David Spellman Email & Phone Number

➤ WHAT I DO:I excel at providing Advanced Planning Solutions (APS) & Capital Event Solutions (CES) for Tax Professional's Clients. We use our network of partners with over 70 years of experience of solving common challenges Tax Professionals face.➤ HOW I DO IT:My APS & CES System provides quick reference of solutions to common challenges faced by Tax Professional's clients. We provide a 30-minute complimentary discussion to go over the case and determine which of our expert resource partners we can consult.➤ WHAT MAKES ME DIFFERENT:I trade my time for the Tax Professionals by providing solutions for their client's needs. Both simple and complex. Our APS & CES System provides quick solutions to common challenges faced by Tax Professional and their clients.In my spare time I enjoy live music and exploring the history and natural beauty around the areas I reside. I would be honored to help you in any way I can!https://calendly.com/davidspellman/discovery-callhttps://www.MoneyConcepts.com/DSpellmandspellman@moneyconcepts.com210 988 0600

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  St. Cloud State University

  General Studies