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Nashional Tax Planning

Tax planning services for individuals, real estate professionals, and business owners is provided by: Nashional Tax Planning

Nashional Tax Planning provides comprehensive and advanced tax planning advice for individuals, real estate professionals, and business owners. 

Engagements can be on-call, as needed conversations or provided as an in-depth analysis of your current situation and creation of a long-term strategic plan to maximize tax deferral and savings opportunities today and tomorrow. We also offer implementation services and solution specialists so that the plan can be put to work for you.

If you are an individual, real estate professional, or business owner at any stage of the life or business-ownership cycle, reach out and let’s start a conversation to see if we are a good fit for you.

Nashional Investments

Investment management for individuals and businesses is provided

by: Nashional Investments.

Nashional Investments is an independent registered investment advisor that focuses on ensuring clients can invest the way they want through our broad platform of traditional and alternative investment options and strategies. As a fiduciary, our breadth of investment choices is expansive and includes stocks, bonds, and ETFs (collectively, “Traditional”); as well as private equity, hedge funds, managed futures and options, commodities, real estate, and structured notes (collectively, “Alternatives”).  If you want it, we have it.

We work with clients to help them develop strategies and portfolios that fits their needs and preferences.  We understand that risk, systematic and non-systematic, must be properly managed and mitigated, which can only be done through diversification using multiple asset classes. We support active and passive management and believe a case can be made for both approaches.  Our client engagement emphasizes tax planning and the potential tax implications of your decisions.  Your net investment return is what matters.

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Contact

 

Office: *855-627-4466

Toll-Free: *855-NASHIONAL

 

Texas - Main Office

5900 South Lake Forest Drive

Suite #300

McKinney, TX 75070

 

New Jersey

100 Morris Avenue

Suite #205

Springfield, NJ 07081

Send an Email

Disclosures

WARRANTIES & DISCLAIMERS

 

There are no warranties implied.

Insurance products and services are offered and sold through Nashional Independent Insurance Agency LLC and its appointed agents who are individually licensed in all appropriate jurisdictions.

 

Nashional Insurance, and all other companies referred to, are not attorneys. Please consult with an attorney for legal advice.

 

Nashional Financial consists of Nashional Independent Investment Management LLC ("RIA Firm") and Nashional Independent Insurance Agency LLC. Investment Advisory Services are offered through Nashional Independent Investment Management LLC, a registered investment adviser. Nashional Independent Investment Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Nashional Independent Investment Management LLC's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Nashional Independent Investment Management LLC's web site on the Internet should not be construed by any consumer and/or prospective client as Nashional Independent Investment Management LLC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Nashional Independent Investment Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Nashional Independent Investment Management LLC, please contact the state securities regulators for those states in which Nashional Independent Investment Management LLC maintains a registration filing. A copy of Nashional Independent Investment Management LLC's current written disclosure statement discussing Nashional Independent Investment Management LLC's business operations, services, and fees is available at the SEC's investment adviser public information website – www.adviserinfo.sec.gov or from Nashional Independent Investment Management LLC upon written request. Nashional Independent Investment Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Nashional Independent Investment Management LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

 

Nashional Independent Financial Group LLC and other companies referred to within this document are not CPA firms. Tax replated services are available through an affiliated entity, Nashional Tax Planning LLC

 

Tax and accounting services are offered through an affiliated entity, Nashional Tax Planning LLC.

 

1031 Exchange services are offered through an affiliated entity, Above & Below 1031 LLC.

 

Commodity futures and options are offered through Lakefront Futures & Options and aiSource (collectively, "Lakefront"), an unaffiliated third party for which Nashional Financial has no ownership interest. Jeff Nash serves as a Branch Office Manager for Lakefront. Trading commodity futures, options, and foreign exchange involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. Managed accounts and/or managed futures are risky and may not be suitable for all investors. Please consult with a Managed Futures specialist prior to investing.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Check the background of your financial professional on www.advisorinfo.sec.govClick Here

 

CRD#: 6031965 and CRD#: 289955

 

Our Privacy Policy can be found here.

 

The account security policy for the web-based budgeting and planning tool that we use can be found here.

 

Nash-Up prices are subject to change without warning.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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