• CPA CPE Courses — 6 NASBA-approved classes teaching advanced tax strategies • Business Owner Benefit Plan (Restricted Property Trust™) — shelters up to 70% of contributions from current tax, builds a creditor-protected personal wealth plan • Capital Gains Tax Deferral — 1031 Exchanges, DSTs, and Deferred Sales Trusts for sellers of highly appreciated assets • Business Valuation & Succession Planning — aligning business value with the owner's exit and legacy goals • Life Insurance Implementation — for strategies that redirect tax savings into permanent life insurance, funding key-person and buy/sell coverage, and building tax-deferred and tax-free-access to cash value.

My clients, who are industrious families, business owners, and professionals, seek assistance and strategies to grow and safeguard their wealth. They work hard and smart in their business and professions and understand that taxes are one of the biggest obstacles to building wealth and financial success.