Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Life Insurance Solutions
Workers’ Compensation Premium Recovery and Workers’ Compensation Consulting Services
Tax Mitigation Specialist using Solar Investment Strategies
Employee Benefits,Personal and Commercial Insurance
Research and Development Tax Credits
Estate Planning ($0 to $5m)
Tax Mitigation - Leveraged Deductions
Leveraged Deductions
Business Growth Consultant
Cost remediation specialist for businesses and business owner’s personal expenses.
Tax Mitigation Specialist using Solar Investment Strategies
Cost Remediation - Property Tax Reduction and Economic Incentives
Trust and Estate Settlement
Customized Business Owner Benefit Plans and Employee Retention Plans
EAT IMO Solutions
Individual and Business Tax Mitigation Specialist
Outsourced Payroll and HR
Estate Planning Specialist (Estates $0 to $5m)
Disability Insurance Specialist - Provider of DI Planning Software
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
Private Reinsurance Specialist
Tax Mitigation, Oil & Gas
Tax Mitigation, Oil & Gas Developmental Drilling Programs
Fractional CFO/bookkeeping using Automation/AI
Business Exit Planning & Certified Business Valuation
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
Employee Retention Credits & Research and Development Tax Credits
Sales Tactics Coach
Certified College Funding Specialist
Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)
Risk Management
Charitable Gift Financing / Advanced Pension Plans
Business Financing Specialist
Technology and Cyber Security Specialist
Employee Benefits Specialist
Tax Resolution Specialist
Advanced Qualified Plans
EAT Annuity Solutions
Advanced Tax and Estate Planning
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 Segregation
Charitable and Legacy Planning Specialist
Advisor Growth Coach
ESOP Expert
Outsourced Bookkeeping, CFO and Tax Professionals
Premium Financing - Premium Funding (Min $10 Million Net Worth)
Tax Incentives for Export Businesses
Business Valuation (BizEquity)
Merchant Processing Specialist - Credit Cards and ACH
Client Business Advisory
Advanced Tax and Estate Planning
Outsourced CFO Specialist