Bio: I am a Certified Tax Planner as well as a Certified Tax Resolution Specialist. I "look through the window" of tax controversy when I do tax planning.
Bio: Vince Annable, is CEO and founder of VFO Advisory Group and Wealth Strategies Advisory Group. He is also creator of The Household Endowment Model®.
Bio: Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.
Bio: Author, speaker, educator, and creator of the Unifi Wealth Planning Process that has helped clients plan for a successful lifestyle in retirement.