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Bio: VFO Liaison: Elite Resource Team

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

Bio: CFP®, EA, CTC. Problem-solver. Founder of Watts Advisors VFO. Tax Plan IQ.

Bio: Partner in national law firm. Help business owner clients grow their businesses, plan their exits and then do the exit transactions for them.

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

Bio: Don Feldman founded Keystone Business Transitions in 2007 which specializes in Succession and Exit Planning and valuation of closely-held companies.

Bio: We love helping clients understand their business and grow value. We do this through a combined approach of virtual CFO services.

Bio: Entrepreneur, Salesmen, Consultant

Bio: CPA with 25+ plus in advanced tax planning

Bio: Founder of Engarde Financial Group

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

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

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

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

Bio: ERT Marketing Associate