From the simplest of account roll-overs to the most complex tax mitigation and business planning scenarios, the CPA Team Based Model can help. The following list of our planning specialists is representative of the variety and depth of the team.
• Advanced Income Tax Mitigation
• Asset Protection
• Succession Planning
• Qualified Retirement Plans
• Nonqualified Retirement Plans
• Financial Planning
• Captive Insurance Companies
• Cost Segregation
• Business Exit Planning
• Cost Remediation
Business Building Thought Leaders:
• Value Based Billing and Price Packaging
• Proactive Planning
• Digital Marketing and Virtual Offices
• Maximize Joint Venture Partnerships
Ami Kassar, MultiFunding – Small Business Financing Specialists
Mr. Kassar, CEO and Founder of MultiFunding, is a nationally renowned small business advocate and leader. Ami has been featured in publications including the New York Times, The Huffington Post, The Wall Street Journal, Entrepreneur, and Forbes, and has appeared as a guest on Fox Business News. Ami is the 2014 and 2013 recipient of the Small Business Influencer Award as well as the 2012 Small Business Advocate Award.
Andrew Argue, CPA – Marketing and Sales Consultant for Accountants
Mr. Argue is a CPA and owner of The Argue Company, which is one of the nation’s leading consulting companies for accountants. Andrew has personally coached over 300 accountants in 5 countries, and helped them understand how to start and grow hyper profitable accounting practices. Prior to starting The Argue Company, he was a senior accountant at Price Waterhouse Coopers. Andrew believes that the number one problem of most accountants is that they think incredibly small, and they have accepted limits for themselves based on the industry norms. His goal is to help his clients produce results far beyond their competitors.
Craig Sullivan, Sullivan Lavin Associates – IDEAL Plan/Tax Planning
Mr. Sullivan is an attorney specializing in tax planning, business planning, estate planning and asset protection. In 1999 he created the IDEAL Plan, which is his proprietary tax reduction and financial planning strategy. The IDEAL Plan™ creates tax-free client income and removes assets from the reach of potential creditors, while leaving the client (and family) in complete control of the assets for multiple generations. He has focused on the advanced planning needs of financial service professionals, CPAs, and their clients.
David Wolf, CLTC Wolf & Associates – Long Term Care
Mr. Wolf is the president and owner of Wolf & Associates. Wolf & Associates has specialized solely in Long-Term Care Planning since 1988. David’s expertise in Long-Term Care Insurance planning with business owners and executives has gained him national recognition in his field. He has been quoted numerous times by the Wall Street Journal, Barron's, and others. His depth of knowledge in creative tax applications for these products has made him a recognized leader and speaker. David has been a top producer for many of the insurance carriers Wolf & Associates represents. His practice niche is offering turn-key Long-Term Care Insurance planning solutions to advisors who wish to offer their clients the highest level of service and expertise.
Joel Grushkin, Cost Segregation Initiatives (CSI) – Cost Segregation
Mr. Grushkin is Regional Director of Cost Segregation Initiatives (CSI). Joel brings nearly 40 years of executive experience to the CSI organization. His background includes 11 years with Arthur Young & Company (now Ernst & Young) as a Principal and director of the firm’s Management Services Practice. He was also a member of AY’s National Real Estate Industry Specialty Practice Group. His cost segregation experience has encompassed studies for developers and owners of commercial real estate, including but not limited to, office buildings, shopping centers, manufacturing and distribution centers, specialty medical facilities, automotive dealerships, hotels, restaurants, financial institutions, multi-family residential, and senior living communities.
