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Tax Pro Mark J Kohler Trifecta

The Power 
of Good Advice

We fill the tax planning and advisory gap.

Services

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.
Advanced Tax Planning for Small Business

Fill the Gap with Customized Tax Planning and Advisory Services

Individuals, real estate professionals, and business owners who are seeking tax planning and advisory services.
Tax preparers, accountants, financial planners, and attorneys who want to offer their clients tax planning and advisory services.
About

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. 

Jeff Nash, CPA, CFP®

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

Contact Us

5900 S. Lake Forest Dr., Ste 380, McKinney, TX 75070

contact@nashionaltaxplanning.com

844-627-4829*

Office Hours: 

Monday - Thursday 9:00 - 5:00 | Friday 9:00 - 4:00 CT

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