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

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.

Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

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