Thank you to Chris Lake of Business Group Resources who referred one of her clients to me, for a business loan. I was able to offer them both a short term and long term solution to their financing needs.

Michael is an expert in the area of valuations and royalty audits, not to mention a wealth of knowledge on the IRS. With 27 years of experience with the IRS, be brings a unique perspective and inside view of the types of things they see and what they looks at when selecting businesses for audits. He is generous with his knowledge and time. I look forward to working with him on a few royalty audits in the future.

I'd like to thanks James for referring me to one of his very important clients to consult on R&D credits. This was a security company, so it wasn't immediately obvious to the untrained eye exactly what that might have to do with R&D. But James had the perspicacity to understand and appreciate the potential there and to open a dialog on it with me. After just a few minutes of conversation, it became obvious that there was substantial R&D in what they do, as every venue and every event has custom elements to the planning. Beyond the referral, I very much appreciate that James felt comfortable enough with me to place his trust in me to handle this client. It meant a lot to me because we hadn’t worked together before. Rest assured James, I will treat any referrals from you like gold!

I'd like to thank Bryan Denove of Northwestern Mutual. He is a wonderful networker and a prolific adviser. He has been a wealth of referrals and together we are collaborating on a growing number of cases. All Cities is lucky to have him.

I'd like to thank J.P. Hamlett Sr. of Advanced Planning Strategies. He referred me to a client of his, who was in turn referred to him by a CPA firm. This client is a 32-year-old, affluent attorney, whose CPA recommended that he set aside some of his considerable earnings in a safe, tax efficient, life insurance bucket. J.P. asked me to design a solution that would allow this young man to obtain Premium Financing so that his bucket could be filled using other people's money. This client provided a case study for a presentation that I will be giving on January 27th in Encino. J.P. is a pleasure to work with and is one of the most prolific relationship-developers I have met. I look forward to collaborating with him on many more cases.

I want to thank Nelinia Varenas of Breakthrough SEO Marketing (breakthroughseomarketing.co) for the support and effort to launch our Automotive Dealer Services website (atlante-ds.com) and market our offerings in this space.

I want to thank Danny Cooper for sharing his knowledge of the law and making introductions to new capital partners for our multifamily apartment business.

It can be very confusing for anyone who is considering a reverse loan as there are so many more options now then there were in the past years. I really appreciate Jerry reaching out to me on behalf of his girlfriend. At the time she wanted additional funds for remodeling projects and it made sense to her and Jerry to utilize her equity for that purpose instead of her investments. Thank you, Jerry, for allowing me to assist Arlene in the acquisition of her new loan and trusting me to complete the transaction for her.

I'd like to thank Ethan Samuels for being a great evangelist on R&D credits. He has given me a number of leads and contacts, and always stands ready to help. My hope is that many of the people I write will also take advantage of his services, and that I can flow him leads as well.

Thank you, Chris Lake, for your introduction to your Regional Vice President at Business Group Resources. Chris is a very warm and talented Research and Development Tax Credit adviser and a very quick study. She saw the potential in collaborating with my wealth management team to provide strategies for some of her company's tax credit clients to deploy those credited funds where they can provide the best possible good for those clients. Chris's RVP, Richard Toral, is also Life and Health Licensed, and I will be able to ensure that he is credited as writing adviser for any solution we write. In addition to being a student of her craft, Chris is a very collaborative professional and believes, as I do that great gains can happen when professionals are willing to pool their talents.