Healthy Wealthy & Wise Accountants

I am a Tax Consultant and Real Estate Investor, and podcast host of Healthy, Wealthy & Wise. I advise clients on the application of Tax Efficiencies relating to their investments both directly and indirectly. My education is in Accounting but my entrepreneurial spirit has led me through many business ventures. But I love finding money for people who didn't know it was there! Cost Segregation, 179D deduction, 45L credits, R&D tax credits, Historical Tax Credits, Conservation Easements, Opportunity Zones, Alternative Investments, and Captive Insurance are a few tools we can help you with. As the Executive Vice President and Board Member of Engineered Tax Services I help plan for growth and operational improvements internally, while working externally with investment minded individuals to optimize their investment. I also teach over 30+ Continuing Education courses annually to CPA's, Design Build Professionals and Real Estate Professionals across the U.S. If synergies are apparent, please send me a connection request and let's see how we can work together.

Wild (adj.): Having the courage to bring the gift of all of who you are to all of what you do. --Chris Heeter Boring meetings? Disengaged teams? Frantic leadership? Shake it up. The Wild at work approach reminds us that working together doesn’t have to be so complicated. At the end of the day, leadership and teamwork boil down to engaging a wide range of laughable, but dedicated personalities, calling out their strengths, and working effectively together. There’s nothing like hearing a group of bankers or IT professionals—among many others– call out words that come to mind when they are feeling Wild (present, passionate, creative, free, daring, alive), and then diving into how to welcome and greatly benefit from letting that Wild side be present at work. Specialties... Speaking: keynotes, on or off-site training, breakout sessions, retreats/outdoor experiences for teams. Wilderness trips: canoe, hike, sea kayak, and dogsled