Linking Knowledge with Power
The Linked team strives to bring critical knowledge to your executive leaders, empowering you and your team to meet your goals.
Mission: To help you keep more of your money through personal, business and estate tax mitigation strategies and simplify your financial life.
Managing Partner
In 2021, the U.S. Congress has proposed or passed hundreds of pages of new tax laws. Our clients don’t need to know what they all are because we already do.
The Linked team is recruited from amongst the best in their fields. Our clients benefit from zero employee turnover at our firm allowing you to build deep, long-lasting relationships with us where knowledge shared is built upon each year.