California: (714) 455-9848
Nevada: (702) 546-8825
Your dedicated home office that supports you in day-to-day matters.

Owner
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Advanced Planning Lead
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Charitable Gift Financing / Life Settlements and Investments

Business Financing Specialist

Technology and Cyber Security Specialist

Employee Benefits Specialist

Tax Resolution Specialist

Advanced Qualified Plans

Research and Development Tax Credits

Estate Planning ($0 to $5m)

R&D Tax Credits

Outsourced Staffing Services

Tax Mitigation - Leveraged Deductions

Advanced Tax and Estate Planning

Business Growth Consultant

Premium Financing (Min $2.5 Million Net Worth)

Captive Insurance Companies

Business Exit Planning

Long Term Care Specialist

Business Valuation (Certified Valuation Study)

Social Security Specialist

Advanced Tax and Estate Planning

Software Services (Tax Review System)

Tax Planning - Qualified Plan Transfer and Capital Gains By-Pass 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

Charitable and Legacy Planning Specialist

Advisor Growth Coach

Cost Remediation - Property Tax Reduction and Economic Incentives

ESOP Expert

Outsourced Bookkeeping, CFO and Tax Professionals

Individual and Business Tax Mitigation Specialist

Customized Business Owner Benefit Plans and Employee Retention Plans

Premium Financing - Premium Funding (Min $10 Million Net Worth)

Captive Insurance Alternatives

Outsourced Payroll and HR

Tax Incentives for Export Businesses

Estate Planning Specialist (Estates $0 to $5m)

Employee Retention Credits and R&D Tax Credits

Disability Insurance Specialist - Provider of DI Planning Software

National Disability Insurance Specialist

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds

Merchant Processing Specialist - Credit Cards and ACH

Client Business Advisory

Advanced Tax and Estate Planning

Private Reinsurance Specialist

Outsourced CFO Specialist

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Fractional CFO/bookkeeping using Automation/AI

Advanced Planning Lead

Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn

Employee Retention Credits & Research and Development Tax Credits

Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)

Digital Employees and Robotics