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

Jeffrey Klein, CPA
Ron Klingensmith, CPA

New York

Thomas Buffamante, CPA

Pennsylvania

Edward Mendola, CPA

West Virginia

Michael Barill, CPA
James Gianola, CPA
Chuck Smith, CPA