Complex retirement-plan decisions deserve more than a quick answer.
Whether you're evaluating an advanced investment strategy, dealing with a complicated transaction, questioning something you've already done, or trying to determine the right path forward, work through your specific situation directly with Tim Berry.
Your Private Strategy Session includes up to 45 minutes of dedicated consultation, an opportunity to submit relevant information beforehand, personalized strategic guidance, and a concise summary of recommended next steps.
Nearly 30 years of retirement-plan experience, applied directly to your situation.
Already completed a $125 Retirement Certainty Session? Your full $125 payment can be applied toward this session when booked within 14 days of completing your original consultation.
Apply My $125 Consultation Credit →
Tax Academy members: enter your membership email when booking and the $650 member rate applies automatically. No coupon code is required.
The Retirement Certainty Session is designed to address one focused question.
The Private Strategy Session is designed for situations requiring more extensive discussion, preparation, and strategic consideration.
This is where you bring the bigger picture to Tim.
Submit relevant background information and selected documents before your appointment so Tim has an opportunity to understand the circumstances surrounding your question.
Spend up to 45 minutes directly with Tim exploring your situation, relevant rules, potential risks, available approaches, and the considerations that may affect your decision.
Work toward a practical direction based on your circumstances, rather than relying on generalized educational materials or advice intended for someone else's situation.
Receive a concise written recap of key considerations discussed and recommended next steps after your session.
This is a brief action summary, not a formal legal opinion or comprehensive written analysis.
The objective isn't to fill 45 minutes. It's to make productive use of Tim's experience to help you move forward with greater clarity.
Reserve My Private Strategy SessionYou can spend hours searching online, reading IRS guidance, asking AI, watching videos, reviewing documents, and trying to determine how different rules apply.
But knowing the rules and knowing how they apply to your specific situation are two very different things.
When the transaction, retirement account, structure, or decision has meaningful money attached to it, sometimes the fastest path is simply getting the right person involved.
Free training, IRS guidance, articles, videos, AI tools, and your own research can help you understand how these strategies work.
You can absolutely take that path.
Bring your actual situation to Tim and spend dedicated time determining what applies, what may matter, and what your next step should be.
When the question is complicated, the value isn't just understanding the rules. It's understanding which considerations matter to your situation, what options may be available, and what should happen next.
You can spend years learning the rules, researching transactions, studying changes, making mistakes, correcting them, and developing judgment through experience.
Measured in years
Or you can bring your situation to someone who has already spent nearly 30 years doing it, and have that experience applied to your specific circumstances.
But when you have a complex transaction, an important decision, or a situation that needs more individual attention, the Private Strategy Session gives you dedicated time to work through it directly with Tim Berry.
Book a Strategy SessionThe Private Strategy Session is built for more complicated situations, not routine questions. If one of these sounds familiar, it puts your specific situation directly in front of Tim.
You're evaluating an investment or transaction involving multiple parties, entities, accounts, or regulatory considerations and want to examine the structure before proceeding.
You've completed a transaction and have concerns about how it was structured, documented, or handled. You want to discuss potential issues and determine whether further investigation or corrective work may be needed.
You're considering a retirement-plan strategy involving issues beyond routine plan administration and want to explore its structure, limitations, and possible implications.
You're considering or have completed transactions involving real estate, private lending, private companies, or alternative investments through retirement accounts and need a more detailed strategic discussion.
You've received conflicting guidance, identified a potentially significant problem, or encountered a situation where the appropriate next step is unclear.
You've researched your options, but the financial or compliance consequences make it important to discuss your specific circumstances before moving forward.
Recognize your situation?If your situation involves more than one connected concern, significant financial consequences, or decisions that require a more detailed discussion, this session is designed for you.
Book a Private Strategy SessionNot every retirement-plan question requires a private strategy session. We want you to receive the appropriate level of assistance without paying for services you don't need.
For routine member questions and account assistance
Active Tax Academy members can continue using their existing member support channels for routine questions, account assistance, and services included in their membership.
There is no additional consultation fee for using included support services.
For one specific retirement-plan question or concern that would benefit from a focused conversation with Tim.
Best when you need direction on a narrower issue rather than extensive strategic discussion.
For complex situations requiring more discussion, an opportunity to submit relevant documents, and a personalized plan for next steps.
Four steps from booking to a clear direction forward.
Select an available appointment, verify your Tax Academy member rate if applicable, and complete your secure booking.
If you have an eligible $125 consultation credit, apply it before paying.
After booking, complete a brief intake form explaining your circumstances, the primary issue, and what you want to accomplish.
You can securely submit selected documents or background materials that may help Tim prepare.
Meet privately with Tim for up to 45 minutes to discuss your situation, relevant considerations, available approaches, and potential next steps.
Determine your next steps and receive a concise follow-up summary of the discussion.
If additional research, document preparation, formal analysis, or implementation is needed, those services can be considered under a separate agreement.
The purpose is not to fill the clock.
If the central issue can be addressed in less than 45 minutes, that is a successful session. The price reflects dedicated access, preparation, and the nature of the service, not a guarantee that every appointment will last exactly 45 minutes.
The Private Strategy Session helps you understand your situation, discuss potential approaches, and determine appropriate next steps.
In some cases, moving forward may require additional work.
Examples include
Your Private Strategy Session is a complete consultation service in its own right. Additional services are offered only when appropriate to your situation.
In their own words. Reviews are shown as written by the clients who left them.
