am able to see the risk/reward that the client sees and identify what might be overlooked. “If, at the first meeting, we agree that there is a solid foundation, we will set out the extent of our advice and costs. A mandatory fee is made available to you for your agreement before any consultation.

Without your prior written consent, no tax will be charged. SMSFs are suitable for most clients, from young couples who are just starting to invest to older, wealthier people with millions. “My experience as an options floor trader on the Chicago Board Options Exchange, trading with my own money and managing my own business has given me a huge insight into my clients` business,” says Craig. “I had to make hundreds of decisions a day, each with a direct monetary consequence. As a result, I am not afraid to give my opinion to a client. » Comment: The higher the brokerage in the 1st Year, the lower the brokerage in the following years. The higher the brokerage in the following years, the more valuable you have as a client of the business and the higher the level of service you get. . . .