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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

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"Great customer service”

Great customer service. Classes are pertinent. Great value

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Justin Baker

4.8 / 5

Advanced Estate and Tax Planning
Entity Structure Efficiencies
Closely Held Business Governance
Generational Wealth & Succession Planning

Justin Baker has a depth and breadth of experience in helping high net wealth clients and their families navigate complex problems related to closely-held business governance, continuity, and succession planning, advanced estate planning to ensure a responsible transfer of generational wealth, and planning for families with loved ones who have special needs. He is the first person you’ll speak to, and that’s for a reason. Justin has built a reputation in Houston as someone who can translate complicated legal matters into plain language for clients and deliver comprehensive solutions to acute financial, tax, and business challenges when time matters.

Justin lives in Cypress, TX, with his wife, Jennifer, and two sons, Lawson and Bennett. Prior to becoming an attorney, Justin served as an infantry officer in the Army with the 101st Airborne Division. He continues to serve in the Army Reserve as a Colonel and a faculty instructor at the U.S. Army War College.