Tax Consultant & Speaker
Tax insights and honest, plain English conversations for CPAs, financial planners, educators, and the public.
Guiding You Towards Your Goals
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Strategic Insights Delivered
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Guiding You Towards Your Goals ✳︎ Strategic Insights Delivered ✳︎
Over 30-minutes, obtain insights and ask questions to setup your business with the appropriate tax structure (LLC, corporation, S-corporation, sole-proprietorship) for you and your business.
Tax research and consulting for busy CPAs and financial planners who want a reliable second set of eyes on complex questions. Price per hour.
Practical, engaging talks for professional groups, classrooms, and community audiences. I turn tax and money topics into plain English plus help people have difficult conversations that can strengthen relationships.
Common Speaking Topics:
Tax Planning
Roth Conversion Opportunities
Diving Deeper into Tax Planning: Determining if Roth Contributions and Conversions Are Best: Now, Later, or Never
Benefits of Tax-Deferred Growth
Traditional (Pre-tax) IRA vs. Roth IRA
Financial Planning
Investing and Diversification Basics
Student Loans: Basics, Repayment Plans, Forgiveness Options, and PSLF
Paying for College: 529s and Student Loans
Paying Off a Mortgage Before Retirement
Leadership - Conquering Difficult Conversations While Building Up Relationships
Engaging
Let’s Chat
Provide details on your project, so we discuss your needs.