Virtual Family Office

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

Chris Hall

Estate Planning ($0 to $5m)

Chris Sargent

Tax Mitigation - Leveraged Deductions

Dan Zimanski

Business Growth Consultant

Heather Schriber

Social Security Specialist

Jason Kurchner

Tax Planning

Jeff Stolper

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

Josh Malancuk

Cost Remediation - Property Tax Reduction and Economic Incentives

Loren Hollingsworth

Individual and business tax mitigation specialist

Mark Wagener

Outsourced Payroll and HR

Matt Morris

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

Michael Galdieri

Employee Retention Credits and R&D Tax Credits

Michael Sir

Disability Insurance Specialist - Provider of DI Planning Software

Mitch Nelson

National Disability Insurance Specialist

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

Ted Lavin

Employee Retention Credits

Trevor Patching

Customized Business Owner Benefit Plans and Employee Retention Plans

Warren Cleveland

Risk Management

Aleksander Dyo

Charitable Gift Financing / Life Settlements and Investments 

Ami Kassar


Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Employee Benefits Specialist

Ben Golden

Tax Resolution Specialist

Bruce Gendein

Advanced Qualified Plans

Chris Blees

Business Sale and Succession Planning

Chris Ostler

R&D Tax Credits

Chris Rivera

Outsourced Staffing Services

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 ($50 Mil. minimum estate value)

Janel Sykora

Software Services (Tax Review System)

Jeff Deckman

Leadership and Cultural Change 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 S. Goodman (Minimum net worth $10 Mil.)

Premium Financing

Mark Sims

Captive Insurance Alternatives

Matt Miller

Tax Incentives for Export Businesses

Michael Simms

Business Valuation (BizEquity)

Noel Ciambotti

Merchant Processing

Paul Latham

Client Business Advisory

Randy Fox

Advanced Tax and Estate Planning

Ron Elwood

Outsourced CFO Specialist

Todd Steinberg

M&A – Practice Acquisitions & Disposals

Trevor Arnold

Outsourced CFO Specialist ($3 mil. minimum business revenue)

Wilton White

Digital Employees and Robotics