My focus is on capital gains tax planning and tax advantaged investments. As a Principal of Exit Planning Consultancy, I help small business owners find prudent pathways to enhancing business value and reducing taxes at sale.
Under the aegis of H&S Wealth Management, I help individuals make tax advantaged investments and put assets to work for retirement income and risk management. A licensed securities broker and insurance agent, I have been involved with the co-owned real estate industry (Tenant In Common and Delaware Statutory Trust) from its inception in 1994. I am a member of the Alternative & Direct Investment Securities Association (ADISA), and a frequent speaker and author on investments, income tax, and capital gains tax planning.