About Us
EVERYBODY deserves better healthcare. We generate tax breaks for all employers (in any industry) with 10+ FTEs using ACA-compliant medical insurance w/ zero copays and zero deductibles for employees, and NO negative impact on their take-home pay.
How We Got Started
We began in 1996 as a due diligence community of CPAs and attorneys focused on creating value for business clients.
The products and services we offer
Recommendations Received (15)
"He's the consummate professional."
"Mark is a brilliant and highly praised entrepreneur who is an expert on insurance and taxes. He..."
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"Mark is a brilliant and highly praised entrepreneur who is an expert on insurance and taxes. He is also extremely trustworthy and tells it like it is. I strongly recommend as both a business collaborator and expert consultant."
Products & Services
We provide tax mitigation solutions for all U.S. industries, regardless of geographic location, including (especially) those impacted by
§
280E.
We operate on a zero up-front cost, 100% performance fee basis. Our experts take whatever time is necessary to educate YOUR advisors.
We utilize a suite of best-in-class service providers to dramatically cut costs for healthcare insurance (inc. self-insured and DPC platforms) Work...
Gallery
Recommendations Given (18)
"I RARELY offer recs, but I intro'd Warren to one of my LinkedIn contacts who tells me his..."
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"I RARELY offer recs, but I intro'd Warren to one of my LinkedIn contacts who tells me his (Warren's) solution is exactly what he (my contact) needed, so if it's granular level data insight into the cannabiz you need - check w/ CaanaSpyglass!"
"Scott's firm does the research so WE don't have to!"
