@Opus 17 I certainly appreciate the advice and do not disagree.
Which of the below experts would you recommend I seek out? I sought professional advice prior to this post from a CPA and AFSP but have not found someone yet who is familiar or confident enough to take on this question.
- Attorney Credential
- Certified Public Accountant Credential
- Enrolled Agent Credential
- Enrolled Actuary Credential
- Enrolled Retirement Plan Agent Credential
- Annual Filing Season Program Participant
