Experts in Income and Capital Enhancement


The Team includes some of North America's most sought after authors, consultants and speakers on business succession and income and capital enhancement. The professionals at bring pioneering insight and work in the areas of business succession, philanthropic planning, tax acts and tax codes, Canada/US Tax Treaty cross border planning, and executive benefit plan construction. This has made it the first choice for CPAs, Lawyers, Financial Advisors, business owners, the high net worth and organizations seeking high profile experts, consultants, keynote speakers, and seminar leaders whose message and skill set create tangible results. Our keynote speaking, consulting and seminars services are fully customized through a unique research process, rich in practical content that can be immediately used and benefited from.