As the President of Summit CPA Group, I leverage my CPA/PFS credentials to provide tax and financial planning services to clients in various industries, with a focus on healthcare and construction and real estate. I have close to 30 years of experience in helping businesses and individuals reduce their tax exposure, optimize their cash flow, and achieve their long-term goals.My specialties include tax planning and compliance, compensation planning, transactional due diligence and consulting, exit and succession planning, comprehensive financial planning, retirement and estate planning, and risk management planning. I also have a background in financial services and insurance, which enables me to offer guidance and solutions for complex and diverse needs. I am passionate about delivering value and quality to my clients, and staying updated on the latest trends and regulations in my field.
Listed skills include Financial Planners, Strategic Financial Planning, Small Business, Leadership, and 43 others.