Virtual Family Office
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Tax Mitigation Specialist using Solar Investment Strategies
Employee Benefits,Personal and Commercial Insurance
Sovereign Tribal Tax Credits
Leveraged Deductions (Fee Simple)
Research and Development Tax Credits & Employee Retention Credits.
Small Business Growth, Scaling, and Increasing Enterprise Value
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
Cost Segregation plus Advanced Tax Incentives
Providing advisory and execution services to help families grow, manage or preserve real estate wealth.
Life Settlements
Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies
Section 105 Voluntary Group Benefits Plans
National Cost Reduction Consultant, specializing in Employee Group Healthcare
Sell Side M&A/Exit Consulting For Founder Led Businesses
Certified College Funding Specialist
Business Financing Specialist
Technology and Cyber Security Specialist
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Employee Benefits Specialist
Tax Resolution Specialist
Advanced Qualified Plans
Research and Development Tax Credits
Estate Planning ($0 to $5m)
Advanced Tax and Estate Planning
Business Growth Consultant
Captive Insurance Companies
Advanced Tax and Estate Planning
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
Cost Remediation - Property Tax Reduction and Economic Incentives
ESOP Expert
Outsourced Bookkeeping, CFO and Tax Professionals
Structured Ownership Program: Tax mitigation for both capital gains and ordinary income (excluding W-2 income).
Disability Insurance Specialist - Provider of DI Planning Software
Merchant Processing Specialist - Credit Cards and ACH
Client Business Advisory
Private Reinsurance Specialist
Outsourced CFO Specialist
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
Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.