Mark Livingston
Founder
Mark has 7 years of experience as a corporate executive and has been a CPA for over 35 years. After obtaining a degree in Accounting, Mark progressively gained more experience in various audit and accounting roles. Mark is currently consulting with companies in need of financial and accounting work.
In 2015, Mark started investing outside Wall Street, primarily focusing on real estate targeting high yields and consistent cash flows. More recently, Mark has started focusing on projects and strategies that also provide tax advantages for high-earning professionals who are primarily W-2 and 1099 earners.
Mauricio Rauld
SEC Attorney
Mauricio is the founder and CEO of Premier Law Group, a premier boutique securities law firm. As a nationally recognized expert on private placements, Mauricio works with elite entrepreneurs who seek to increase and protect their wealth through syndications. Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws. Known for taking complex matters and making them simple to understand, Mauricio is sometimes, jokingly, referred to as one of the few lawyers who actually speaks English.
Craig Cody
CPA
As a Certified Tax Coach™, Craig belongs to a select group of practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies in order to become, as well as remain, certified. With this organization, Craig has co-authored an Amazon best seller, Secrets of a Tax Free Life.
In addition to tax planning, Craig’s practice offers traditional tax services as well as off-site CFO services. Craig’s dedicated and passionate team is able to provide daily guidance and advice to business clients.