"Tim Berry is thorough, accessible and most importantly, EFFECTIVE. I mistakenly moved IRA money in a way that made it taxable instead of a roll-over and Tim was able to penetrate the bureaucratic wall at the IRS via a clear presentation of the facts and appropriate citations. The initial IRS ruling was reversed. I highly recommend him!"
"Tim helped me out with an error my tax accountant found while doing my 2018 taxes for my self directed IRA. I called Tim and explained the situation. He immediately gave me 3 different options of what I could do to resolve my issue for the 2018 tax year. He prioritized each of the 3 and explained the risks. He is a great resource and I'll be utilizing his services again."
"So I received a 1099 that should have been issued to my LLC. This was going to be expensive if I couldn't get it resolved. I talked to several people in the tax and financial fields and got numerous answers and suggestions none of which made much sense. Tim Berry called me back in few minutes told me just how to handle my problem. His willingness to give me a few minutes of his time and his knowledge got me through a stressful situation. Thanks again Tim"
"A man qualified to talk straight simple language to usually confused IRS agents. Not a 10-page response short, sweet, and to the point. Tim does not relent over $50k in penalties gone. And his fee is embarrassingly fair."
"My wife and I were referred to Timothy Berry regarding a piece of property we were thinking about purchasing with an IRA. He explained the different ways we could purchase the properties that would give us the best tax advantages. I found Timothy to very knowledgeable, and his information informative. It was refreshing to speak to a lawyer with our best interest in mind. I would recommend Timothy to anyone who is in need of a lawyer in his field."
"As a practicing attorney, I've seen the best and the worst when it comes to lawyers. Simply stated, Tim Berry is one of the best. I've had the pleasure of both knowing Tim for almost ten years as well as working with him on several occasions. Tim is extremely knowledgeable, dedicated to his clients, ethical, and very professional. In fact, Tim is an attorney who other attorneys go to for help. In sum, if you ever need an attorney I would suggest that you contact Tim Berry for assistance."
"Tim Berry is an attorney you need to work with! He is a good listener, accessible and respectful of your time. He has great knowledge with retirement planning and the many nuances involved. Tim is the whole package incredibly helpful. I highly recommend him."
"Tim Berry really made a HUGE difference in my life. The case he just handled for me was about taxes, but I've also learned a lot about asset protection. He truly took a burden off of me. He was considerate, respectful, knowledgeable and really great to work with. I would recommend him to anyone needing a really good attorney: he really has changed my life."
Enter your membership email above the calendar. The $650 rate applies automatically.
For clients who are not active Tax Academy members.
Live availability from Tim's calendar.
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Enter the email you used for your $125 Retirement Certainty Session. We'll email you a 6-digit code to apply your credit before you pay.
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“Tim is an attorney who other attorneys go to for help.”
Tax Academy members $650 · Standard $950
Still deciding? Check your rate with your email. It only takes a moment.
Check My RateThe $125 Retirement Certainty Session is intended for one focused question or concern and includes up to 15 minutes with Tim.
The Private Strategy Session provides up to 45 minutes of dedicated consultation for more complicated situations, an opportunity to submit relevant information and documents beforehand, and a concise summary of recommended next steps afterward. It is designed for circumstances requiring more extensive discussion and strategic consideration.
No. If you already know your situation requires a more comprehensive discussion, you can book a Private Strategy Session directly.
Yes. If you've completed a Retirement Certainty Session, your entire $125 payment can be credited toward a Private Strategy Session booked within 14 days of completing your original consultation.
For active Tax Academy members, this reduces the payment from $650 to $525. For nonmembers, it reduces the payment from $950 to $825.
Yes. You can securely submit selected relevant documents and background information to help Tim prepare.
Extensive document review, formal written analysis, and document preparation are not included in the session price.
The Private Strategy Session includes a concise post-session summary of key considerations and recommended next steps.
This is not a comprehensive legal memorandum, formal written opinion, or detailed implementation package. Those services can be discussed separately if needed.
If your situation requires specialized documents, amendments, corrections, formal analysis, or implementation services, Tim can discuss the available next steps.
Any additional services will be separately scoped and quoted under an appropriate written agreement. No additional services or charges will be initiated without authorization.
Active Tax Academy members receive the $650 member rate. Clients who are not active members pay the $950 standard rate.
Membership is verified using the email associated with your active Tax Academy account. Enter it in the email box above the calendar and the member rate applies automatically before you pay. No coupon code is needed.
Yes. Tax Academy members can continue using their existing support services for routine questions and assistance included in their membership.
The Private Strategy Session is a separate service for clients who want dedicated live time with Tim and a more comprehensive discussion of their situation.
The session provides up to 45 minutes, not a mandatory 45-minute discussion. If your primary concerns can be addressed sooner, the session has accomplished its purpose.
The fee reflects dedicated access, preparation, and the strategic nature of the consultation.
You can reschedule anytime from your confirmation email. Cancellations are not refundable. These terms are also shown before you pay.
The 400% Value Guarantee offered with the $125 Retirement Certainty Session does not apply to the Private Strategy Session.
No. The consultation is intended to help you discuss your situation, understand relevant considerations, and determine potential next steps.
No particular tax, IRS, legal, financial, or transaction result is guaranteed.
When the situation is complicated, the decision is important, or the potential consequences are significant, get Tim Berry directly involved.
Bring your circumstances, explain what you're trying to accomplish, and work through the considerations that matter.
Up to 45 minutes of dedicated consultation, advance submission of relevant information, and personalized next steps.
Already completed a $125 Retirement Certainty Session? Apply your eligible $125 credit before checkout. Apply My Consultation Credit →
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Verify Your Email & BookSame core session for clients who are not active Tax Academy members.
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