Many of the programs with which we work will involve having a client review the program with their CPA. On many of those occasions, it is easier to have a CPA-to-CPA discussion, rather than having a planner discuss the concepts. We believe that a client should have a good working relationship with their CPA, and should count on that individual to get relevant and current tax advice. The individuals listed below are those CPAs whom we have had the occasion to work with on more than one case situation, and those that are available to review concepts with a client's CPA or advisor.

California

• Mary Keim
• Jeffrey Klein
• Ron Klingensmith

New York

• Thomas Buffamante

Pennsylvania

• Kathy Hess
• Kevin McQuillan

West Virginia

• Michael Barill
• James Gianola
• Chuck Smith