Scott Mallernee
Financial Estate Designer
Scott is a part of a financial services team primarily for successful business owners, professionals, and executives. We’ve developed and refined a process that puts every piece of the financial puzzle together and engages every service provider so our clients always have the complete picture. A true connector, Scott is a savvy financial estate designer keen on reducing or eliminating heavy tax burdens through holistic planning, wealth management, and facilitation of liquidity events.
Is Your Accountant in Bed with Uncle Sam? Develop a Lifetime Tax Plan Focusing on Your Family Wealth, Not Just Your Business
Learn Why Most Accountants Work for Uncle Sam’s Agenda and How to Create a Long-Term Tax Strategy to Maximize Your Wealth
Many accountants operate within the IRS's comfort zone, focusing on compliance rather than advocating for their clients' financial futures. This session is designed to expose the hidden conflicts of interest in traditional accounting and equip you with the tools to take charge of your tax planning. Learn how to spot the signs of an accountant who’s too cozy with Uncle Sam and, more importantly, how to build a lifetime tax plan that prioritizes your wealth, plays the long game, and minimizes unnecessary taxes