Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $700 MM+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.

With over 30 years of experience, Mr. Estill specializes in advising business owners with the complexities of the business and tax law issues that they may encounter. Mr. Estill is a frequent national radio and television guest lecturer, instructor, and seminar speaker at various events and colleges across the country. He was a former senior trial attorney for the IRS. He has counseled thousands on tax techniques and is nationally recognized as one of the top tax advisors in the country. Scott’s book “Tax This! An Insider’s Guide to Standing Up to the IRS” was recognized by the Wall Street Journal as one of the five top tax books for taxpayers to own in their library.

Scott Royal Smith is a real estate investor and asset protection attorney.  Scott became an entrepreneur while still in law school, purchasing and running an auto mechanic shop, to pay his way through school.  After graduating, Scott begin his law career as a high-stakes corporate litigator. He spent the last 10 years of his career analyzing real estate investment and asset protection.

Today, Scott is the Founder and CEO of Royal Legal Solutions. A firm he built to offer tax, business and legal strategies to clients all over the U.S and Canada.    He continues to educate the public on asset protecting strategies to help circumvent debilitating lawsuits for his clients.

Louisa Havers is an internationally renowned Master Transformational Coach, Creator of The Helix Method, Master Akashic Records teacher (Soul Journeys® Method), and Business Mentor. She enables high achievers and coaches to unlock their superpowers, turbo-charge soul-aligned magnetism, and "lift the ceiling" in both their lives and businesses. 

It’s a journey Louisa knows works as she’s personally undertaken it. Years spent leading change in the highly pressurized and stressful social services sector, led to shingles and chronic fatigue, compelling her to break free from the corporate matrix of overwork. It was the first step to creating her own life of freedom and dream business income. Louisa enables clients across the globe to activate quantum leaps to success in their own journey to fulfillment, self-love, and a six / seven-figure income. Louisa’s mission is to help 1 million souls to thrive as they live their life’s purpose.  

Scott Carson is a highly sought-after guest and host of the popular podcast, the Note Closers Show.  An active entrepreneur, he is an expert in real estate investing, marketing, and podcasting.  He speaks regularly at different events and industry conventions focused on real estate, marketing, and podcasting. He also helps thousands of investors and entrepreneurs each year create wealth through his debt buying classes, podcasts and coaching.  A regular podcast guest, he was recently named the #4 Entrepreneur to Follow in 2002 by US News Reporter Magazine.  An avid sports fan, he spends his free time traveling, gardening, and making memories.  He calls Austin, Texas home.

Dave Foster, Founder and CEO of The 1031 Investor.  Dave is a degreed accountant and serial real estate investor who is a qualified intermediary and consultant for tax saving strategies such as the 1031 exchange and the section 121 homestead exemption. Dave started fix and flipping in the 90s and realized that about 40% of his profits were going directly to the IRS. Dave tells us about the updated rules and regulations around using the1031 exchange to legally compound your tax interest that will stay with you instead of going straight to the government. Dave breaks down exactly how to use the 1031 exchange in layman’s terms. He explains to us how he moved his way from Denver, CO to Tampa, FL over 10 years using the section 121 homestead exemption, so that he and his family could move onto a boat (which was a huge dream of his). Tune in to listen to how Dave raised 4 boys on his boat while investing in properties with the 1031 exchange.

Tamar Hermes is a full-time Real Estate Investor and founder of Wealth Building Concierge guiding women to become financially free through Real Estate Investing.  While building successful businesses in the retail and entertainment industries, she started to build her portfolio in the Los Angeles area with no proper training or knowledge.  Once she realized how possible it was for every woman to build assets over seven figures through investing, she started to teach others to do the same. Tamar has coached hundreds of women across the country to invest in Real Estate and scale their portfolios and mindsets and has appeared on many notable podcasts including Bigger Pockets and Cash Flow Ninja.

Kevin brings both an entrepreneurial spirit and a CPA’s financial acumen to each client situation. The innovative solutions he brings to clients are rooted in strong financial returns.

Kevin is the author of Tax Credits Are Sexy: What Every Organization Needs To Know About The Employee Retention Credit. You can read or listen to this here.

Professionally, Kevin has been a practicing CPA for over 35 years. He serves clients across the country via his virtual CPA firm. He specializes in the difficult— specifically turning around dire financial situations with unique financing, tax mitigation, and business planning solutions.

As an entrepreneur, Kevin has started and sold multiple businesses. He started a Bed & Breakfast in Connecticut that became one of the top grossing small B&Bs in New England and was featured on CNN. Kevin profitably sold that business before his last relocation to Tucson AZ, where he wisely went virtual with his CPA and funding business.

Kevin’s awards include Money Magazine’s “People to Watch” and Hartford Business Journal’s “40 Under 40.” Kevin has volunteered with Make Way for Books and the Tucson Rotary and has lent his expertise as treasurer to numerous non-profit organizations.

Anthony Faso and Cameron Christiansen are founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. A proud U.S. Army veteran and self-described “recovering” CPA, Anthony has worked at the world’s largest accounting firm and served as CFO of a chain of restaurants. However, after the 2008 recession, he realized that the solution to financial freedom would never be found in the latest Wall Street-created financial product. As he was discovering what his path to financial independence would look like, he was also teaching and coaching individuals and business owners about money and investing. 

Having been a small business owner for eight years, Cameron was frustrated with investment solutions proposed by traditional financial advisors. This frustration is what led him to discover infinite banking and real estate investing. After advising others for over a decade, Cameron now brings his expertise in passive income generation and cash flow analysis to his partnership with Anthony. As followers of the principals of Robert Kiyosaki, the author of Rich Dad, Poor Dad, Anthony and Cameron help their clients to be financially independent. Not just in dollars, but also in sense. They educate clients on making sound financial decisions and coach them on investing in assets that have certainty, control and collateral. Infinite Wealth clients are not subject to the roller coaster of the stock market.

Lindsay Davis serves as the CEO of Spartan Invest and its property management company, Atlas Rental Property. With Lindsay’s leadership, Spartan Invest has ranked on the Inc. 5000's Fastest-Growing Companies in the country for 8 consecutive years since 2014. She is a millennial entrepreneur and has played an integral role in creating five brands and four companies, generating a combined revenue of almost $50 million. She was listed as one of the Decade's Top 40 Under 40 in Birmingham, Alabama, and has been named Woman of the Year, Female Executive of the Year, and CEO of the Year by various journals and organizations. 

On top of her impressive list of professional accomplishments, Davis is a mother to three beautiful children and is inspirational as an executive leader and as a devoted pillar of her family. Davis has achieved an impressive balance of personal and professional endeavors, accomplishing so much so early in her career.