Making Complex Easy

We empower financial professionals through making complex tax strategies tangible and actionable, giving them the tools they need to communicate with and serve their clients.

 

Our focus is on educating financial professionals and those they serve to implement the best strategies for their own goals and challenges. We do this through seminars, webinars, publishing, planning, and one-on-one coaching.

Don Deans

Don Deans, CPA, PFS, has traveled nationwide teaching CPAs, Financial Advisors, and Insurance Agents top strategies to help their businesses better serve their clients. Don’s hands-on approach ensures that each individual is on the right path to success.

Keynotes & Seminars

  • A Day with Don
  • Captive Insurance Companies
  • Conservation Easements
  • Insurance Strategies
  • Opportunities in our Aging Society
  • Social Security Strategist
  • Tax Advantages for Gifting
  • Tax Aspects of Oil & Gas Drilling Partnerships
  • Tax Deferral for Sale of Property
  • Marketing Plan Development

“Don has done exceptional CPE seminars for my CPA contacts for a number of years. A partner in one of the largest firms specifically requests Don each year.”

Butch Forgason

“Easily the most popular client event I have run all year. My clients and their friends thoroughly enjoyed it!”

Jay Laing, CLU, ChFC

John Carroll

With decades of experience across multiple industries, John Carroll is an internationally recognized leader in guiding process intervention using collaboration and decision-making technologies. A master of processes and technologies, John helps to improve and develop strategies for both product sponsors and B/Ds.

Speaking Topics:

  • Strategic planning for organizations
  • Strengthening sales teams
  • Understanding client behavior through focus groups
  • Advisory boards
  • Aging and retirement value-add