Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: VFO Liaison: Elite Resource Team

Bio: urse of my career, I have successfully navigated complex loans to successful close and have been responsible for increasing SBA production

Bio: Member Success Manager | B.A. of Sociology & Psychology University of California, Santa Barbara

Bio: Tax-slaying, spreadsheet-loving accountant who loves saving clients money almost as much as wine, travel, and spoiling my dogs. Located in Phx, AZ.

Bio: Focused on helping business owners grow the value of their largest asset while simultaneously getting ready to have a great exit.

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

Bio: CPA

Bio: James Ault, founder of Sooner Retirement, helps clients and CPAs create holistic retirement plans that maximize security and long-term success.

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

Bio: Elite Resource Team, director of Member Success and Sales

Bio: California CPA who used to be a banker.

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

Bio: Senior Internal Wholesaler at Access Capital Group

Bio: Financial Portfolio Manager at Greenday Finance

Bio: Advisor Jetpack Founder

Bio: I show people how to reduce and possibly eliminate both DEBT AND TAXES, create a TAX-FREE retirement and eliminate the risk in retirement!

Bio: Ed is Founder of EliteWealthPartners We provide personal/business/investment advisory services to growing middle market companies and wealthy families

Bio: Enrolled Agent, Federally Authorized Tax Practitioner at Wealth Innovation Group

Bio: As Managing Partner and Founder of Stratax Consulting, Eli Wagler brings nearly two decades of comprehensive expertise.

Bio: Corby E. Hansen, CLTC, CASL® has almost three decades of financial services & insurance experience.Director, mentor, wealth creator, builder of teams.

Bio: https://collectivevfo.com/

Bio: Breakwater Accounting & Advisory

Bio: Entrepreneur, Salesmen, Consultant

Bio: I’m the founder of a client-first advisory platform focused on tax-efficient planning, risk management, and wealth transfer strategies.

Bio: Deborah is the Director of Partnerships with Cultivate Advisors. We align when the business owner scales, grows and increases the enterprise value.

Bio: Provide U.S. International Tax Services to companies and individuals with outbound and inbound activities. Expert on export tax incentives.

Bio: Hi, my name is Hal Cromwell. I am from Austin, Texas and my company is Carpenter & Langford, Certified Public Accountants.