- Accountants and Bookkeepers
- Advertising and PR Agencies
- Annuities
- Architect
- Attorneys (virtually any type you desire)
- Bankers (lending, deposits, cash management, SBA lending, etc.)
- Business Brokers
- Business / Corporate Strategists (sales, marketing, financial, operational, safety,corporate strategy)
- Coaching (personal and business owner/CEO coaching)
- Commercial real estate (for tenants, landlords, buyers, and sellers)
- Company stock, concentrated stock positions, NUA (net unrealized
appreciation)
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- CPAs (tax, audit, and consulting projects)
- Elder Care Issues (Housing, home healthcare, fiduciary services, long term care, etc.)
- Employee Benefits (medical, dental, vision, wellness, disability, group life, etc.)
- Estate Planning / Inter-generational Planning (irrevocable trust, revocable trust, philanthropy, donor-advised funds, etc.)
- Executive Recruiters (accounting, finance, attorneys, C-suite, technology, sales, marketing, etc.)
- Fiduciary (Conservatorship, Trusts, Estate, etc.)
- Home Health Care / Nursing
- Human Resources / Employment law
- Installment Sales (structured only)
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- Insurance (Personal - long term care, life, disability, annuity)
- Insurance (Business – worker's comp, P&C, life, group benefits, buy-sell agreement, key man insurance, etc.)
- Investment Banker / M&A professionals
- IRA (traditional, Roth, SEP, Simple, Spousal, etc.)
- IT services (security, infrastructure, software, network communication, etc.)
- Marketing
- Medicare (enrollment and private insurance guidance)
- Mortgage Broker
- Non-Profit consulting
- Outsourced/Part-time Executives (C-Suite, finance, treasury, accounting, sales,marketing/advertising, etc.)
- Payroll
- Residential Real Estate brokers
- Residential Real Estate construction
- Retirement Plans (401k, SEP, SIMPLE, profit share, defined benefit, etc.)
- Reverse Mortgage
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- Rollover of Retirement accounts (401k, 403b, SEP, Simple, 457b, IRA, etc.)
- Senior Housing (housing guidance for seniors)
- Social Security (enrollment strategies, beneficiary and survivor guidance)
- Structured Installment Sale (tax deferral strategy when selling highly appreciatedbusiness and/or property; NOT applicable when selling stocks and bonds)
- Structured Settlement (in civil litigation, a tax deferral strategy for plaintiff and/or plaintiff's attorney; used in lieu of receiving lump sum payment)
- Tax Resolution Issues (IRS, FTB, etc.)
- Website developer / SEO / internet marketing
- Worker's Comp insurance
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