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Skills

  • Business Planning
  • Business Strategy Formulation
  • Benefits
  • Business Acquisition
  • Business Law
  • Business Plan
  • Business Strategy Design
  • Business Tax Planning
  • Compensation Management
  • Corporate Risk
  • Corporate Strategy
  • Corporate Tax
  • Design
  • Incorporation
  • International Banking Services

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Services

  • Off-Shore Business Structuring

    $95/hr Starting at $95 Ongoing

    Dedicated Resource

    U.S. federal law allows special business tax incentives to be provided for business established in the U.S. territories of The U.S. Virgin Islands, Puerto Rico, Guam, and American Samoa. These islands...

    Business PlanningBusiness Strategy FormulationBusiness Tax PlanningCorporate StrategyCorporate Tax

  • Strategic Business Planning

    $95/hr Starting at $95 Ongoing

    Dedicated Resource

    Whether you are a start-up or established business I can help position your operation for maximum growth and profitability. Our team provides comprehensive services from advising on state or country...

    BenefitsBusiness AcquisitionBusiness LawBusiness PlanBusiness Planning

About

Innovative Solutions - Delivered

I have over 30 years of experience as an attorney, insurance agent, entrepreneur, business consultant and strategist. I have launched, operated and sold several successful businesses and worked with hundreds of entrepreneurs in developing, financing, structuring and managing their enterprises. I have a particular passion for working with startups, independent contractors, professionals and other small for profit and not-for-profit organizations.

After a long and successful career I am looking to slow down from working on large complex projects and desire to work with more diversified and exciting opportunities to assist other businesses to grow and prosper.

I have Particular Expertise in off-shore business structuring and tax planning in the U.S. Virgin Islands which provides more advantages for U.S. and foreign businesses than most other off-shore jurisdictions.

KEY AREAS OF EXPERTISE:
Federal Taxation
Employee Benefits
Executive Compensation
Healthcare
Trusts & Estates
Life & Health Insurance (licensed)
Non-Profits

CLIENTS & INDUSTRIES SERVED:
Real Estate
Insurance
Financial Services
Day Traders, Hedge Fund Managers, Commodity Brokers
Benefits Brokers
Athletes, Musicians, Performers
Sports & Entertainment Industries
Manufacturing
Online and Technology Businesses
Entrepreneurs & Start-ups
Small to Mid-size Growing Businesses
Freelancers, Independent Contractors and Consultants

SERVICES:
Off-Shore Tax & Business Planning
Corporate Planning & Structuring
Business Development
Personal Tax & Estate Planning
Captive Insurance Planning
Legal Document & Contract Drafting
Tax Planning and Tax Reduction Strategies
Business Plans & Feasibility Studies
Operational Efficiency
Strategic Planning
Legal & Business Research
Estate Planning
Life Insurance
Advance Sales
Insurance & Financial Services Marketing

Although I am new on Guru I have been an oDesk/UpWork client since 2012 with a 5-star 4.98 rating after 53 reviews.

I look forward to being of service to you.

Work Terms

Fee arrangements are either hourly, flat rate or a combination as negotiated with clients on a case-by-case basis.

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