The ever-evolving risk landscape demands proactive business protection. Captive insurance programs, or 831(b) plans, continue to offer a unique solution for mitigating emerging risks and achieving tax efficiencies. But as with any financial strategy, choosing the right captive manager is essential. This article explores ten essential questions you should ask a potential captive 831(b) manager:...
Admit it, you do not spend enough time preparing for retirement. Hopefully you are not like some people thinking that you are going to win the lottery and that is how you will retire. Well, whatever the case. This Definitive Guide to Retirement: A Five Step (Easy) Guide will at least offer some clues on...
Feelings of dread and the tax season seem to go hand in hand. Will this be the year you’re forced to deal with an unexpected, huge tax bill? Preparing ahead of time for filing your income taxes can reduce your stress. Likely though you are putting in an extension as April 15th is right around the...
Berkeley Heights, NJ
With over 30 years of commercial real estate lending experience, Paul has structured, underwritten and closed various transactions across the country. During his career, which began as a formally credit trained underwriter, he has held positions ranging from underwriter to Head of Commercial Lending in the tri-state area. Deals that he’s worked on include CRE, commercial construction, C&I loans as well as asset based lending. Paul’s experience, knowledge and analytical skills help his clients find the best and most financially attractive solution to all of their borrowing needs.
Managing Director – Seniors’ Housing and Health Care Finance
Toledo, OH
Bryan E. Hickman established his career in seniors housing and health care real estate. Bryan has investment and asset management experience in real estate across the U.S., Canada, and the U.K. In addition to his corporate roles, Bryan is an instructor at Bowling Green State University. Additionally, Bryan serves as a board member for his high school alma mater and a local non-profit. Bryan achieved a BA from Case Western Reserve University and a MBA from the University of Michigan.
CPA
Columbus, GA
Patrick Smith, CPA, leads the tax/accounting consulting unit and has over 10 years of experience specializing in working with small business owners in such fields as real estate, technology, and media. His expertise in tax optimization and strategic financial planning has helped numerous entrepreneurs significantly increase revenue and streamline their accounting processes.
San Francisco, CA
Ben is in the IntelliFin unit where he bridges the gap between technology and finances for clients helping them to better their entrepreneurial lives. He provides both sophisticated and easy-to-understand consultancy for clients based in the US and internationally. Ben hails from Germany where he is a musical producer and performer under the name Hypanda.
Managing Director
Ithaca, NY
Aaron has been in the tax and accounting field for over 20 years. He is a managing director of the IntelliFin unit which uses sophisticated strategies to deploy intelligent/financial (or IntelliFin) decisions. His specific area of specialization is in consulting with entrepreneurs who utilize real estate for building generational wealth while helping offices with tax and accounting services. He is a Dave Matthews Band follower.
Managing Director
New York City, NY
As a senior risk and credit relationship banker, Tasvir (Tas) Hasan has managed a $40 billion loan portfolio, which grew 20% during his tenure at JP MorganChase & Co. He has also held roles as a sales strategy advisor and controls leader overseeing the payments transaction banking salesforce, which facilitated trillions of dollars in daily money movements.
Seattle, WA
R. Kenner French is a former small business contributor at Forbes.com, published three books, and has been an executive at Vast-related entities since 2006. He is a frequent keynote speaker and also travels everywhere seeing Dave Matthews Band shows. He is a Board member.
Seattle, WA
Jake is currently an intern in the commercial property finance department. He is a northwest native who has a keen interest for finance and is excited to learn.
In Memoriam
Kellen French was a vibrant and rising star at VastSolutionsGroup.com. With a spirit fueled by innovation and a passion for helping entrepreneurs, Kellen played a pivotal role in shaping our approach to commercial property finance. His unique blend of intelligence, charisma, and dedication left an indelible mark on our company and clients.
Beyond his professional achievements, Kellen’s zest for life was contagious. An avid lover of sports, music, and the great outdoors, he brought joy and laughter to all who knew him. Kellen’s deep bond with his family, especially his brother Braden, whom he helped raise, was a testament to his loving nature. Though his time with us was cut short, Kellen’s legacy endures in every life he touched and through the innovative practices he helped develop. “He will always be remembered as an integral part of the VastSolutionsGroup.com family.”
Reno, NV
Michael is a proponent of entrepreneurship and looking to help other business owners grow and achieve new levels of success. He loves connecting with entrepreneurs to discuss how they launched their business and what goals they have to expand. He has a desire to help entrepreneurs overcome obstacles and introduce them to resources to positively impact their bottom line. In his free time he loves watching sports, listening to music, and spending time with family.
Irvine, CA
Having over 24 years of experience in the mortgage industry has allowed me to help thousands of homeowners across the country purchase and refinance their homes with ease! As the Retail President & Sr. Executive Loan Consultant . I have been able to provide financing options for many homeowners who have been turned away in the past due to negative equity, the inability to make a traditional down payment, or high debt-to-income Shaun Lallani has a wide portfolio of purchase and refinance products such as, Conventional, Jumbo, VA, FHA, FHA 203(k), USDA, HARP, Reverse Mortgages and Home Equity Lines of Credit. Our extensive list of products, in house underwriting and loan processing has given my team the ability to close loans quickly, sometimes in as little as two weeks!
