by Sam Sourav | May 25, 2022
Becky is the Senior Director of Business Development at Source Advisors. For over 16 years, Becky has successfully established a client list ranging from Individual property owners all the way to Fortune 500 companies. Combining experience in Finance and Real Estate...
by Sam Sourav | May 24, 2022
Karen is a recognized expert in tax treatment of fixed assets for commercial real estate and tax incentives for energy efficient real estate, who has worked in public accounting and private industry for more than 25 years. As a CPA with a with a Masters in Taxation...
by Sam Sourav | May 25, 2022
Randy Thompson builds on Source Advisor’s excellent reputation in the Southeast region with a focus on Florida. Working closely with CPA firms, developers, investors and asset/portfolio managers, he assists his clients in increasing cash flow using Cost Segregation...
by Sam Sourav | May 24, 2022
Bill educates and consults with CPA firms and business of all sizes to be a value-added resource. He coordinates R&D tax credit, Cost Segregation and 179D estimates and proposals for business that range in size from Fortune 500 to family businesses. Bill...
by Sam Sourav | May 25, 2022
Michael Warady, CFP is a Regional Director at Source Advisors who has helped clients secure over $360 million in increased cash flow through incentive strategies such as the Research & Development Tax Credit, Inventory Tax Planning Strategies (LIFO), Cost...
