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.

Founder & CEO of Insogna CPA

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

For someone who never would have thought the accounting profession could be exciting, after 30 years in the profession I have learned that the knowledge of understanding financial information allows you to assist people in countless ways (no pun intended!) I am a problem solver first and foremost and look forward to assisting our clients with complex issues. That is my passion.

Daryl is a CPA and client service partner at Bowman & Company

A serial entrepreneur by nature and a former CPA and business owner, all of the stars aligned when I entered the tax consulting industry— the previous elements of my diverse background fell into place. By starting Export Advisors, I combine my love for working with other entrepreneurs with my specialization in the IC-DISC incentive program, enabling export business owners to maximize their tax savings. As President of Export Advisors, I look to add measurable value to privately-held, exporting entrepreneurs while providing them with a simplified way to access their maximum tax savings with the IC-DISC. By focusing exclusively on the IC-DISC incentive program, Export Advisors has established programs, processes, and procedures that have collectively saved over $300M for several hundred businesses. Outside of helping export leaders maximize savings, I host Podcasting Stories, talking with business owners about just that, their podcasting stories. From podcasting, I realized the burden that business leaders face trying to produce podcasts, which naturally led me to co-found YourPodcast.team— a full concierge service for business owners to set up, produce, and distribute their podcast, leaving them to share their message. Export Advisors is a Houston, Texas-based consulting firm that partners with privately-held exporters to help them increase their after-tax income by utilizing the IC-DISC program. IC-DISC, or Interest Charge Domestic International Sales Corporation, is an incentive program for exporters, part of the Internal Revenue Code since 1971. If you’re a privately held exporter, reach out to me at dspray@exportadvisors.com to learn if you qualify for the IC-DISC program and how Export Advisors can become Your IC-Disc Partner™.A s

Director at Engineered Tax Services

Katie Thomas, CPA, is a content creator, 40 under 40 CPA Practice Advisor recipient, and the owner of Leaders Online

Licensed as an attorney in both Texas and Colorado, Mr. Mitchell has held a number of different tax positions. He has worked for the IRS as an attorney and then as an appeals officer. He’s led a tax controversy team for a boutique consulting firm, worked in the tax departments for two Fortune 500 companies, worked for one of the Big Four accounting firms, and has had his own tax practice for several years. Having worked in just about every tax role available has provided him with a unique insight into the IRS, its operations, and our tax laws. Mr. Mitchell’s work focuses on various state and federal tax matters and related business and probate matters, including: tax procedural issues, including questions about tax attributes, timing, character, and penalties and interest; structuring business and real estate transactions, including buying, selling, leasing, and other transfers and dispositions; tax planning for corporate and flow through entities; partnership tax issues, including partnership agreements and allocations; depreciation and cost segregation issues, including advice on the tangible property regulations and dispositions; accounting method changes, including Form 3115 presentation and strategy; research tax credit issues, including qualification and funded research analysis; self-directed IRAs and other plan issues, including qualification, prohibited transactions, and the unrelated business income tax; passive activity loss and at-risk issues, including self-rental and grouping rules; and routine and contested probate and estate planning matters. He also handles complex disputes with the IRS and state tax authorities for both businesses and individuals. He has represented businesses ranging from entrepreneurs to multinational corporations, in industries such as high technology, manufacturing, oil and gas, and government contracting.

My passion is helping others become financially free with real estate by investing in apartment buildings! Get my free masterclass - Apartments 101 👇

Nick is a Principal at The Burgess Group and our company focuses on creating unique solutions for high net worth individuals. The wealth transfer strategies and impact investing made possible by The Burgess Group is second to none. Along with leading the field in solutions for the ultra high net worth, The Burgess Group has access to a network of professionals with experience in retirement analysis, estate strategies, employee benefit and retention services, business continuation strategies and trust services. He brings a wealth of knowledge to my position as he has had traveled extensively, attending school in Florence before finishing up his marketing and communications degree at the University of Utah. Nick provides total financial needs analysis through a network of experienced professionals with expertise in • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services Nick is health licensed to sell insurance in: Utah, Texas, Idaho.

As the Co-Founder and CEO of Rockerbox, Philip's goal is to help sustain and grow every small business in America through the power of various employer-based tax credit programs. While it may be a relatively young company, Rockerbox has already made a significant impact to help improve the cash flow for small businesses by effectively executing tax credit programs like ERTC, PPP, and more. Learn more about the work that feeds his passion for helping small businesses and visit our website at rockerbox.tech. In addition to Rockerbox, Philip is proud to lend my experience and expertise as the Co-Founder and CEO of SWAY, a reputation management firm. He is also acting as the Managing Director at Cadre Heath and the Chief Revenue Officer (CRO) at Proxxy, all located in Dallas-Fort Worth. Before his current positions, he worked for over fifteen years in marketing and business development, with ten of those years spent in a management position. He was able to help his employers create and execute effective customer acquisition and retention strategies. Philip's formal sales training came from time spent at 'big box' firms like Xerox and Prudential Securities. However, most of his executive-professional career has been with start-ups and early capitalized firms like WebCE, Consulture, AgVantis, iTech, and KeepMyID. Philip live in Dallas, Texas, and enjoy riding his motorcycle, spending time with friends and family while in search of a new restaurant or culinary mystery.

Curious HR professional and business coach with demonstrated track record of advising and supporting leaders through mindset transformations.