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Robert Boggess

IREXA Financial Services/Wealth Strategies
Financial Advisor
rboggess@irexa.net
(866) 596-1031

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Robert L. Boggess, the CEO and Chief Strategist for IREXA Financial Services/Wealth Strategies utilizes his expertise as a Commercial Real Estate broker, a Registered Representative, a Licensed Insurance Producer, and a Registered Investment Advisor to help clients build, manage and preserve their financial wealth. As a fiduciary, Bob employs comprehensive strategies using all of his resources to develop innovative Tax Mitigation Strategies to help his clients achieve their goals and objectives. He started his career as a licensed architect and believes his approach has allowed him to come full circle; Bob considers his work financial architecture.

About Us: IREXA Financial Services/Wealth Strategies, provides wealth enhancement solutions using a wide variety of traditional and non-traditional strategies to achieve client goals. At IREXA, we listen, assess, analyze, design and implement strategies and programs that best align with a client’s individual wealth enhancement requirements taking advantage of an ever-changing economic and taxation landscape.

Archived Webinars Offered

TAX MITIGATION STRATEGIES: CASE STUDIES USING SECTIONS OF THE TAX CODE

Date RecordedNovember 14, 2016  CostFREE  Course Length2.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent