Founder, J Pope Tax Consultancy
Jamie is Founder of J Pope Tax Consultancy. A frequent speaker and professional educator for CPA's and A&E Designers with a primary focus on Federal, State and Local utility Energy Tax Incentives, R&D Tax Credits and Engineering-Based Cost Segregation real estate solutions to help companies, property owners and top accounting firms across the country benefit from under-utilized tax benefits to increase cash flow and enhance profitability to maximize opportunities for success.
Senior Solutions Architect, J Pope Tax Consultancy
Kevin brings 32 years of experience in Private Placement Insurance and Income and Estate Tax-Planning for high net worth individuals.
Kevin White joined Addicus in 2019 and serves as Senior Solutions Architect. He specializes in technical support and expertise in regards to private placement life insurance, finance methodology for traditional life insurance, and unique design structure for insurance strategies for closely held corporations, high net-worth individuals and families, and business owners. Kevin designs and implements tax-efficient, comprehensive financial plans for wealth preservation and business succession.
Prior to Addicus, Kevin worked at The Estate Planning Network from 1990 to 2008, where he joined as an employee and was later promoted to President and was named CEO in 1996. During this time, he increased the company’s total revenue from $750,000 to $23 MM as well as expanded a team from 1 to 27 members. During his time at The Estate Planning Network, Kevin began doing weekly estate planning seminars to the general public throughout New York State. He also taught advanced estate and tax planning strategies to attorneys and CPAs throughout the eastern U.S. and provided consulting and underwriting support to estate planning attorneys and insurance and financial professionals for life insurance sales, estate tax design, and estate planning design. Previously he worked for WHISAC Development from 1985 to 1999, an upstate New York real estate development firm as a Partner in charge of overseeing property management.
Kevin has been a speaker at the Yankee Dental Conference and First Financial Resources for several years. He attended Oneonta State University where he received his Bachelor of Science degree in Geology. Kevin also earned a Master of Science Degree in Geology from Boston University. He earned the Certified Financial Planner designation from the American College.
Kevin is passionate about community service. He has donated his time to assisting the Jackson State University Foundation in helping to create multiple endowment funds. He also volunteers with youth programs to mentor on basic investment knowledge.
Kevin resides in Madison, Mississippi, and has three children. In his free time, Kevin enjoys fitness, pursuing a healthy lifestyle, traveling, spending time with pets, history, and languages.
Duration
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Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
97 Ratings
VS
Jan 7th, 2021
Very Interesting. Would like more practical examples.
CK
Jan 7th, 2021
The course was fine with me.
MR
Nov 25th, 2020
great webinar
AB
Jan 9th, 2021
very good
TL
Nov 23rd, 2020
Great job
1 Credit
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