CPA Advisor Team
After analyzing thousands of personal and business tax returns for our clients, we often times communicate with their accountants for more intricate details. Years of relationship building, has made us a vital resource for CPA’s, CFO’s, and accountants. We have become a direct referral source for those advisors.
Jennifer Peschken
REAL ESTATE BROKER
- Time-Of-Death Value Analysis For Tax Planning Strategy
- Official Broker Price Opinions For Divorce Settlements And Partnership Buy-Outs
- Expedited Real Property Sales
- Probate And Trust Real Estate Sales Expertise
Phone: (707) 293-8009
Email: jpeschken@hsmartadvantage.com
DRE # 01330271
Bodhi Kraus
SERVICES LIAISON
- Extensive Overall Financial Analysis For Clients
- Long Term Financial Strategy
- Short Term Financial Planning Options
- Aggressive Client Retention
- Vast Understanding of Personal and Corporate Analysis
- Direct Communication with CPA, Attorneys, Financial Advisors and Consultants
- Nights & Weekend Emergency Cell Phone Access
Phone: (707) 280-1007
Email: bodhi@empowercapitalgroup.com
NMLS # 69695 DRE # 00569036
Marcy Bravo Tang
MORTGAGE LOAN OFFICER
- Private Money To Cover Attorney Fees
- Buy-Out Mortgage Analysis For Partner/Spouse Buy-Outs
- Reverse Mortgage Options for Elderly – Trust-Will Clients
- Monetary Strategy To Assist Bankruptcy Options
- Access to All Conforming Products & Portfolio Programs for Non-Traditionl Clients
- Stated Income & Bank Statement Programs
- Home Equity Reallocation & Investment Strategy
Phone: (707) 303-1184
Email: marcy@empowercapitalgroup.com
NMLS # 877758 DRE # 02088742