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Jerry Lotz

Jerry Lotz

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  • 4.1 / 5

Results oriented Senior Sales Professional with extensive experience in the healthcare industry and recent concentrations in tax planning, cost reduction, energy and media. Driven to network and create partnerships that put more money into the business owners' pockets. Proven abilities as a leader, mentor and coach with an impeccable reputation for consistently exceeding customer expectations. Strong work ethic and relationship building skills with a passion for developing innovative methods to achieve company goals and contribute to the bottom line.

Specialties: Tax Planning, Cost Segregation, Tangible Property Regulations, Commercial, Multi-Family and Residential Rental Property, Energy Savings, LED Lighting, Solar, Cost Reduction, Media, Advertising, Marketing, Consultation Selling, Key Account Management, Team Building, Healthcare, DME, Pharmacy, Customer Service, Customer & Employee Training, Sales Presentations, Market Penetration

Cost segregation & cost reduction for accountants | CPE Podcast
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Cost Segregation & Cost Reduction for Accountants
  • CPA (US)
  • CFE
  • CMA
  • Accountant/Bookkeeper/Tax Professionals
  • 4.1
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