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 As a member of Elite Resource Team, I have access to national team of specialists who share their expertise to better serve clients. We believe this team approach adds a broader perspective to all we do and provides increased benefits to our clients.

With this team of professionals we can help individuals and businesses address:

  • Tax strategies to achieve the lowest bracket
  • Tax deductions and credits
  • Tax free income
  • Recognizing business risk and self-insuring with tax benefits
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Legacy planning issues
  • Risk management

They can also can answer your questions, including:

  • Do I pay too much in taxes per the IRS code?
  • Business risk and insuring with tax benefits?
  • Can I have tax free income for life?
  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound Legacy strategy?
  • Do I have enough life insurance for my family?

The experienced professionals have helped many businesses and individuals just like you with similar issues and concerns. We specialize in creating an approach that is designed to address business and individual situation. This is a holistic and proactive approach to complete family and business wealth.

(818) 718-1040 Fax (818) 718-1041
Gene Wechsler, CPA
Cindy Thompson, EA
Adam Jones, CPA
Attended Pace University in New York from 1977 through 1981. Graduated in
1981 with a B.B.A. in Accounting and an M.B.A. in Business Administration.
Began public accounting career with Arthur Andersen & Co. in the Roseland, NJ
office in 1981. After moving to California in 1982, worked for a few local
accounting firms before joining the firm of Bloomfield, Sonnabend and Yagan in
1989. Became a partner in the firm in 1991. Firm name was changed to
Bloomfield, Slocum & Wechsler in 1993.
In 1996, the Bloomfield and Wechsler portions of the firm were merged into
American Express Tax and Business Services. In 1997, left American Express
and organized Wechsler Accountancy Corporation. Grew the firm quickly and
steadily before selling to two of the firm’s partners in 2008.
In 2010, Wechsler Accountancy Corporation was reincorporated as a brand new
firm. The present firm has now been in existence for just over 7 years and is a
full-service CPA practice, specializing in income tax matters for individuals,
trusts, estates and businesses in a wide variety of industries. In addition to all
standard tax preparation services, the firm regularly engages in advanced tax
planning and consulting for high net worth and high income individuals and
businesses. The initial base of around 20 clients has grown to over 500, solely
through referrals and new client development, fueled by a plain English, common
sense, creative, forward-looking approach to all client tax and financial matters.
Certified Public Accountant – Passed all parts of Uniform CPA Exam in May
1981. California licensed granted January 1984.

Alex Bellini, Aurora Capital          
Premium Finance

Mr. Bellini is a consultant for ACA, helping run one of the most successful premium finance platforms in the industry. In addition, Alex has founded and continues to be active in two software companies since the mid 2000s and has studied at both the undergraduate and graduate levels at the University of San Diego. He is a chair member of the FPA San Diego, a CA DOI educator, and a CFP Board CE educator, teaching courses on Retaining Capital Through Premium Financing and Removing the Greed from Premium Financing - A Fee-Only Approach.

Cary Potter, Oracle Capital       
Business Valuation

Mr. Potter has performed financial analyses and valuation opinions regarding business entities, options, profit interests, derivatives, and intangible assets for over 20 years. He serves as a Managing Director for Oracle Capital and spent the last eight years at KPMG as a specialist to valuation clients and audit teams in Southern California, Boston, Chicago, Las Vegas, Silicon Valley, Germany, and the United Kingdom.

David Wolf, CLTC Wolf & Associates        
Long Term Care

Mr. Wolf is the president and owner of Wolf & Associates. Wolf & Associates has specialized solely in Long-Term Care Planning since 1988. David’s expertise in Long-Term Care Insurance planning with business owners and executives has gained him national recognition in his field. He has been quoted numerous times by the Wall Street Journal, Barron's, and others. His depth of knowledge in creative tax applications for these products has made him a recognized leader and speaker. His practice niche is offering turn-key Long-Term Care Insurance planning solutions to advisors who wish to offer their clients the highest level of service and expertise.

Dominique Molina, CPA, CTC – President, American Institute of Certified Tax Coaches             

Ms. Molina is the co-founder and President of the American Institute of Certified Tax Coaches (CTC). Dominique has successfully licensed more than 400 tax professionals as Certified Tax Coaches across the country, creating a national network of highly qualified professionals who provide proactive services for their clients. She is also a three time Amazon Best Selling author, discussion leader for the AICPA, and instructor for continuing professional education courses.

Donald S. Feldman, CExP™, CPA, CVA, ABV, MBA.     

