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Continually learn, network and apply knowledge to the benefit of our clients.
Current Projects
sophicu, formerly itaxpartners, is more than a professional development program dedicated to providing a unique learning experience in the format of seminars, webinars, or interactive panel discussions. Our vision is to allow professionals to exchange ideas and generate business for each other. Target subjects are in estate planning, trusts, succession planning, owner/manager issues, capital structures and real estate.
OPTIMAL MEDICAL BENEFIT ADMINISTRATIVE SERVICES
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OMBAS is a third party administrator for Private Health Services Plan that allows
you to turn your personal medical expenses into a business deduction.
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