At Elite Financial Associates we help CPAs deliver more value to their clients. We accomplish this by educating them on the basics of the necessary solutions, leading them through a process to identify opportunities, and providing them with a team of the country’s top specialists. Ultimately, this allows them to deliver the best solutions in the most efficient and risk-free system available.
From the simplest of account roll-overs to the most complex tax mitigation and business planning scenarios, the CPA Team Based Model can help. The following list of our planning specialists is representative of the variety and depth of our team.
Adam Blitz, CPA, Wiebe Hinton Hambalek, LLP – The Future of the Accounting Firm
Mr. Blitz is a practicing CPA, as well as a consultant for professional service firms to enhance relationships with clients, vendors, staff, and communities for the purpose of developing revenue streams. Adam’s passion for business development stems purely from the notion that CPAs help people! He has his Masters in Leadership Studies and is the author of numerous articles in the Journal of Accountancy and the AIPCA and completed his thesis on the value a CPA should provide their clients and staff.
David Cechanowicz, CLU, ChFC, AIF, Social Security Timing – Social Security Distribution Planning
Mr. Cechanowicz has testified before the Internal Revenue Service on distribution issues for qualified plans and has been an expert witness in federal court on life insurance matters and in a Financial Industry Regulatory Authority securities arbitration matter. He’s also taught classes for the Chartered Financial Consultant® designation and helped the Certified Financial Planner Board of Standards write exam questions.
Cary Potter, Oracle Capital – Business Valuation
Mr. Potter has performed financial analyses and valuation opinions regarding business entities, options, profit interests, derivatives, and intangible assets for over 20 years. He serves as a Managing Director for Oracle Capital and spent the last eight years at KPMG as a specialist to valuation clients and audit teams in Southern California, Boston, Chicago, Las Vegas, Silicon Valley, Germany, and the United Kingdom.
Alex Bellini, Aurora Capital – Premium Finance
Mr. Bellini is a consultant for ACA, helping run one of the most successful premium finance platforms in the industry. In addition, Alex has founded and continues to be active in two software companies since the mid 2000s and has studied at both the undergraduate and graduate levels at the University of San Diego. He is a chair member of the FPA San Diego, a CA DOI educator, and a CFP Board CE educator, teaching courses on Retaining Capital Through Premium Financing and Removing the Greed from Premium Financing - A Fee-Only Approach.
Joel Grushkin, Cost Segregation Initiatives (CSI) – Cost Segregation
Mr. Grushkin is Regional Director of Cost Segregation Initiatives (CSI). Joel brings nearly 40 years of executive experience to the CSI organization. His background includes 11 years with Arthur Young & Company (now Ernst & Young) as a Principal and director of the firm’s Management Services Practice. He was also a member of AY’s National Real Estate Industry Specialty Practice Group. His cost segregation experience has encompassed studies for developers and owners of commercial real estate, including but not limited to, office buildings, shopping centers, manufacturing and distribution centers, specialty medical facilities, automotive dealerships, hotels, restaurants, financial institutions, multi-family residential, and senior living communities.
Martin Staubus, Esq., Beyster Institute – Employee Stock Ownership Plans (ESOPs)
Mr. Staubus is the executive director of the Beyster Institute, part of the Rady School of Management at UC San Diego, where he advises business leaders on the design and operation of employee stock ownership programs to build stronger companies and provide liquidity to owners. Martin has 30 years of experience in business, having served in varied roles as an attorney, consultant, Labor Department policy advisor, corporate executive, and corporate director. He has served as Associate Director of the ESOP Association in Washington DC and as a director of the National Center for Employee Ownership.
David Wolf, CLTC Wolf & Associates – Long Term Care
Mr. Wolf is the president and owner of Wolf & Associates. Wolf & Associates has specialized solely in Long-Term Care Planning since 1988. David’s expertise in Long-Term Care Insurance planning with business owners and executives has gained him national recognition in his field. He has been quoted numerous times by the Wall Street Journal, Barron's, and others. His depth of knowledge in creative tax applications for these products has made him a recognized leader and speaker. David has been a top producer for many of the insurance carriers Wolf & Associates represents. His practice niche is offering turn-key Long-Term Care Insurance planning solutions to advisors who wish to offer their clients the highest level of service and expertise.
