SERVICES
Taking Individuals, Real Estate Professionals, and Businesses to the Next Level
On-Call Tax Advice
Have a tax-related question, or ten? We offer on-call tax advice and guidance when you need it.
Strategic Tax Planning
We identify tax savings and tax deferral opportunities that will help you today and in the future.
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Solutions Specialists & Connectors
Opportunities won't do anything for you without being implemented by a solution specialist.
We advise on these tax strategies & solutions...
to name a few
Tax Deductions & Credits
Insurance Strategies**
Entity & Tax Election Optimization
Retirement Plans**
Cost Segregation Studies
1031 Exchanges**
**Insurance strategies are offered by Nashional Insurance for a separate fee.
Retirement plans are offered by Nashional Investments and Nashional Self-Directed for a separate fee.
1031 exchange qualified intermediary services are offered by Above & Below 1031 for a separate fee.
Fill the Gap with Customized Tax Planning and Advisory Services
WHAT MAKES US DIFFERENT?
This is the most important question for you to ask and our answer is simple – the breadth of our team’s collective knowledge and expertise.
Tax planning is a multi-disciplinary exercise, and there is often significant overlap between various financial services and other specialty areas, including the law.
We believe Nashional Tax Planning, along with the integration and combination of our related party affiliates and strategic service providers, offers a compelling and competitive advantage for you.
Those who work with us undergo a thorough and robust evaluation of their situation as we identify and implement several tax strategies and planning opportunities to help mitigate paying more in taxes than necessary.
Industry Experience
Jeff Nash has over 20 years of combined experience in financial services and taxation. His experience covers tax planning, traditional and alternative investments, insurance and annuities, commodity futures and options, and lending.
Licenses & Certifications
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant (Texas)*
- Main Street Certified Tax Advisor & Member of the Mark J Kohler Tax Advisor Network
- Investment Advisor Representative
- Series 3, 30
- General Lines Agent - Life, Accident, Health and HMO
- General Lines Agent - Property and Casualty
- Surplus Lines Agent
- NMLS #1823367
Education
- Bachelor of Arts, Political Science - University of Oklahoma
- Master of Taxation - Mississippi State University
Jeff Nash, CPA, CFP®
Principal Advisor
Contact Us
5900 S. Lake Forest Dr., Ste 380, McKinney, TX 75070
contact@nashionaltaxplanning.com
844-627-4829*
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Office Hours:
Monday - Thursday 9:00 - 5:00 | Friday 9:00 - 4:00 CT
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