Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.

Bio: Registered Representative 7,6,63, SIE, Life & Health Founder @ getope.com CoFounder @ Movez a Techstars JP Morgan Portfolio Company

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.