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Trusted Business Advisor > Resources > Advisory Assistance > Niche Experts and Subcontractor Resources

Niche Experts and Subcontractor Resources

Search for the area that is of interest to you and click on the link below to be introduced to a number of possible niche experts (sub-contractors) that you might want to involve with your clients while you are acting in the role of general contractor.

At this time, you do not have to be a TBA Resource Member to access this information.   However, this will likely change in the future.

Taxes and Estate/Retirement Planning
1031 exchanges

Benefit plans for small business

Dealing with the IRS

Distribution pension and retirement plans

Elder law

Estate planning

High net wealth Estate and trust work

S corp Specialist

Saving for college - 529 plans

State and Local Taxes
Investments, Insurance and Wealth Management
 Asset protection

 Disabled Siblings

 Investment planning

 Life Insurance

 Life Insurance settlements

 Long term care insurance

 Wealth management
General Business and Other Specialty Niche Areas
 Employee benefits-health benefits

 Family owned business

 Financial Management software

 Information technology

 Real Estate - Cost segregation

 Sophisticated Real Estate deals

 Succession planning

 Working with Trust Dept of a bank