Meet Our Team of Experts
Joel Grushkin
Cost Segregation
Keith Langlands, CPA
Captive Insurance
David Medina, CFP, CWS, CPFA
Pension Consultant
Charles Tiano, AIF
Conservation Easements
Michael A. Perlmutter, JD, CPA, CVA, ABAR
Valuation Expert
Richard Montellano
Cost Remediation
Donald S. Feldman, CPA, CEXP™, CVA, ABV, MBA
Business Exit Planning
Jonathan A. Mintz, J.D.
Asset Protection & International Taxation
Ami Kassar
Business Financing
Tim Vorhees, J.D., MBA
Master Plan Design
J. Craig Sullivan, J.D.
The IDEAL Plan™
Brian D. Hartstein, MSFS, CLU
RMD Remedy / Pension Plans
*Our team can comprise of independent 3rd party providers that might include professionally licensed individuals whose services we incorporate for the betterment of our clients.