james@soonerretirement.com
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Aleks Dyo
Charitable Gift Financing / Advanced Pension Plans
Ami Kassar
Business Financing Specialist
Andrew Lassise
Technology and Cyber Security Specialist
Andy Ruhland
Employee Benefits Specialist
Ashley Lupiani
Life Insurance Solutions
Ben Golden
Tax Resolution & Tax Planning, Cinematic Returns
Boris Piskun
Tax Mitigation Specialist using Solar Investment Strategies
Bruce Gendein
Advanced Qualified Plans
Charles Riggs
Research and Development Tax Credits
Chris Hall
Estate Planning Software: Advisor driven, attorney created, custom estate planning documents online in real time.
Chase Ravsten
Leveraged Deductions (Fee Simple)
Craig Stone
Advanced Tax and Estate Planning
Damayanti Weese
Research and Development Tax Credits & Employee Retention Credits.
Dan Zimanski
Business Growth Consultant
Christi Horan
EAT Annuity Solutions
Darren Sugiyama
Premium Financing (Min $2.5 Million Net Worth)
IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan
Derek Spitzer
Captive Insurance Companies
Harlan Accola
Reverse Mortgage-Tax Advantaged Retirement Planning
Don Feldman
Business Exit Planning
Frank Caputo
ESOP Sell Side Advisory Services
James Duggan
Jay Frank
1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
Jeff Deckman
Leadership, Cultural and Business Growth Expert
Joel Grushkin
Cost Segregation
John Frazier
Charitable and Legacy Planning Specialist
Jeff Stolper
Cost remediation specialist for businesses and business owner’s personal expenses.
Julian Movsesian
Advisor Growth Coach
Josh Malancuk
Cost Remediation - Property Tax Reduction and Economic Incentives
Josh Yager
Trust and Estate Settlement
Jon Randall
Julio Gonzalez
Cost Segregation plus Advanced Tax Incentives
Keith Conway
Providing advisory and execution services to help families grow, manage or preserve real estate wealth.
Ken Smith, RFC
EAT IMO Solutions
Loren Hollingsworth
Structured Ownership Program: Tax mitigation for both capital gains and ordinary income (excluding W-2 income).
Marie Askew
Specialist in SBA Lending in Mergers and Acquisitions and Owner-Occupied Real Estate
Laurence Whittam
Outsourced Bookkeeping, CFO and Tax Professionals
Strategic partner in Premium Financing and Advanced Life Insurance solutions.
Mark Goodman
Premium Financing - Premium Funding (Min $10 Million Net Worth)
Mark Mrky
Life Settlements
Matt Miller
Tax Incentives for Export Businesses
Michael Sir
Disability Insurance Specialist - Provider of DI Planning Software
Michael Wessels
Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies
Mitch Nelson
EAT/Secura Disability Insurance Specialist
Reid Limpert
Section 105 Voluntary Group Benefits Plans
Noel Ciambotti
Merchant Processing Specialist - Credit Cards and ACH
Randy Fox
Rob Kelly
Energy Asset Tax Mitigation Strategies
Ron Elwood
Outsourced CFO Specialist
Scott Phillips
Tax Mitigation, Oil & Gas Developmental Drilling Programs
Steve DeTray
Business Exit Planning & Certified Business Valuation
Ted Jenkin
Sean Rogers
Fractional CFO/bookkeeping using Automation/AI
Ted Landgraf
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
Tim Goering
Sales Tactics Coach
Tracy Armstrong
Certified College Funding Specialist
Sell Side M&A/Exit Consulting For Founder Led Businesses
Van Carlson
Tax code: 831(b)
Wilton White
Digital Employees: Robotic Process Automation (RPA) and Artificial Intelligence (AI) Solutions.
