Tax Roadmap, LLC

We are a Tax Advisory and Resolution Firm that specializes in helping individuals and businesses solve their tax debt problems with the IRS and State tax agencies. We Believe there is a solution to every problem. Our Commitment is to steadfastly represent our clients before the IRS and State tax agencies, and obtain the best possible tax solution so that our clients can get relief and move forward with their lives. Our Tax Attorneys and CPAs also advise clients on the tax implications of their business transactions.

Cantwell Associates

Cantwell Associates offers a unique solution to a common problem experienced by many middle market businesses -- the need for an experienced financial professional who can provide strategic advice, as well as assist with the implementation of mutually agreed upon recommendations.

Capital Family Office

Capital Family Office (CFO) is the ultra-high-net-worth division of Capital Investment Advisors. We emerged organically in response to those seeking dedicated family office services. We aim to deliver highly personalized guidance to affluent individuals and families seeking to simplify complicated lives. A Family Office provides end-to-end solutions for managing the complicated financial and investment obligations required of affluent individuals or families. Its primary wealth management focus is on multi-generational goals and values, ranging in scope from investments to succession planning to wealth transfer to philanthropic giving. A Family Office also facilitates the day-to-day financial affairs of a family, including administration, bookkeeping, and reporting. Managing the unique financial needs of high-wealth families can be complicated. We simplify it. Our advisors design modern, personalized portfolios that integrate diversified private-led investments and unify the governance of all your assets. In other words, we know you’ve worked hard to get where you are, and we aim to give you the peace of mind to enjoy it. It is our privilege to serve as the principal representative for families seeking to harmonize these objectives, and we do so with the same humility and family-oriented values that Capital Investment Advisors has delivered to over 4,000 families since 1996. At Capital Family Office, our clients matter to us. In that capacity, we are Advisors. Investors. Problem Solvers. Empathizers. Teammates. Friends. Family. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/

Infinite Giving

Infinite Giving works with nonprofits to help them raise, manage, and conservatively invest their funds. We help nonprofits: ➪ Launch their donation pages on their websites to include cash, stock, crypto, DAF grants, and endowments all in one place. ➪ Manage their cash reserves and treasuries with up to $5M in FDIC coverage. ➪ Invest their portfolios for endowments and growth. We are modernizing how nonprofits raise and manage money.

Southeast Regional Center, LLC

Southeast Regional Center (SRC) matches foreign investors with domestic auto manufacturing projects under the EB-5 Immigrant Investor Program. In 2010, SRC was designated by the United States Citizenship and Immigration Services (USCIS) as an EB-5 Regional Center. Through the EB-5 program, SRC‘s projects stimulate the economy while offering eligible foreign investors the chance to secure legitimate, permanent residency in the United States. SRC is an independent third party that procures investors, raises funds for auto manufacturing companies, and ensures compliance with EB-5 policies. SRC represents the interests of foreign investors and negotiates loan terms with American companies. To date, SRC has obtained $54.5 million in foreign capital through five EB-5 funds . SRC now has completed the full circle from initial capital investment, conditional green card approval, unconditional green card approval and return of original capital, earning the center a 100% success rate. SRC works closely with Ajin-Wooshin USA, an auto manufacturer and exclusive supplier for Hyundai and Kia.