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

Boris Piskun

Tax Mitigation Specialist using Solar Investment Strategies

Brian Ableman

Employee Benefits,Personal and Commercial Insurance

Chad Koebnick

Native American Federal Tax Credits

Charles Riggs

Research and Development Tax Credits

Chris Hall

Estate Planning ($0 to $5m)

Chris Sargent

Tax Mitigation - Leveraged Deductions

Craig Bartner

Cost Optimization/Cash Flow

Damayanti Weese

Research and Development Tax Credits & Employee Retention Credits.

Dan Zimanski

Business Growth Consultant

Daniel Gramann

Small Business Growth, Scaling, and Increasing Enterprise Value

Darren Sugiyama

IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan

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

Julian Movsesian

Strategic partner in Premium Financing and Advanced Life Insurance solutions.

Ken Smith, RFC

EAT IMO Solutions

Loren Hollingsworth

Individual and Business Tax Mitigation Specialist

Mark Mrky

Life Settlements

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

Paavan Kotini

Client Facing EAT (Life Insurance and Annuities) Integration 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

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 Jenkin

Sell Side M&A/Exit Consulting For Founder Led Businesses

Ted Landgraf

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

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