
Services
Real Estate
Real Estate Investment Trusts (REITs)
Delaware Statutory Trusts (DSTs)
Interval Funds
LLC/LP Opportunities
Alternatives
Drilling Funds for tax deductions/income
Leasebank Funds for income and capital gain
Royalties for income, some tax advantage

Frank Dunn, CPA (TX & NY)
EDUCATION:
MBA, St. John’s University
BBA, University of Notre Dame
Annual continuing education courses in the areas of investments and income taxes
PROFESSIONAL LICENSES: Certified Public Accountant (N.Y. and Texas)
Registered Representative licensed in numerous states
Investment Advisor Representative licensed in numerous states
We welcome challenges.