Managing Director
New York City, NY
Multi-faceted real estate executive with wide ranging experience in all aspects of acquisitions, capital raising & asset management & investor relations. Well versed in value creation for owners and investors. Excels at developing strong working relationships with family offices, partners, stakeholders, investors, bankers, brokers and owners.
25+ years of hands on relationship building, FP&A, due diligence and operations; Multifamily, Industrial, mixed-use, student housing, affordable housing including LIHTC & Section 8.
Los Angeles, CA
Entrepreneur & Marketing Consultant Dhaval is an entrepreneur, speaker and advisor. He helps companies improve their revenue and accelerate their content marketing efforts. Dhaval has also worked with celebrity brands from Hollywood to Bollywood.
Laguna, PH
Mona, a Virtual Assistant specializing in Social Media Management, excels in seamlessly blending creative content curation with a strong affinity for analytics. Her unique combination of creativity and analytical prowess makes her an invaluable asset for enhancing online presence and driving measurable results.
Laguna, PH
Manilyn is not just your average Virtual Assistant. With a decade of wrangling admin tasks, softwares, apps, and social media strategies, she’s the secret weapon that optimize your workflows and ignites your online presence. Watch your business thrive under her digital command.
Albuquerque, NM
Well-qualified and results-oriented Banking Professional with over 18 years of successful experience in positions of increasing responsibility and duties. Top-performer with track record of consistently meeting and exceeding sales goals and customer expectations. Skilled at educating customers on banking products and recommending best options that meet their short-term and long-term needs.
Boise, ID
Ed brings more than 20 years of risk mitigation experience to the entrepreneurial landscape. The Idaho native also has extensive experience in tax matters relating to such strategies as 831(b) and re-insurance pool captives. Ed enjoys spending time outdoors and is often found helping colleagues and friends pursue their own outdoor adventures.
Founding Partner, in Memoriam
Gary was a pioneer in financial services in the Pacific Northwest and started what has now become the company that is today’s VastSolutionsGroup.com. Gary was married to his beloved Brenda for 55 years.
Columbus, GA
Laura Hood is an accomplished operations/project coordinator with an extensive background in tax, bookkeeping, investments, and actuarial endeavors. She has helped small CPA start ups to large professional advisory firms to great success. The Georgia native enjoys reading, seasonal decorating, camping with her husband, and planning girls’ trips with her sisters and friends.
San Diego, CA
Jackson Sincerbeaux is a visionary leader with a sharp eye for investment potential. As Founder & Owner of AvantGarde Estates, he thrives on transforming real estate dreams into reality, wielding expertise in HBU analysis, negotiation, and strategic management.
Tampa, FL
A seasoned mortgage strategist, Mr. Harvey boasts a proven track record of exceeding profitability and growing business volumes. His keen understanding of the industry ensures he tailors solutions that achieve both financial success and borrower satisfaction
Orlando, FL
Mr. George is a veteran of the United States Army and has been a licensed Realtor for over two decades. During that time, he has been recognized as the number one agent in units sold for Keller Williams worldwide for 2 years.
Orlando, FL
Coming from the trenches of real estate investing, Kevin understands your financing pain points. Let him leverage his insider knowledge and vast network to secure the perfect loan for your next deal.
Syracuse, NY
Jacquie is an experienced Bookkeeper with more than 10 years of experience in the accounting field. She has performed many Bookkeeping clean-up jobs to help businesses stay on track with their accounting.
Houston, TX
With a career spanning 19+ years of corporate banking excellence, most of Burak successes have been in business development where he have had the opportunity to drive syndicated deals, M&A and project financings, start-ups, and distressed asset negotiations.
Dallas, TX
Deborah, our Lead Financial Analyst, has 30+ years experience in the bookkeeping field, along with management and administration. Customer service is always a priority.
Denver, Colorado
Seasoned financier Thomas, with 15+ years under his belt, unlocks your ideal loan. Real estate, working capital, or investments – he navigates hundreds of lenders and programs to fuel your business growth.
Dallas, TX
Chastin is an entrepreneur who has not only transformed his trajectory in the real estate realm since 2014 but he’s also ignited a path for others to follow. He is now going to completely revolutionize the commercial property finance world!
Satellite Beach, FL
Chris is an expert at building large teams in the real estate space. He is a key resource in scaling the commercial property finance practice into a nationwide enterprise. He loves hanging out in the clouds – as a private pilot.
San Diego, CA
Christopher Sams is a certified public accountant licensed in the state of California. He specializes in finding creative tax strategies for businesses of all sizes.
London, UK
Nick is an experienced “techie” who heads up services for international citizens outside the borders of the US. The London-based Brit has been in senior positions with global giants such as Goldman Sachs and Barclays.
New Braunfels, TX
Marco I. Sanchez is a licensed attorney in the states of Texas and Nevada. After earning his J.D. from the University of Akron School of Law in 2004, he practiced with a mid-sized firm in Las Vegas before starting the Law Office of Marco Sanchez, P.C. with offices in Texas.
Lanham, MD
Myles Jackson, an Airforce veteran, is an accomplished entrepreneur and business professional with a passion for innovation and strategic growth. He is widely recognized for his expertise in developing and executing comprehensive strategies that align with market trends and customer needs.
Chino Hills, CA
Mr. Martin is a senior consultant with the company and is uniquely suited to working with entrepreneurs looking to obtain financing for their business and commercial property. He has been working with business owners for over 20 years.
