The client has made the following changes to the job.
Client prefers freelancers from:
You are still able to submit a proposal for this job.
The client prefers freelancers from
a different location.
A number of questions re
1) IRA options for small business owners. Various scenarios. Overview, Pros cons clearly defined.
2)Self directed IRA to invest in small businesses. Pros cons Restrictions
3) 401k setup for small business. Overview, Players, options, pros cons.
I envision one or 2 phone consultation sessions.
I'd like a memo afterwards summarizing the consultation and perhaps a chart illustrating financial ramifications. Must be able to communicate clearly and patiently with an intelligent but non-accountant professional.
The specs for time required and topics will be flexible.
You should have proven credentials in the field such as CPA, CPC , CFP , affiliation with ASPPA and related proven work experience . Please do not bid with an expectation to set up a plan. This is informational sessions not transactional.
Sign in or Register to see more