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As the Chief Tax Strategist at Iconic Tax Pro, I specialize in transforming the financial landscapes of high-net-worth medical professionals and real estate investors. With tailored tax strategies, I help clients unlock **$200,000+ in tax savings** annually, ensuring they keep more of what they earn.In today's complex financial climate, effective tax strategy planning is no longer optional—it's vital. Did you know that nearly **30% of high-income earners** miss out on crucial deductions, costing them thousands each year? Additionally, **73% of taxpayers** are overwhelmed by the intricacies of tax codes, leading to unnecessary stress, missed opportunities, and fear of audits.The Tax Titan™ Discovery Session offers you a transformative opportunity to tackle these challenges head-on. During this complimentary session, you will:- Identify Hidden Deductions: Discover tax-saving opportunities tailored to your professional status.- Receive a Personalized Tax Strategy**: Get a custom roadmap designed to maximize your wealth and reduce your tax burden.- Gain Clarity and Confidence: Understand the latest tax law changes and how they impact your financial situation.Let’s decode the complexities of your tax strategy together. **Schedule your Tax Titan™ Discovery Session today** and begin your journey towards significant savings and financial empowerment.Contact me at: 📞 Phone: 1-562-620-5201 ✉️ Email: taxtitan@iconictax.proUnlock the wealth you deserve!
Iconic Tax Pro
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Chief Tax StrategistIconic Tax Pro Feb 2023 - PresentCalifornia, United StatesAs the Chief Tax Strategist at Iconic Tax Pro, I lead a dynamic team focused on delivering elite tax solutions for high-net-worth medical professionals and real estate investors. My primary responsibilities include:- **Developing Tailored Strategies:** Craft customized tax optimization plans that identify and maximize deductions, credits, and strategies specific to clients' financial situations.- **Client Consultation:** Conduct comprehensive consultations to assess clients' tax concerns and opportunities, ensuring they receive personalized attention and expert guidance.- **Tax Law Expertise:** Stay abreast of the latest tax regulations and trends to provide clients with accurate, up-to-date information that impacts their financial goals.- **Educational Initiatives:** Empower clients through workshops and resources that demystify tax codes and foster financial literacy.- **Performance Tracking:** Monitor client results and satisfaction, continuously refining strategies to ensure maximum tax savings and compliance.My mission is to empower clients to navigate the complexities of tax planning confidently, allowing them to focus on what they do best—growing their careers and investments.--- -
FounderC-Suite Executive Leadership Forum Jan 2016 - PresentGlobalThis group exclusively caters to C-Suite executives and business owners (Marketing directors, Heads of Marketing, VP of Marketing, CEO's, CMO's, CSO's, CIO's, CXO's,CFO's,Healthcare CMO's Brand managers, Brand directors, Marketing managers, Marketing Product Managers, General Managers responsible for marketing)Tags: advertising, executive, director, vp, cmo, cso, cio, cxo, cno,ceo, cfo, coo, consultant, consultants, manager, managers, sales, healthcare c-suite.Members benefit from open discussions and the exchange of knowledge, views and ideas about:- marketing strategy- content strategy, marketing, distribution- inbound marketing strategy- inbound sales strategy- multi channel attribution- trends and direction of marketing, sales, finance- cultural aspects of marketing- managing marketing departments (HR/Management)- managing sales & marketing across countries and continents- planning for Return on Marketing Investment- embracing new medias and marketing technology- how to setup marketing metrics and use them- loyalty, experience, experiental, life time value, relationship management etc.-big data Analysis and application
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Chief Talent StrategistModern Global Enterprises, Inc Feb 2022 - Sep 2024Los Angeles, California, United StatesHelping business leaders design the right teams to achieve desired results. This person will work with executives and department heads, understanding an organization's strategy in order for them to hire individuals that can produce maximum productivity while also motivating/inspiring those working under him or her. It's important to use people data so you can drive initiatives like career pathing, building, and reinforcing the organizational culture with the day-to-day management of your employees.Job Responsibilities:• Analyze business goals and objectives• Implement strategic talent solutions, programs, and practices• Measure people data, analyze data within the context of the business and prescribe solutions• Leverage insights from people data to help organizations hire the right people that map to their strategy.• Help leaders use people data to drive important employee-focused initiatives such as career pathing, building and reinforcing the organizational culture, and day-to-day management of people and teams.
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High Performance Coach For Entertainment And MediaX Factor Coaching Feb 2019 - Mar 2022Manhattan Beach, California, United StatesXFactor is a High-Performance Coaching company specializing in taking High Performers to the next level in Life, Love, and Business.
