CPA Resource - Mark Wight Director of Tax Resources
Website: JTC CPAs
Email: m.wight@jtccpas.com
Phone: 520-327-8706
JTC CPAs LLP is a full-service CPA firm with nine locations in eight states serving clients nationwide. JTC focuses on delivering businesses and families high-quality tax and accounting services that address client needs from straightforward accounting advisory services and tax return preparation help, to advanced and highly technical planning and consulting that meet your needs for
- Entity structuring and formation
- Business sale, succession and other exit strategies
- Support for complex real estate transactions
- Trust and estate tax consulting
- Not-for-profit tax compliance and advisory support for their special accounting needs
- Financial and tax forecasting and year-end planning integrating related individuals and entities
- Audit and other tax issue resolution service including representation before federal and state tax authorities
We are happy to help you with a free initial consultation to discuss how our team members can best serve you
CPA Resource - Herschel Hugie
Website: Cook Martin Poulson, P.C.
Email: Hhugie@cmp.cpa
Phone: 435-750-5566 Ext. 106
Herschel is a native of Kaysville, Utah, Herschel earned a bachelor’s degree in
business administration and a master’s degree in accounting from Utah State
University. Herschel’s primary focus is on individuals and small businesses, where
he goes above and beyond to exceed his client’s needs. He assists with third party administrative work for 401(k) and Pension Plans. In addition, Herschel specializes in new business set up, payroll taxation, and QuickBooks consultation. Herschel and his wife Chantry have three little boys and a little girl, who keep them very busy. Herschel enjoys playing sports, snowmobiling, fishing, hunting, and anything else outdoors.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, CPA, legal, real estate, insurance or trust services. These entities and their services are not affiliated with LPL Financial and Carmichael Financial.
Attorney Resource - Jon Scibilia
Email: ej@edwardlawaz.com
Phone: 602-880-3379
Edward Jonathon Scibilia is utilizing his 15 years of experience of taxation and legal practice, to protect what is rightfully yours and utilize the tax code to protect, plan, and build your life savings. Jonathon is native of a small town in western New York, where he graduated from Greece Arcadia High School. Jonathon received his Bachelor of Science in Accountancy from R.I.T. Following graduation, Jonathon returned to law school earning his LLM in Taxation from the Villanova University Charles Widger School of Law. In 2005, Jonathon cut his teeth working for top 10 ranked CPA firms assisting, leading, and training fellow CPAs and tax professional. Jonathon excelled in many areas of taxation involving high net worth individuals, business conduit entities, C-Corporations, and Trusts and Estates. Jonathon switched gears and began to focus on law where he joined a top Estate Planning and Probate law firm in Scottsdale. Jonathon assisted the partners and clients in the estate planning and administration department. Jonathon’s history with clients range from simple to complex estate plans.
Estate Planning Resource - Trust & Will
Website: Trust&Will
Trust & Will’s mission is to help every family leave a legacy. We believe estate planning and probate should be easy, inclusive, and affordable. More than 60% of Americans don’t have an estate plan and we’re trying to change that statistic.
After realizing that the traditional way to create an estate plan was outdated, expensive, and exclusive, our co-founders started an incredibly easy-to-use and affordable process that allows people to create an estate plan from the comfort of their own homes.
Trust & Will provides an easy and secure way to create estate plans and settle estates online, with the ability to customize legal documents that adhere to individual state and county guidelines. The platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA.