• Perform detailed financial analyses to identify tax-saving opportunities and potential liabilities.• Ensuring clients benefit from the most effective tax strategies.• Stay informed about the latest technological updates and continuously improve service quality.• Work closely with other financial advisors, estate planners, and legal professionals to ensure a cohesive and integrated approach to wealth management and tax planning.• Effectively manage client relationships and deliver high-quality financial advice and tax compliance.

• Engage in continuous professional development to stay abreast of the latest industry trends. • Mentor junior advisors and support staff, fostering their growth through challenging assignments and constructive feedback.• Promote a collaborative environment where team members can develop expertise and contribute to client success.• Analyze complex financial situations and create structured, strategic plans to address clients' goals.• Utilize problem-solving skills to navigate and simplify intricate financial strategies.

• Develop and implement advanced tax strategies that maximized their wealth accumulation and preservation. • Provide expert guidance on resolving tax issues, including cross-border taxation, and multi-state filings. • Ensure comprehensive compliance with federal and state tax regulations.• Proactively identifying and mitigating potential tax risks for clients. • Maintain up-to-date knowledge of tax legislation changes and their impact on client portfolios.

Chairman of the Board | Philanthropist | Non-Profit• Maintain current expertise in the area of charitable gifts and estate planning including IRS compliant requirements.• Ensures compliance with the IRS tax laws.Create, establish, and evaluate fundable program including: • Identification, cultivation, solicitation of planned gifts.• Write newsletters, electronic communications and host seminars to market long-term donors.• Facilitate seminars with the IRS, Tax & Not for Profit attorneys, and serve as a liaison between external professional advisers, financial institutions, and the board of directors.• Cultivate relationship with donors for gifts for endowment, research and other internal initiatives. • Works collaboratively with volunteers and Directors on stewardship activities and promote our mission. • Set up comprehensive infrastructure of the organization to establish policies and procedures, including the conflict of interest policies, etc. • Cultivate donor relationships to setup donor gifts, matured gifts, distributions to beneficiaries of pooled income funds and charitable remainder trusts, • Set up strategic gift planning vehicles into strategic planning for donors and prospects. • Create, execute, and monitor a planned giving strategic business & marketing plan. • Develop giving manuals and training materials. • Serve as resource to the board of directors and donors about investment and tax information.

• Addressed all 38 states sales & use tax audits, with a zero change audits. Served as the in-house expert for sales & use tax and state & local auditors.• Managed and established the growth of the sales & use tax department from one UK publicly traded entity reporting in 21 U.S. states, to a growth of 4 newly purchased UK publicly traded entities reporting to 38 U.S. states over a 3 - year period.• Prepared all business licenses, and ensured timely filing of all business registrations for all our entities.• Managed and established a “best practice” procedures for filing of the company’s property and sales & use for all of our subsidiaries.

SET AND IMPLEMENTED STRATEGIC VISION Direct the annual strategic planning process with key stakeholders. Collaboratively develop strategic vision and lead organization toward key goals and objectives. RAISE FUNDS AND ENSURE FINANCIAL HEALTH OF ORGANIZATION•Create and maintain high-level relationships within the philanthropic community, school districts, government and private sector • Ability to build collaborations with a variety of existing and new community contacts •Strong experience managing a highly capable team using outcomes measurement and goal-setting •Entrepreneurial self-starter and creative thinker with experience producing results in a rapidly growing, deadline-driven, fast-paced, dynamic environment •Commitment to the mission, vision and values of the non profit organization•Comfortable with improving operations Develop and sustain a diverse funding base (i.e. individuals, foundations, corporations, fee-for-service, etc.) to support the organization’s mission and programs Establish and cultivate key donor and stakeholder relationships to ensure long-term financial stability Create and implement the organization’s fundraising plan, create and implement the annual budget, and regularly report on financial performance. CREATE & MANAGE EFFECTIVE OPERATIONS Oversee the organization’s programs including both fee-for-service and free programs.Coordination with partners, community leaders, and President Obama's initiatives. Develop, and retain high-performance team of volunteers and members; ensure team is effective in carrying out the organization’s mission and strategic goals. Ensure that we are in compliance with the IRS tax codes, and regulations. Establish and manage appropriate infrastructure and systems needed to achieve strategic goals and mission. Serve as an Chairman of the Board and support Board’s effectiveness

Tax Advisory Services

Research Analyst