Ashby P.
Retirement Plan Specialist
Kim c.
Tiny Home Investment
Strategy
stuart k.
Data Driven Active
Management
john b.
Alternative Investments
& Oil & Gas Investments
gil p.
Leveraged Charitable
Donations
ben d.
Leveraged Charitable
Donations
Frank C.
ESOP Sell Side Advisory Services
Marie A.
Specialist in SBA Lending in Mergers and Acquisitions and Owner-Occupied Real Estate
Van C.
831(b) Microcaptive Strategy
Wilton W.
Digital Employees: Robotic Process Automation (RPA) and Artificial Intelligence (AI) Solutions.
Boris P.
Tax Mitigation Specialist using Solar Investment Strategies
Charles R.
Research and Development Tax Credits
Chase R.
Leveraged Deductions (Fee Simple)
Damayanti W.
Research and Development Tax Credits & Employee Retention Credits.
Darren S.
IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan
Jay F.
1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
Rob K.
Energy Asset Tax Mitigation Strategies
Josh Y.
Trust and Estate Settlement
Julian M.
Strategic partner in Premium Financing and Advanced Life Insurance solutions.
Julio G.
Cost Segregation plus Advanced Tax Incentives
Keith C.
Providing advisory and execution services to help families grow, manage or preserve real estate wealth.
Mark M.
Life Settlements
Michael W.
Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies
Mitch N.
EAT/Secura Disability Insurance Specialist
Reid L.
Section 105 Voluntary Group Benefits Plans
Scott P.
Tax Mitigation, Oil & Gas Developmental Drilling Programs
Sean R.
Fractional CFO/bookkeeping using Automation/AI
Steve D.
Business Exit Planning & Certified Business Valuation
Ted J.
Sell Side M&A/Exit Consulting For Founder Led Businesses
Ted L.
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
Tim G.
Sales Tactics Coach
Tracy A.
Certified College Funding Specialist
Aleks D.
Charitable Gift Financing / Advanced Pension Plans
Ami K.
Business Financing Specialist
Andrew L.
Technology and Cyber Security Specialist
.avif)
Andy R.
Employee Benefits Specialist
Ben G.
Tax Resolution & Tax Planning, Cinematic Returns
Bruce G.
Advanced Qualified Plans
Chris H.
Estate Planning Software: Advisor driven, attorney created, custom estate planning documents online in real time.
Mia Morrison J.
Advanced Tax and Estate Planning
Dan Z.
Business Growth Consultant
Darren S.
Premium Financing (Min $2.5 Million Net Worth)
Derek S.
Captive Insurance Companies
Don F.
Business Exit Planning
James D.
Advanced Tax and Estate Planning
Jeff D.
Leadership, Cultural and Business Growth Expert
Jeff S.
Cost remediation specialist for businesses and business owner’s personal expenses.
Joel G.
Cost Segregation
John F.
Charitable and Legacy Planning Specialist
Jon R.
Advisor Growth Coach
Josh M.
Cost Remediation - Property Tax Reduction and Economic Incentives
Laurence W.
Outsourced Bookkeeping, CFO and Tax Professionals
Loren H.
Structured Ownership Program: Tax mitigation for both capital gains and ordinary income (excluding W-2 income).
Mark G.
Premium Financing - Premium Funding (Min $10 Million Net Worth)
Matt M.
Tax Incentives for Export Businesses
Michael S.
Disability Insurance Specialist - Provider of DI Planning Software
Noel C.
Merchant Processing Specialist - Credit Cards and ACH
Randy F.
Advanced Tax and Estate Planning
Ron E.
Outsourced CFO Specialist
