Areas of Expertise
- Qualified and Non-qualified Plans
- Charitable Tax Planning
- Income Tax Planning
- Estate Tax Planning
- Life Insurance Consulting
Joel Koenig
AEP, CAP, CLU
Principle - Koenig Group, LLC
E. Ron Lara
CFP
EVP Bley Investment Group
Areas of Expertise
- Over 40 of experience in designing and implementing complex Split Unit Interest
Trusts for ultra High Net Worth families - Expert in modeling the capital gains, income tax and estate tax savings created by Split Interest Trusts
David W. Holaday
ChFC, CAP
Wealth Design Consultants, LLC
Areas of Expertise
- Individual wealth transfer strategies
- Insurance and estate tax planning
- Business succession planning
- Wealth preservation and diversification
- Cash flow planning and integrated financial forecasts
- Planned gift design and marketing
- Family foundations
Anonymous
JD, MBA
Areas of Expertise
- Nationally Known Expert in Income Tax and Estate Tax Planning for mega-wealthy real estate owners that have substantial amounts of negative Capital Accounts
- Sponsors Annual Estate and Income Tax Conference at Notre Dame University
Andrew Weinhaus
JD, CPA, LLM
Principle Weinhaus Law
Areas of Expertise
- Estate Planning
- Charitable Tax
- Nationally Known ERISA Tax Law Specialist
- LIRA Planning
- Business Planning
- Assisting Client’s Tax Attorneys In implementing Over 100 LIRA Plans
Jim McGregor
Vast Energy LLC
Areas of Expertise
- Extensive experience in all phases of oil and gas investments over 25 years
- Developing high yield oil and gas royalty funds that can deliver long term high rates of returns the risks of drilling new wells
- Working with two producing formations in CO and TX to deliver continuing royalties for over 50 years, ideally suited for long term qualified plans and long term trusts
Shawn Smart
Vast Energy LLC
Areas of Expertise
- Extensive experience in all phases of oil and gas investments over 25 years
- Developing high yield oil and gas royalty funds that can deliver long term high rates of returns the risks of drilling new wells
- Working with two producing formations in CO and TX to deliver continuing royalties for over 50 years, ideally suited for long term qualified plans and long term trusts
Shanam McGaughty
Managing Member Lux Financial LLC
Areas of Expertise
- Financing residential solar energy by connecting homeowners, customer-centric contractors and financial investors
- Spreading green energy throughout the nation, decreasing the costs to homeowners while producing a potentially lower risk, offering a possible high-yield investment for high net worth investors
202.262.3990
Eddie Benaim
Real Estate Principle Benaim Investment Group, Inc,
Areas of Expertise
- Successful real estate firm for 25 years
- Offers Mezzanine Real Estate paying immediate cash flow and accrued income when the property is sold or refinanced
- Manages ventures that are not highly leveraged and have experienced both high fixed mezzanine and equity returns
Bill Singer
Real Estate Kenwood Management Inc.
Areas of Expertise
- Successful real estate firm for 25 years
- Offers Mezzanine Real Estate paying immediate cash flow and accrued income when the property is sold or refinanced
- Delivering high fixed and equity returns to high net worth clients
- Real estate projects are not highly leveraged
Brad Hamsher
RHU, REBC
Principle Armada Care
Areas of Expertise
- Offering a unique tax deductible, exempted health care benefit, the Ultimate Care plan, that can be implemented for three business owners, executives and shareholders on a tax-deductible basis