Asset Protection

Asset Protection

Asset protection, or wealth preservation, plan makes the enforcement of judgments against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.

  • Howard Schulman

    Partner
    Howard has over 40 years of experience as a CPA settling tax controversies as well as mortgage company audits. He appears as a regular on the Wall Street Shuffle giving advice on tax .

    Bryan D. Bulloch

    Partner
    Bryan has more than 16 years of financial management experience from controller to CFO to CPA–6 years as a tax executive in public companies.

    John Dupertuis

    Partner
    John oversees all compilation, review and audit engagements. He has a B.B.A. in Accounting and has over 19 years experience in the accounting field.

    Gary J. Seger

    Partner
    Gary has nearly two decades of experience–serving as CFO of various companies over that last 10 years. Gary has a wealth of experience working in the Healthcare industry.

    Bryan Godley

    Partner
    Bryan has 15 years of Tax and Accounting experience–most of which has been spent in public accounting. He has worked in a variety of small to large accounting firms.