Proactive Planning Team

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

Ashley Lupiani

Life Insurance Solutions

Bobby Giurintano

Workers’ Compensation Premium Recovery and Workers’ Compensation Consulting Services

Boris Piskun

Tax Mitigation Specialist using Solar Investment Strategies

Brian Ableman

Employee Benefits,Personal and Commercial Insurance

Charles Riggs

Research and Development Tax Credits

Chris Hall

Estate Planning ($0 to $5m)

Chris Sargent

Tax Mitigation - Leveraged Deductions

Craig Favara

Leveraged Deductions

Dan Zimanski

Business Growth Consultant

Jeff Stolper

Cost remediation specialist for businesses and business owner’s personal expenses.

Jesse Raynes

Tax Mitigation Specialist using Solar Investment Strategies

Josh Malancuk

Cost Remediation - Property Tax Reduction and Economic Incentives

Josh Yager

Trust and Estate Settlement

Justin Searle

Customized Business Owner Benefit Plans and Employee Retention Plans

Ken Smith, RFC

EAT IMO Solutions

Loren Hollingsworth

Individual and Business Tax Mitigation Specialist

Mark Wagener

Outsourced Payroll and HR

Matt Morris

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

Michael Sir

Disability Insurance Specialist - Provider of DI Planning Software

Michael Wessels

Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies

Mitch Nelson

EAT/Secura Disability Insurance Specialist

Reid Limpert

Section 105 Voluntary Group Benefits Plans

Rocky Cathey

National Cost Reduction Consultant, specializing in Employee Group Healthcare

Roger Roundy

Private Reinsurance Specialist

Ryan K. Foncannon

Tax Mitigation, Oil & Gas

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

Steve DeTray

Business Exit Planning & Certified Business Valuation

Ted Landgraf

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

Ted Lavin

Employee Retention Credits & Research and Development Tax Credits

Tim Goering

Sales Tactics Coach

Tracy Armstrong

Certified College Funding Specialist

Trever Jones

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

Warren Cleveland

Risk Management

Aleks Dyo

Charitable Gift Financing / Advanced Pension Plans

Ami Kassar

Business Financing Specialist

Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Employee Benefits Specialist

Ben Golden

Tax Resolution Specialist

Bruce Gendein

Advanced Qualified Plans

Christi Horan

EAT Annuity Solutions

Craig Stone

Advanced Tax and Estate Planning

Darren Sugiyama

Premium Financing (Min $2.5 Million Net Worth)

Derek Spitzer

Captive Insurance Companies

Don Feldman

Business Exit Planning

James Duggan

Advanced Tax and Estate Planning

Janel Sykora

Software Services (Tax Review System)

Jeff Deckman

Leadership, Cultural and Business Growth Expert

Joel Grushkin

Cost Segregation

John Frazier

Charitable and Legacy Planning Specialist

Jon Randall

Advisor Growth Coach

Kim M. Blaugher

ESOP Expert

Laurence Whittam

Outsourced Bookkeeping, CFO and Tax Professionals

Mark Goodman

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

Matt Miller

Tax Incentives for Export Businesses

Michael Simms

Business Valuation (BizEquity)

Noel Ciambotti

Merchant Processing Specialist - Credit Cards and ACH

Paul Latham

Client Business Advisory

Randy Fox

Advanced Tax and Estate Planning

Ron Elwood

Outsourced CFO Specialist