Donald S. Feldman is the founder of Keystone Business Transitions, LLC, a firm based in Lancaster, PA devoted to exit and succession planning for business owners. He has been a CPA for 25 years and a valuation professional for 20 years. For the last 15 years, Don’s practice has focused exclusively on succession and exit planning for business owners, including transfers of business interests to family members and key employees, as well as sales to outsiders. Don has been awarded the designation Certified Exit Planner™ by the Business Enterprise Institute. Don holds a joint M.S. in Accounting / M.B.A. degree from Northeastern University.

Joel Grushkin, Cost Segregation Initiatives (CSI)        
Cost Segregation

Mr. Grushkin is Regional Director of Cost Segregation Initiatives (CSI). Joel brings nearly 40 years of executive experience to the CSI organization. His background includes 11 years with Arthur Young & Company (now Ernst & Young) as a Principal and director of the firm’s Management Services Practice. His cost segregation experience has encompassed studies for developers and owners of commercial real estate, including but not limited to, office buildings, shopping centers, manufacturing and distribution centers, specialty medical facilities, automotive dealerships, hotels, restaurants, financial institutions, multi-family residential, and senior living communities.

Keith Langlands, CPA, Synergy Captives       
Captive Insurance Companies

Mr. Langlands is President and Managing Partner of Synergy Captive Strategies (SCS). Founded in 2008, SCS provides captive insurance formation, management, and alternative risk transfer strategies for middle market companies, which allows them the ability to reduce insurance costs, increase cash flow, and better leverage every dollar earned. With more than 25 years of experience in the financial sector, Mr. Langlands is a leading expert in the captive arena. His proficiency as a CPA, servicing high net worth clients while providing strategic advice regarding accumulating and protecting wealth, reducing insurance costs, improving cash flow, controlling risks, and managing tax liability is the foundation for his full time transition into Captive Management.

Kenneth Marblestone, Esq., MandMarblestone Group      
Qualified Retirement Plans

Mr. Marblestone is highly respected among colleagues and clients for his extensive knowledge of employee benefits. He is a sought after speaker who has presented to a wide array of distinguished groups, including the New York University of Taxation, the Tax Executives Institute, the New York State Bar Association, and the Pennsylvania Bar Institute. Ken has contributed articles to many professional publications, including the Journal of Pension Planning and Compliance, Taxation for Accountants, and Taxation for Lawyers. His thorough competence and integrity have earned him a peer review AV® rating from Martindale-Hubbell®, the highest rating awarded for legal ability and professional ethics.

Martin Staubus, Esq., Beyster Institute                       
Employee Stock Ownership Plans (ESOPs)

Mr. Staubus is the executive director of the Beyster Institute, part of the Rady School of Management at UC San Diego, where he advises business leaders on the design and operation of employee stock ownership programs to build stronger companies and provide liquidity to owners. Martin has 30 years of experience in business, having served in varied roles as an attorney, consultant, Labor Department policy advisor, corporate executive, and corporate director. He has served as Associate Director of the ESOP Association in Washington DC and as a director of the National Center for Employee Ownership.

Peter K. Fisher, Inland Securities Corporation     
1031 Exchange and REITs

Mr. Fisher joined Inland in 2005 as a regional sales representative. He was promoted to Vice President in 2006 and to First Vice President in 2009. Inland and its affiliates have sponsored 671 programs including six nonlisted real estate investment trusts (REITs), 655 private LPs, LLCs, and DSTs, and 10 public LPs. As of June 30, 2014, Inland had raised more than $20 billion from investment product sales to over 480,000. Also, as of June 30, 2014, Inland owned properties in 49 states and managed assets with a book value exceeding $16.1 billion. He holds Series 7 and 63 licenses with the Financial Industry Regulatory Authority (FINRA).

Sean Henrie, LUTCF, Business Planning Group, Non      
Qualified Retirement Plans

Mr. Henrie is a Partner at Business Planning Group. Sean holds the LUTCF designation from the American College. The LUTCF designation combines essential product knowledge with the skills financial professionals must have to advise individuals and businesses effectively on their insurance and planning needs. Sean has over 13 years of experience working closely with many CPAs, attorneys, and many business owners in the areas of Qualified Retirement Plans, Non-Qualified Fringe Benefits, and Business planning. Additionally, Sean is nationally accredited by the National Association of State Boards of Accountancy to provide CPA training and credits on the retirement and tax advantages of IRC Section 79 Permanent Life Insurance.