Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Sovereign Tribal Tax Credits
Leveraged Deductions (Fee Simple)
Research and Development Tax Credits & Employee Retention Credits.
Small Business Growth, Scaling, and Increasing Enterprise Value
IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan
45L: Energy Efficient Home Credit & 179D: Energy Efficient Commercial Building Deduction + Energy Evaluation Program (Green appraisal).
1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
Trust and Estate Settlement
Strategic partner in Premium Financing and Advanced Life Insurance solutions.
Cost Segregation plus Advanced Tax Incentives
Providing advisory and execution services to help families grow, manage or preserve real estate wealth.
Life Settlements
Client Facing EAT (Life Insurance and Annuities) Integration Specialist
Section 105 Voluntary Group Benefits Plans
Sell Side M&A/Exit Consulting For Founder Led Businesses
Sales Tactics Coach
Life Insurance Solutions
Tax Mitigation Specialist using Solar Investment Strategies
Employee Benefits,Personal and Commercial Insurance
Research and Development Tax Credits
Cost remediation specialist for businesses and business owner’s personal expenses.
Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies
EAT/Secura Disability Insurance Specialist
National Cost Reduction Consultant, specializing in Employee Group Healthcare
Private Reinsurance Specialist
Tax Mitigation, Oil & Gas Developmental Drilling Programs
Fractional CFO/bookkeeping using Automation/AI
Business Exit Planning & Certified Business Valuation
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
Certified College Funding Specialist
Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)
Charitable Gift Financing / Advanced Pension Plans
Business Financing Specialist
Technology and Cyber Security Specialist
Employee Benefits Specialist
Tax Resolution Specialist
Advanced Qualified Plans
Estate Planning ($0 to $5m)
Advanced Tax and Estate Planning
Business Growth Consultant
Premium Financing (Min $2.5 Million Net Worth)
Captive Insurance Companies
Business Exit Planning
Advanced Planning Lead
Advanced Tax and Estate Planning
Proactive Coordinator
Leadership, Cultural and Business Growth Expert
Charitable and Legacy Planning Specialist
Advisor Growth Coach
Proactive Facilitator & Client Relationship Lead
Cost Remediation - Property Tax Reduction and Economic Incentives
ESOP Expert
Premium Financing - Premium Funding (Min $10 Million Net Worth)
Tax Incentives for Export Businesses
Estate Planning Specialist (Estates $0 to $5m)
Disability Insurance Specialist - Provider of DI Planning Software
Merchant Processing Specialist - Credit Cards and ACH
Client Business Advisory
Advanced Tax and Estate Planning
Outsourced CFO Specialist
Proactive Coordinator
Tax Mitigation Specialist using Solar Investment Strategies
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.