| Hire An Expert |
Our Hire An Expert section lets you view experts in the fields posted below for your accounting and practice management needs. We've provided a brief intro for each Expert on this page, plus a biography and a list of his or her products and services on the "My Credentials" page.
To contact an Expert, simply click the "Contact This Expert" link next to that Expert, as listed in the following expert areas:
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Teresa Allen
Teresa Allen's engaging presentation style has captivated audiences in keynote and training programs across the country for more than ten years. She has trained thousands of business professionals on topics including customer service, sales, communication, teamwork and presentation skills programs.
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Allyson Lewis
A renowned motivational speaker and coach, Allyson Lewis has spent the last 22 years developing and teaching concrete yet actionable business ideas to executives all over the country. Her new book, The Seven Minute Difference, has grown out of the workshops she has been teaching for the last three years.
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Kevin O'Connor
Kevin O'Connor is a professional speaker, trainer, and corporate consultant who specializes in person-to-person skill building and the art of leadership. He specializes in leadership training for financial professionals.
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Lynda Falkenstein
The Niche Doctor
Dr. Lynda C. Falkenstein aka "The Niche Doctor" is the world's foremost authority on creating powerful niches that serve as engines driving the most successful businesses and careers.
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Bill Cates
The Referral Coach
Bill Cates delivers high-content keynotes, seminars and full-training programs. He works with financial service professionals who want to attract more high-quality clients and with companies who want to increase sales through a more committed sales force.
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Katherine Vessenes
Vestment Advisors
Katherine Vessenes is America's best known authority on the legal, ethical and compliance issues facing financial advisors and knows how to keep an audience energized, involved and motivated to take action!
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Joe Lukacs
International Performance Group
Joe specializes in working with financial advisors in such areas as, profitable business growth, business planning, business relationships, client development, client retention, goal setting, motivation, and communication.
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Jim Lange
James Lange, CPA/Attorney, is one of the top IRA, 401(k), and retirement plan distribution experts in the country, with 27-years of hands-on experience. His recently published book, Retire Secure! Pay Taxes Later (Wiley 2006) was cited by Larry King, Larry King Live, CNN as One of the best books about saving taxes I've ever read. It works!
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Ed Slott
Ed Slott & Company
Ed Slott was named as “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker.
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Katherine Vessenes
Vestment Advisors
Katherine Vessenes is America's best known authority on the legal, ethical and compliance issues facing financial advisors and knows how to keep an audience energized, involved and motivated to take action!
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Jim Jorgensen
Jim Jorgensen can address a wide range of topics and deliver your message in a humorous and motivating way. Nationally known author, host of a nationwide radio show, and radio and television personality he can keep your audience on the edge of their seat.
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Kevin O'Connor
Kevin O'Connor is a professional speaker, trainer, and corporate consultant who specializes in person-to-person skill building and the art of leadership. He specializes in leadership training for financial professionals.
My Credentials / Contact This Expert |
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Jim Lange
James Lange, CPA/Attorney, is one of the top IRA, 401(k), and retirement plan distribution experts in the country, with 27-years of hands-on experience. His recently published book, Retire Secure! Pay Taxes Later (Wiley 2006) was cited by Larry King, Larry King Live, CNN as One of the best books about saving taxes I've ever read. It works!
My Credentials / Contact This Expert |
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Jim Jorgensen
Jim Jorgensen can address a wide range of topics and deliver your message in a humorous and motivating way. Nationally known author, host of a nationwide radio show, and radio and television personality he can keep your audience on the edge of their seat.
My Credentials / Contact This Expert |
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Gary Gorman
1031 Exchange Experts
Gary Gorman is the Managing Partner of The 1031 Exchange Experts. His company specializes in tax-deferred exchange services nationwide. Gary even provides 1031 information to Rich Dad/Poor author Robert Kiyosaki and real estate Icon Donald Trump!
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Paula Straub
Save Gains Tax
Do you have clients selling highly-appreciated assets such as Real Estate, Stock Portfolios, a Business or Professional Practice, or Valuable Collections? The decision to liquidate and pay capital gains taxes can be overwhelming. You should seek Expert advice in these complex situations - consult with Paula Straub before the deal is done!
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Gary Gorman
1031 Exchange Experts
Gary Gorman is the Managing Partner of The 1031 Exchange Experts. His company specializes in tax-deferred exchange services nationwide. Gary even provides 1031 information to Rich Dad/Poor author Robert Kiyosaki and real estate Icon Donald Trump!
My Credentials / Contact This Expert / Articles |
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Paula Straub
Save Gains Tax
Do you have clients selling highly-appreciated assets such as Real Estate, Stock Portfolios, a Business or Professional Practice, or Valuable Collections? The decision to liquidate and pay capital gains taxes can be overwhelming. You should seek Expert advice in these complex situations - consult with Paula Straub before the deal is done!
My Credentials / Contact This Expert / Articles |
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