Leadership
Our forward-looking leadership team is made up of dedicated and focused individuals working to ensure we provide the highest quality products and services to our clients. Together, their knowledge and experience keeps us at the forefront of the tax and accounting industry.
Bill Hall
Director of Capital Gains Tax Reduction
Christen Berman
Managing Director, COO, Tax Credits
Eric Aragon
CPA, Tax Reduction Specialist
Jeremy Bryant
Managing Team Director
Charles Hayes
Estate Planning
Darren Sugiyama
Director of Affluent Markets
Robert Raimondo
Managing Director Attorney
Kim Raimondo
Compliance Attorney
Richard Myer
Managing Team Director
Chuck Nash
Managing Team Director
How do tax-efficient strategies contribute to the preservation of wealth during market fluctuations?
Tax-efficient investment and financial planning strategies help clients navigate market volatility while minimizing the impact of taxes on their overall wealth.
What role does tax planning play in providing clients with a holistic financial solution?
Integrating tax planning into financial strategies showcases a comprehensive approach, addressing all aspects of a client’s financial well-being and minimizing unexpected tax liabilities. We are the only source you will need to provide this valuable solution – weekly training is provided!
In what ways do tax reduction strategies contribute to the achievement of clients' financial goals?
Clients are drawn to financial planners who can optimize their tax liabilities, resulting in increased disposable income and improved long-term financial outcomes. TRS will do all the heavy lifting.
Why is estate tax reduction essential to a comprehensive financial planning approach?
High-net-worth individuals, business owners, and those with complex financial portfolios are especially receptive to financial planners who specialize in tax reduction and estate planning, as these services directly impact their financial legacies.