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CeoGrio Marketing Llc Jan 2014 - Feb 2019Greater Atlanta AreaWe help B2B and Multi-location franchises and their marketing teams stay on top of reviews, online mentions and social network activity, by providing them with a complete suite of reputation management, presence building and social marketing solutions.GRIO software helps B2B companies position themselves as leading brands in their industry and increase brand awareness, customer engagement, real time leads, and sales.What we do: • Reputation Management and Presence Management: We show businesses what people are saying about them, improves their visibility in local search and provides progress reports to show your brands progress.• Social Marketing- We make social marketing easy by helping local businesses grow their fan base, find real time leads and share relevant content across their social channels.• Presence Builder: (Mobilized optimized mobile sites and Local business Listing Management: Sync your customer’s profiles, offer easy to use location building tools to fix listings on over 300+ websites with the click of a button.• Brand Analytics for Multi-Location Businesses: We enable businesses with two or more locations to tap into their reviews scores and pinpoint their best and worst performers all from one central dashboard.• GRIO Concierge ”Do It For Me” Digital Marketing Solutions: On top of working 50+ hours per week, 43% of small business owners spend over 6 hours promoting themselves on social media. That’s over 300 hours a year! We treat you like a VIP by providing you with an efficient digital analysts capable of managing clients’ online reputations. • We give you back your time with GRIO’s full-service digital management solution. A Win- Win for time-starved owners.➨➨Please visit http://goo.gl/UstcyP for a FREE snapshot of your businesses virtual doorway
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CeoCreopeak Jan 2014 - Feb 2019Santa Monica, Ca
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Chief OfficerDigitalmd Sep 2012 - Feb 2019Greater Atlanta Area, Plus Serving International ClientsDigital MD is an online marketing and marketing automation agency based in Atlanta. We cater to medical doctors, surgeons, health and wellness professionals and even corporations. We help medical professionals to have a solid online presence, growing their brand and helping them to reach their target market and target audience.We’re different from other online firms because we actually listen. We listen to our clients AND their patients. In essence, we’ll be doing the marketing for you and will represent your brand and your name in everything we do. We understand how much your practice means to you and so consider us as a part of your team working hard to make your business successful.We specialize in Marketing Automation, Lead Generation, Web Design, Website Audits, Mobile Marketing, SEO or Search Engine Optimization, Local Marketing, Social Media Marketing, Pay per Click Marketing, and Online Reputation Management.Our methodology is also our guiding philosophy. We use the following methodology in everything we do:Assess – Plan – Implement – Report – Measure – ImproveWhether the project is a year-long SEO effort, or a quick image banner for your website, we take into consideration the market you need to reach. We want all our efforts to benefit your brand and your business that’s why we always start by assessing exactly what you need and what results you expect to get from it. We do this via in-depth consultation and research.We then plan and propose the best solution to your online marketing challenges. With your approval, we launch the plan and monitor its progress. We tweak it according to the results and repeat the process.Unlike other digital marketing agencies, we provide our clients access to progress reports. We use a reporting dashboard where you can find all the data about your campaign. Our reporting system ensures everything is in place and that all goals are accomplished. Visit us online at digitalmd.biz
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OwnerNexusense Executive Coaching Jan 2009 - Jan 2015Greater Atlanta AreaNexusense helps you find, win, and keep clients by putting the right law firm marketing and business development strategies to use.We work with law firms to build solid structures that support rainmaking success firm wide. Whether you want to dominate your market, build a marketing plan, open and grow a new office or practice, engage your entire firm in client development success, or set up the right business development and marketing structure, Nexusense can help.Her straightforward and action-oriented guidance has helped hundreds of attorneys, professionals and business executives make more money with less effort. Carly prides herself on shaking the status quo and developing unique solutions to complex problems. She helps her clients lead and dominate their industries.Known as the “Rock Star Rainmaker” Carly has built three successful professional services businesses during the past 15 years. She has worked with Attorneys, Politicians, Performers, Entrepreneurs and Thought Leaders.Carly’s clients have achieved great success in a number of areas including creating strong brands, developing powerful rainmaking skills, launching profitable new practices, and reviving burned-out practices.Prior to launching her coaching practice Carly worked as a Public Relation and event planning executive for the entertainment industry and as a legal marketing specialist for law firms of all sizes.
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Executive CoachCenter For Executive Coaching 2009 - 2015Help Executives plan and execute growth in their companies and achieve professional and personal milestones.
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Chief Digital OfficerClick On It Mobile Jan 2010 - Jun 2012Plan, Promote and Execute Digital Strategies for Fortune 500 Brands.
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Field OrganizerBarack Obama Campaign 2008 - 2009Organized and Implemented Get Out the Vote Campaigns (GOTV) for Florida, Iowa, Nevada, South Carolina and Georgia
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PresidentCre8Ive Media Group, Inc Mar 2003 - Jan 2008President and Owner of PR and Branding Entertainment firm.
Carly Lewis Skills
Carly Lewis Education Details
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Law And Public Policy -
Communications
Frequently Asked Questions about Carly Lewis
What company does Carly Lewis work for?
Carly Lewis works for Iconic Tax Pro
What is Carly Lewis's role at the current company?
Carly Lewis's current role is Chief Tax Strategist | Empowering Medical Professionals & Real Estate Investors to Save $200,000+ Annually | Expert in Simplifying Tax Complexity to Build Wealth.".
What is Carly Lewis's email address?
Carly Lewis's email address is ca****@****ing.com
What is Carly Lewis's direct phone number?
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What schools did Carly Lewis attend?
Carly Lewis attended Harvard Law School, Kennesaw State University.
What are some of Carly Lewis's interests?
Carly Lewis has interest in Reading And Screen Writing, Children, Civil Rights And Social Action, Education, Science And Technology, Politics And Public Policy, Golf, Travel, Arts And Culture.
What skills is Carly Lewis known for?
Carly Lewis has skills like Online Marketing, Marketing, Entrepreneurship, Social Media Marketing, Strategy, Social Media, Lead Generation, Digital Strategy, Digital Marketing, Leadership, Marketing Strategy, Business Development.
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