Kenneth Marblestone, Esq., MandMarblestone Group – Qualified Retirement Plans
Mr. Marblestone is highly respected among colleagues and clients for his extensive knowledge of employee benefits. He is a sought after speaker who has presented to a wide array of distinguished groups, including the New York University of Taxation, the Tax Executives Institute, the New York State Bar Association, and the Pennsylvania Bar Institute.
Ken has contributed articles to many professional publications, including the Journal of Pension Planning and Compliance, Taxation for Accountants, and Taxation for Lawyers. His thorough competence and integrity have earned him a peer review AV® rating from Martindale-Hubbell®, the highest rating awarded for legal ability and professional ethics.
Keith Langlands, CPA, Synergy Captives – Captive Insurance Companies
Mr. Langlands is President and Managing Partner of Synergy Captive Strategies (SCS). Founded in 2008, SCS provides innovative captive insurance formation, management, and alternative risk transfer strategies for middle market companies, which allows them the ability to reduce insurance costs, increase cash flow, and better leverage every dollar earned. With more than 25 years of experience in the financial sector, Mr. Langlands is a leading expert in the captive arena. His proficiency as a CPA, servicing high net worth clients while providing strategic advice regarding accumulating and protecting wealth, reducing insurance costs, improving cash flow, controlling risks, and managing tax liability is the foundation for his full time transition into Captive Management.
Peter K. Fisher, Inland Securities Corporation – 1031 Exchange and REITs
Mr. Fisher joined Inland in 2005 as a regional sales representative. He was promoted to Vice President in 2006 and to First Vice President in 2009. Inland and its affiliates have sponsored 671 programs including six nonlisted real estate investment trusts (REITs), 655 private LPs, LLCs, and DSTs, and 10 public LPs. As of June 30, 2014, Inland had raised more than $20 billion from investment product sales to over 480,000 investors, many of whom have invested in more than one product. Also, as of June 30, 2014, Inland owned properties in 49 states and managed assets with a book value exceeding $16.1 billion. Prior to Peter joining Inland, he graduated with a Bachelor of Science degree from Indiana University. He holds Series 7 and 63 licenses with the Financial Industry Regulatory Authority (FINRA).
Sean Henrie, LUTCF, Business Planning Group, Non – Qualified Retirement Plans
Mr. Henrie is a Partner at Business Planning Group, located in South Jordan, Utah. Sean holds the LUTCF designation from the American College. The LUTCF designation combines essential product knowledge with the skills financial professionals must have to advise individuals and businesses effectively on their insurance and planning needs. Sean has over 13 years of experience working closely with many certified public accountants, attorneys, and many business owners in the areas of Qualified Retirement Plans, Non-Qualified Fringe Benefits, Business planning, Estate planning, and Charitable planning. Additionally, Sean is nationally accredited by the National Association of State Boards of Accountancy to provide CPA training (and CPE credits) on the retirement and tax advantages of IRC Section 79 Permanent Life Insurance.
Ami Kassar, MultiFunding – Small Business Financing Specialists
Mr. Kassar, CEO and Founder of MultiFunding, is a nationally renowned small business advocate and leader. Ami has been featured in publications including the New York Times, The Huffington Post, The Wall Street Journal, Entrepreneur, and Forbes, and has appeared as a guest on Fox Business News. Ami is the 2014 and 2013 recipient of the Small Business Influencer Award as well as the 2012 Small Business Advocate Award.
Mark Sorensen, Royal Fund Management – Assets Under Management
Mr. Sorensen has been in the securities and insurance business for over thirty years. He has worked for full service Wall Street firms and spent six years overseas heading an institutional trading desk for an international bank. Mark is currently the Chief Executive Officer of Royal Fund Management, LLC, a SEC Registered Investment Adviser.
By contacting us, you may be offered information regarding the purchase of insurance and investment products.