Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
![](https://biz-diagnostic.com/img/expert/20231227105146_Ashley Tonelli.png)
Life Insurance Solutions
![](https://biz-diagnostic.com/img/expert/20240229101207_Screenshot 2024-02-29 100622.png)
Tax Mitigation Specialist using Solar Investment Strategies
![](https://biz-diagnostic.com/img/expert/20240226040552_Brian Abelman.png)
Employee Benefits,Personal and Commercial Insurance
![](https://biz-diagnostic.com/img/expert/20240625084219_Chad Koebnick.png)
Native American Federal Tax Credits
![](https://biz-diagnostic.com/img/expert/20230719101450_Charles Riggs.png)
Research and Development Tax Credits
![](https://biz-diagnostic.com/img/expert/20220123085405_Chris Hall.png)
Estate Planning ($0 to $5m)
![](https://biz-diagnostic.com/img/expert/20240605094400_Craig Bartner.png)
Cost Optimization/Cash Flow
![](https://biz-diagnostic.com/img/expert/20240502094744_Damayanti Weese.png)
Research and Development Tax Credits & Employee Retention Credits.
![](https://biz-diagnostic.com/img/expert/20230115093825_Dan Zimanski.png)
Business Growth Consultant
![](https://biz-diagnostic.com/img/expert/20240429095712_Daniel Gramann.png)
Small Business Growth, Scaling, and Increasing Enterprise Value
![](https://biz-diagnostic.com/img/expert/20240502093617_Darren Sugiyama.png)
IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan
![](https://biz-diagnostic.com/img/expert/20230325025854_Jeff Stolper.png)
Cost remediation specialist for businesses and business owner’s personal expenses.
![](https://biz-diagnostic.com/img/expert/20230619095709_Jesse Raynes.png)
Tax Mitigation Specialist using Solar Investment Strategies
![](https://biz-diagnostic.com/img/expert/20220804095421_Josh Malancuk.png)
Cost Remediation - Property Tax Reduction and Economic Incentives
![](https://biz-diagnostic.com/img/expert/20240326080125_Josh Yager.png)
Trust and Estate Settlement
![](https://biz-diagnostic.com/img/expert/20240625083355_Julian Movsesian.png)
Strategic partner in Premium Financing and Advanced Life Insurance solutions.
![](https://biz-diagnostic.com/img/expert/20230619110644_Ken Smith.png)
EAT IMO Solutions
![](https://biz-diagnostic.com/img/expert/20220510014533_Loren Hollingsworth.png)
Individual and Business Tax Mitigation Specialist
![](https://biz-diagnostic.com/img/expert/20240516071850_Mark Mrky.png)
Life Settlements
![](https://biz-diagnostic.com/img/expert/20221027084730_Mark Wagner.png)
Outsourced Payroll and HR
![](https://biz-diagnostic.com/img/expert/20221209085208_Matt Morris.png)
Estate Planning Specialist (Estates $0 to $5m)
![](https://biz-diagnostic.com/img/expert/20220422090842_Michael Sir.png)
Disability Insurance Specialist - Provider of DI Planning Software
![](https://biz-diagnostic.com/img/expert/20240226035653_Michael Wessels.png)
Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies
![](https://biz-diagnostic.com/img/expert/20240119033437_Mitch Nelson.png)
EAT/Secura Disability Insurance Specialist
![](https://biz-diagnostic.com/img/expert/20240626022946_Pavaan Kotini.png)
Client Facing EAT (Life Insurance and Annuities) Integration Specialist
![](https://biz-diagnostic.com/img/expert/20240410083419_Reid Limpert.png)
Section 105 Voluntary Group Benefits Plans
![](https://biz-diagnostic.com/img/expert/20240227094541_Rocky Cathey.png)
National Cost Reduction Consultant, specializing in Employee Group Healthcare
![](https://biz-diagnostic.com/img/expert/20230809125827_Roger Roundy.png)
Private Reinsurance Specialist
![](https://biz-diagnostic.com/img/expert/20230510084212_Scott-Phillips.png)
Tax Mitigation, Oil & Gas Developmental Drilling Programs
![](https://biz-diagnostic.com/img/expert/20230510085932_Sean Rodgers.png)
Fractional CFO/bookkeeping using Automation/AI
![](https://biz-diagnostic.com/img/expert/20240104121255_Steve DeTray.png)
Business Exit Planning & Certified Business Valuation
![](https://biz-diagnostic.com/img/expert/20240625084747_Ted Jenkin.png)
Sell Side M&A/Exit Consulting For Founder Led Businesses
![](https://biz-diagnostic.com/img/expert/20230809012345_Ted Landgraf.png)
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
![](https://biz-diagnostic.com/img/expert/20240326014838_Tim Goering.png)
Sales Tactics Coach
![](https://biz-diagnostic.com/img/expert/20240226034518_Tracy Armstrong.png)
Certified College Funding Specialist
![](https://biz-diagnostic.com/img/expert/20230809020017_Trever Jones.png)
Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)
![](https://biz-diagnostic.com/img/expert/20220511084439_Warren Cleveland.png)
Risk Management
![](https://biz-diagnostic.com/img/expert/20220123100941_Aleksander Dyo.png)
Charitable Gift Financing / Advanced Pension Plans
![](https://biz-diagnostic.com/img/expert/20220123101223_Ami Kassar.png)
Business Financing Specialist
![](https://biz-diagnostic.com/img/expert/20220208094100_Andrew Lassise.png)
Technology and Cyber Security Specialist
![](https://biz-diagnostic.com/img/expert/20240315113459_Andy Ruhland (2).png)
Employee Benefits Specialist
![](https://biz-diagnostic.com/img/expert/20220123111932_Ben Golden.png)
Tax Resolution Specialist
![](https://biz-diagnostic.com/img/expert/20220123115940_Bruce Gendein.png)
Advanced Qualified Plans
![](https://biz-diagnostic.com/img/expert/20220123122315_Christi Schatzberg.png)
EAT Annuity Solutions
![](https://biz-diagnostic.com/img/expert/20220123122620_Craig Stone.png)
Advanced Tax and Estate Planning
![](https://biz-diagnostic.com/img/expert/20220413082358_Darren Sugiyama.png)
Premium Financing (Min $2.5 Million Net Worth)
![](https://biz-diagnostic.com/img/expert/20220123090830_Derek Spitzer.png)
Captive Insurance Companies
![](https://biz-diagnostic.com/img/expert/20220123124511_Don Feldman.png)
Business Exit Planning
![](https://biz-diagnostic.com/img/expert/20220123124954_James Duggan.png)
Advanced Tax and Estate Planning
![](https://biz-diagnostic.com/img/expert/20220125050640_Janel Skyora.png)
Software Services (Tax Review System)
![](https://biz-diagnostic.com/img/expert/20220123125616_Jeff Deckman.png)
Leadership, Cultural and Business Growth Expert
![](https://biz-diagnostic.com/img/expert/20220123010341_Joel Grushkin.png)
Cost Segregation
![](https://biz-diagnostic.com/img/expert/20220123010501_John Frazier.png)
Charitable and Legacy Planning Specialist
![](https://biz-diagnostic.com/img/expert/20220124081624_Jon Randall.png)
Advisor Growth Coach
![](https://biz-diagnostic.com/img/expert/20220124082449_Kim Blaugher.png)
ESOP Expert
![](https://biz-diagnostic.com/img/expert/20220124082705_Laurence Whittam.png)
Outsourced Bookkeeping, CFO and Tax Professionals
![](https://biz-diagnostic.com/img/expert/20220413082731_Mark S. Goodman.png)
Premium Financing - Premium Funding (Min $10 Million Net Worth)
![](https://biz-diagnostic.com/img/expert/20220413082000_Matt Miller.png)
Tax Incentives for Export Businesses
![](https://biz-diagnostic.com/img/expert/20220124083341_Michael Simms.png)
Business Valuation (BizEquity)
![](https://biz-diagnostic.com/img/expert/20220124083717_Noel Ciambotti.png)
Merchant Processing Specialist - Credit Cards and ACH
![](https://biz-diagnostic.com/img/expert/20220124084122_Paul Latham.png)
Client Business Advisory
![](https://biz-diagnostic.com/img/expert/20220124084350_Randy Fox.png)
Advanced Tax and Estate Planning
![](https://biz-diagnostic.com/img/expert/20220124084605_Ron Elwood.png)
Outsourced CFO Specialist