Dedicated Local CPA and
Proactive Planning Advisors
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.
CPA & Interim CFO Consultant
Advanced Planning Lead
R&D Tax Specialist
Commercial Insurance Expert
Life, Disability, LTC Insurance Expert
National Experts Who We Partner With
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Small Business Growth, Scaling, and Increasing Enterprise Value
IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan
Life Settlements
CPA & Interim CFO Consultant
Life Insurance Solutions
Workers’ Compensation Premium Recovery and Workers’ Compensation Consulting Services
Tax Mitigation Specialist using Solar Investment Strategies
Trust and Estate Settlement
Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies
EAT/Secura Disability Insurance Specialist
Section 105 Voluntary Group Benefits Plans
National Cost Reduction Consultant, specializing in Employee Group Healthcare
Business Exit Planning & Certified Business Valuation
Sales Tactics Coach
Certified College Funding Specialist
Charitable Gift Financing / Advanced Pension Plans
Business Financing Specialist
Technology and Cyber Security Specialist
Employee Benefits Specialist
Advanced Qualified Plans
Tax Mitigation - Leveraged Deductions
EAT Annuity Solutions
Leveraged Deductions
Business Growth Consultant
Premium Financing (Min $2.5 Million Net Worth)
Captive Insurance Companies
Business Exit Planning
Advanced Tax and Estate Planning
Software Services (Tax Review System)
Leadership, Cultural and Business Growth Expert
Cost remediation specialist for businesses and business owner’s personal expenses.
Tax Mitigation Specialist using Solar Investment Strategies
Cost Segregation
Charitable and Legacy Planning Specialist
Advisor Growth Coach
Cost Remediation - Property Tax Reduction and Economic Incentives
Customized Business Owner Benefit Plans and Employee Retention Plans
EAT IMO Solutions
ESOP Expert
Individual and Business Tax Mitigation Specialist
Premium Financing - Premium Funding (Min $10 Million Net Worth)
Tax Incentives for Export Businesses
Estate Planning Specialist (Estates $0 to $5m)
Business Valuation (BizEquity)
Disability Insurance Specialist - Provider of DI Planning Software
1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
Merchant Processing Specialist - Credit Cards and ACH
Client Business Advisory
Advanced Tax and Estate Planning
Tax Mitigation, Oil & Gas
Tax Mitigation, Oil & Gas Developmental Drilling Programs
Fractional CFO/bookkeeping using Automation/AI
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn