CPA Team Based Model 
 

About ERT

Elite Resource Team Founders:

With over 33 years of combined financial industry experience, Ken Smith and Anton Anderson joined forces to build Elite Resource Team. Their goal was simple: build a better model to produce better results.

Kenneth Smith, RFC

Ken began his career in 1993 working with Lincoln National. He graduated from Tampa College with a degree in Management and Marketing. After starting his own financial advisory firm in 1994, his focus shifted to financial planning with a tax mitigation emphasis. In 2003, he developed an expertise in tax efficient retirement planning, which allowed him to maintain his position in the top 1% of all financial professionals. In total, he qualified in the top 1% for 18 straight years of his career. In 2010 he accepted that there was a dramatic change going on in the financial planning arena and began working with CPAs. He currently resides in Laguna Hills, CA with his wife Fariba. Outside of work, he enjoys church and working out. He is also an accomplished public speaker and has given talks to tens of thousands of people over the years.

Anton Anderson

Anton began his career in 2003 with Smith Barney while studying business. He graduated from the University of California, Santa Barbara in the top 3% of his class. In 2008 he co-founded SPL Financial, which grew into a thriving practice. He has developed a diverse career as an investor, advisor, and CPA consultant. Anton is a published author, and has lived in the United States, Australia, and the United Kingdom. He currently resides in San Diego, CA. Outside of work, he is a competitive surfer, avid public speaker, and is involved in numerous charitable organizations. He is also the co-founder of SAND (Surfing And Network Developing), and member of STAR (Strategic Trusted Advisors Roundtable) where he serves as the Membership Committee Chair. 

 

Elite Resource Team's Specialists:

Dominique Molina, CPA, CTC – President, American Institute of Certified Tax Coaches

Ms. Molina is the co-founder and President of the American Institute of Certified Tax Coaches (CTC). Dominique has successfully licensed more than 400 tax professionals as Certified Tax Coaches across the country, creating a national network of highly qualified professionals who provide proactive services for their clients. She is also a three time Amazon Best Selling author, discussion leader for the AICPA, and instructor for continuing professional education courses.

Michael Frost, Heritage Advisors LLC - RIA

Prior to co-founding Heritage Advisors, Michael spent his career as a wealth manager and investment advisor for a few of the most prestigious financial Institutions. After years spent with Merrill Lynch, Michael realized he wanted to bring Wall Street to Main Street and opened his own Registered Investment Advisory Firm in 2011 and aligned himself with the sophisticated planners at Nelson Law Firm. With an emphasis on true independent non-bias financial services, Michael brings his experience in investment management, financial planning, private banking, investment banking, insurance plan design and special financing needs to the Heritage team.

Ralph Nelson, JD, CPA - Advanced Tax Mitigation

Ralph is a licensed attorney and Certified Public Accountant. Ralph is one of the founders of Heritage Advisors. Prior to establishing Heritage Advisors, Ralph was a practicing tax attorney focused primarily on income tax strategies. Ralph worked for Deloitte and Touche, LLP in its Mergers and Acquisitions group before joining a Phoenix-based tax firm. Ralph currently works primarily with small business owners and high-income taxpayers to develop income tax and estate tax strategies.

Donald S. Feldman, CExP™, CPA, CVA, ABV, MBA.

Donald S. Feldman is the founder of Keystone Business Transitions, LLC, a firm based in Lancaster, PA devoted to exit and succession planning for business owners. He has been a CPA for 25 years and a valuation professional for 20 years. For the last 15 years, Don’s practice has focused exclusively on succession and exit planning for business owners, including transfers of business interests to family members and key employees, as well as sales to outsiders. Don has been awarded the designation Certified Exit Planner™ by the Business Enterprise Institute. Don holds a joint M.S. in Accounting / M.B.A. degree from Northeastern University.

David Cechanowicz, CLU, ChFC, AIF, Social Security Timing

Mr. Cechanowicz has testified before the Internal Revenue Service on distribution issues for qualified plans and has been an expert witness in federal court on life insurance matters and in a Financial Industry Regulatory Authority securities arbitration matter. He’s also taught classes for the Chartered Financial Consultant® designation and helped the Certified Financial Planner Board of Standards write exam questions.

Cary Potter, Oracle Capital
Business Valuation

Mr. Potter has performed financial analyses and valuation opinions regarding business entities, options, profit interests, derivatives, and intangible assets for over 20 years. He serves as a Managing Director for Oracle Capital and spent the last eight years at KPMG as a specialist to valuation clients and audit teams in Southern California, Boston, Chicago, Las Vegas, Silicon Valley, Germany, and the United Kingdom.

Alex Bellini, Aurora Capital
Premium Finance

Mr. Bellini is a consultant for ACA, helping run one of the most successful premium finance platforms in the industry. In addition, Alex has founded and continues to be active in two software companies since the mid 2000s and has studied at both the undergraduate and graduate levels at the University of San Diego. He is a chair member of the FPA San Diego, a CA DOI educator, and a CFP Board CE educator, teaching courses on Retaining Capital Through Premium Financing and Removing the Greed from Premium Financing - A Fee-Only Approach.

Joel Grushkin, Cost Segregation Initiatives (CSI)
Cost Segregation

Mr. Grushkin is Regional Director of Cost Segregation Initiatives (CSI). Joel brings nearly 40 years of executive experience to the CSI organization. His background includes 11 years with Arthur Young & Company (now Ernst & Young) as a Principal and director of the firm’s Management Services Practice. His cost segregation experience has encompassed studies for developers and owners of commercial real estate, including but not limited to, office buildings, shopping centers, manufacturing and distribution centers, specialty medical facilities, automotive dealerships, hotels, restaurants, financial institutions, multi-family residential, and senior living communities.

Martin Staubus, Esq., Beyster Institute
Employee Stock Ownership Plans (ESOPs)

Mr. Staubus is the executive director of the Beyster Institute, part of the Rady School of Management at UC San Diego, where he advises business leaders on the design and operation of employee stock ownership programs to build stronger companies and provide liquidity to owners. Martin has 30 years of experience in business, having served in varied roles as an attorney, consultant, Labor Department policy advisor, corporate executive, and corporate director. He has served as Associate Director of the ESOP Association in Washington DC and as a director of the National Center for Employee Ownership.

David Wolf, CLTC Wolf & Associates
Long Term Care

Mr. Wolf is the president and owner of Wolf & Associates. Wolf & Associates has specialized solely in Long-Term Care Planning since 1988. David’s expertise in Long-Term Care Insurance planning with business owners and executives has gained him national recognition in his field. He has been quoted numerous times by the Wall Street Journal, Barron's, and others. His depth of knowledge in creative tax applications for these products has made him a recognized leader and speaker. His practice niche is offering turn-key Long-Term Care Insurance planning solutions to advisors who wish to offer their clients the highest level of service and expertise.

Kenneth Marblestone, Esq., MandMarblestone Group
Qualified Retirement Plans

Mr. Marblestone is highly respected among colleagues and clients for his extensive knowledge of employee benefits. He is a sought after speaker who has presented to a wide array of distinguished groups, including the New York University of Taxation, the Tax Executives Institute, the New York State Bar Association, and the Pennsylvania Bar Institute. Ken has contributed articles to many professional publications, including the Journal of Pension Planning and Compliance, Taxation for Accountants, and Taxation for Lawyers. His thorough competence and integrity have earned him a peer review AV® rating from Martindale-Hubbell®, the highest rating awarded for legal ability and professional ethics.

Keith Langlands, CPA, Synergy Captives
Captive Insurance Companies

Mr. Langlands is President and Managing Partner of Synergy Captive Strategies (SCS). Founded in 2008, SCS provides captive insurance formation, management, and alternative risk transfer strategies for middle market companies, which allows them the ability to reduce insurance costs, increase cash flow, and better leverage every dollar earned. With more than 25 years of experience in the financial sector, Mr. Langlands is a leading expert in the captive arena. His proficiency as a CPA, servicing high net worth clients while providing strategic advice regarding accumulating and protecting wealth, reducing insurance costs, improving cash flow, controlling risks, and managing tax liability is the foundation for his full time transition into Captive Management.

Peter K. Fisher, Inland Securities Corporation
1031 Exchange and REITs

Mr. Fisher joined Inland in 2005 as a regional sales representative. He was promoted to Vice President in 2006 and to First Vice President in 2009. Inland and its affiliates have sponsored 671 programs including six nonlisted real estate investment trusts (REITs), 655 private LPs, LLCs, and DSTs, and 10 public LPs. As of June 30, 2014, Inland had raised more than $20 billion from investment product sales to over 480,000. Also, as of June 30, 2014, Inland owned properties in 49 states and managed assets with a book value exceeding $16.1 billion. He holds Series 7 and 63 licenses with the Financial Industry Regulatory Authority (FINRA).

Sean Henrie, LUTCF, Business Planning Group, Non
Qualified Retirement Plans

Mr. Henrie is a Partner at Business Planning Group. Sean holds the LUTCF designation from the American College. The LUTCF designation combines essential product knowledge with the skills financial professionals must have to advise individuals and businesses effectively on their insurance and planning needs. Sean has over 13 years of experience working closely with many CPAs, attorneys, and many business owners in the areas of Qualified Retirement Plans, Non-Qualified Fringe Benefits, and Business planning. Additionally, Sean is nationally accredited by the National Association of State Boards of Accountancy to provide CPA training and credits on the retirement and tax advantages of IRC Section 79 Permanent Life Insurance.

Ami Kassar, MultiFunding
Small Business Financing Specialists

Mr. Kassar, CEO and Founder of MultiFunding, is a nationally renowned small business advocate and leader. Ami has been featured in publications including the New York Times, The Huffington Post, The Wall Street Journal, Entrepreneur, and Forbes, and has appeared as a guest on Fox Business News. Ami is the 2014 and 2013 recipient of the Small Business Influencer Award as well as the 2012 Small Business Advocate Award

Mark Sorensen, Royal Fund Management
Assets Under Management

Mr. Sorensen has been in the securities and insurance business for over thirty years. He has worked for full service Wall Street firms and spent six years overseas heading an institutional trading desk for an international bank. Mark is currently the Chief Executive Officer of Royal Fund Management, LLC, a SEC Registered Investment Adviser.