Followers 6
Los Angeles CA
Active 11h ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Active 1d ago
Bio: Currently an EA, aspiring CPA
Detroit, MI
Active 2d ago
Bio: The tax game’s secret weapon 🎯 plan smarter, earn bigger, stress less. Your behind-the-scenes partner for prep, planning, and peace of mind. 🙌🏽
Active 54d ago
Bio: Here to support agents and help them reach their goals.
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Hillsborough County, FL
Active 5h ago
Bio: Realtor, SRES, helping seniors and families navigate life's transition with care and confidence. Specializing in downsizing, and next-chapter living.
Active 2d ago
Bio: Founder and CEO - JDT Advisory LLC
Showing 6 of 6 users
@marty-ferguson-3322
Financial professional, CIS, CES, CAS, Retirement, Estate, College and Advanced Business Planning. CPA partnership development & Family Office access.
Active 9h ago
Joined Apr 12, 2023
Inland Empire & Orange CA
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