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Philip Whitman
• Active 8d ago
Bio:
Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.
Ronald Flores
• Active 2d ago
Bio:
We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.
Aleksander Dyo
Los Angeles CA
• Active 2d ago
Bio:
I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Justin Searle
Pittsburgh, PA
• Active 250d ago
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.
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Minnie Lau
@minnie-lau-7143
I'm a CPA based out of the San Francisco Bay Area.
Active 1d ago
Joined Jan 2, 2024
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