Bring the retirement-plan question, transaction, structure, strategy, or roadblock you need help with. Get dedicated time with Tim Berry to work through your specific situation and determine the clearest path forward, backed by nearly 30 years of retirement-plan experience.
Enter your Tax Academy email below to check your active membership and receive the $950 member rate. No coupon code is required.
You 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.
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.
When you want experience applied directly to your situation, that is what the Private Strategy Session is for.
Book a Strategy SessionIf one of these sounds familiar, a Private Strategy Session puts your specific situation directly in front of Tim.
You are considering a transaction and want to understand how it should be approached before moving forward.
Something has already happened and you want Tim's perspective on the structure, documentation, risks, or available next steps.
You are considering a strategy that goes beyond basic plan administration or introductory education.
You are considering or already using retirement funds for real estate, private lending, private companies, or other alternative investments.
You received conflicting information, discovered something concerning, or want another experienced perspective before proceeding.
You've done the research but still need to determine what makes sense for your specific situation.
Recognize your situation?Bring it to Tim and work through it directly.
Book a Private Strategy SessionThe Private Strategy Session is intended for situations where Tim's direct experience can meaningfully help you work through an important issue or decision.
If the Tax Academy team can handle your question, start there. If your situation needs Tim, this is the direct path to him.
Four simple steps from your question to your next move.
Before scheduling, briefly explain your situation and what you want to accomplish.
Upload relevant documents or background information before the session if they will help Tim understand the situation.
Get up to 45 minutes of dedicated time focused specifically on your situation.
The purpose is not to fill the clock.
If Tim can help you reach clarity in 15 or 20 minutes, that's a successful session.
If the situation requires additional work or implementation, those next steps can be discussed separately.
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."
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“Tim is an attorney who other attorneys go to for help.”
Tax Academy members $950 · Standard $1,450
Still deciding? Check your rate with your email. It only takes a moment.
Check My RateBring the transaction, structure, question, document, strategy, or problem you want to work through. You can also submit relevant documents before your session.
Most situations may not require the full 45 minutes. The session allows up to 45 minutes so there is enough time to understand your situation and work through the relevant questions without rushing.
Then we accomplished the objective. You're paying for dedicated access to Tim's experience and help working through the issue, not for Tim to fill a clock.
Yes. Relevant documents can be securely submitted during the booking process.
Yes. Tax Academy members can still submit questions by email at no additional charge. The Private Strategy Session is for clients who want dedicated live time with Tim.
If your situation requires additional work, services, or implementation, available next steps can be discussed separately.
Yes. Standard Private Strategy Sessions are available for $,1450.
Enter the email associated with your Tax Academy membership in the verification field on this page, then click Verify Membership. We will check active membership here on IRA Ideas. If your membership is active, the page will show the $950 member rate and booking form. If no active membership is found, it will show the $1,450 standard rate and booking form. You do not need to leave IRA Ideas or log in to the Tax Academy.
No. Tax Academy member pricing is tied to active membership checked through the email lookup on this page. No coupon code is required.
Nearly 30 years of retirement-plan experience, applied directly to the situation in front of you.
Up to 45 minutes of dedicated time with Tim Berry.
Active membership is checked by email on this page.
Verify Your Email & BookSame core session for clients who are not active Tax Academy members.
Book a Strategy Session