Jonathan A. Mintz, JD, Matson Voorhees Mintz – Asset Protection and International Taxation
Mr. Mintz has more than 25 years of experience in case design and implementation, helping domestic and international families achieve their asset protection, business and estate planning objectives while minimizing taxes. Before joining MVM Law, Jonathan served as Chief Operating Officer at Wealth Counsel, LLC, overseeing the operations of the nation’s premier estate and business planning attorney membership organization, supporting thousands of attorneys throughout the United States. Jonathan has recently co-authored Wisdom for the Wealthy: Solving the High Net Worth Planning Puzzle, and has contributed articles featured in Estate Planning Journal, The AICPA’s The Tax Adviser, and The Journal of Financial Service Professionals.
Keith Langlands, CPA, Synergy Captives – Captive Insurance Companies
Mr. Langlands is President and Managing Partner of Synergy Captive Strategies (SCS). Founded in 2008, SCS provides innovative captive insurance formation, management, and alternative risk transfer strategies for middle market companies, which allows them the ability to reduce insurance costs, increase cash flow, and better leverage every dollar earned. With more than 25 years of experience in the financial sector, Mr. Langlands is a leading expert in the captive arena. His proficiency as a CPA, servicing high net worth clients while providing strategic advice regarding accumulating and protecting wealth, reducing insurance costs, improving cash flow and controlling and managing risks.
Martin Staubus, Esq., Beyster Institute – Employee Stock Ownership Plans (ESOPs)
Mr. Staubus is the executive director of the Beyster Institute, part of the Rady School of Management at UC San Diego, where he advises business leaders on the design and operation of employee stock ownership programs to build stronger companies and provide liquidity to owners. Martin has 30 years of experience in business, having served in varied roles as an attorney, consultant, Labor Department policy advisor, corporate executive, and corporate director. He has served as Associate Director of the ESOP Association in Washington DC and as a director of the National Center for Employee Ownership.
Michael Frost, Heritage Advisors LLC – RIA
Mr. Frost is the co-founder of Heritage Advisors, and has spent his career as a wealth manager and investment banker for many of the most prestigious financial institutions in the country. In 2011 Michael opened his own Registered Investment Advisor Firm and aligned himself with the sophisticated planners at Nelson Law Firm. With an emphasis on true independent non-bias financial services, Michael brings his experience in investment management, financial planning, private banking, investment banking, insurance plan design, and special financing needs to the Heritage team.
Michael Moore, CLU, CHFC, CDP Insurance Services, LLC – Complex Financed Life Insurance Solutions
Mr. Moore brings 19 years of insurance experience from retail, wholesale and banking marketplace perspectives. He utilizes product knowledge and capital relationships in helping to design and navigate complex financed life insurance solutions for high net worth clients. Michael ran the processing department of a large brokerage general agency, was Vice President of Sales and Marketing for a national producer group and Vice President of sales for the largest premium finance lender in North America. Michael holds The American College Chartered Life Underwriter and Chartered Financial Consultant designations.
Ralph Nelson, JD, CPA, Heritage Advisors LLC – Advanced Tax Mitigation
Mr. Nelson, an attorney and CPA, is one of the founders of Heritage Advisors, LLC where they combined tax, law, wealth management, and insurance practices to provide a specialized family office experience. Ralph works primarily with small business owners and high-income taxpayers to develop leveraged estate and gifting strategies. Prior to establishing Heritage Advsiors, Ralph was a practicing tax attorney with Deloitte and Touche, LLP in their Mergers and Acquisitions group. He has an expertise in IRS Audit Representation to settle tax controversy, as well as audit field work pursuant to SEC guidelines.
Richard Montellano, Above the Standard – Cost Remediation
Mr. Montellano is a supply chain executive with more than 25 years of experience in the manufacturing and distribution environments. He is passionate about helping companies create effective solutions that have and continue to create significant savings to their bottom lines. He has experience across industries such as aerospace, hospitality, industrial, consumer goods, medical, and many others. Richard has also led numerous ERP (Enterprise Resource Planning) implementation solutions for organizations around the globe. Above the Standard has over 3 decades of success helping companies and organizations increase profitability globally by tens of billions of dollars at an average of 28.2%, 98% of the time.