San Antonio, TX
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Our Team Of Financial Experts

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Tim Berry
Tim BerryAsset Protection Attorney
Prior to graduating, Tim was selected Outstanding Graduating Student by his College’s Economics faculty; he holds a BA in Economics from Fresno State, a JD from Seattle University and was formerly licensed as a commodities and stock broker. Tim has appeared in articles in Morningstar, CPA Magazine, Personal Real Estate Investor and other journals to name a few. He has helped hundreds of people to self direct their retirement plans and reduce their unnecessary tax erosion.

Tim has also provided continuing education to hundreds of professionals, including, The Arizona Society of CPAs, Arizona Society of EAs, and was selected as “The Best” of the annual “Retreat” for the Financial Planners Association.

Currently he is involved in a number of ground breaking court cases regarding whether retirement assets are safe in bankruptcy and correcting multi-billion dollar errors made by financial institutions. Tim is happily married to his wife Brandee, and has 3 children, 3 dogs, 1 cat, and Marvin the fish.

Bernie Gartland
Bernie GartlandTax and IRS Attorney, Former Deputy Attorney General for the State of Delaware
A frequent lecturer and consultant for enrolled agents, attorneys, C.P.A.’s and tax organizations such as the Inland Society of Tax Consultants and the California Association Of Independent Accountants on subjects such as offer in compromise I.R.S. practice and procedure, tax problem solving, tax bankruptcy, community property laws of California and how they relate to the collection of taxes by the I.R.S.

North Carolina Central University

  • Juris Doctorate Degree, Graduated Cum Laude – Received Three Scholarships, Awarded highest achievement in family law from

Deputy Attorney General for the State of Delaware

  • Was responsible for criminal trial prosecution
  • Appointed Chief Liaison Officer for the Attorney General’s Office to four separate police agencies.

Sole Practitioner

  • San Diego, California. Developed a tax law firm
  • Specializing in tax problem solving and tax preparation.
  • First Attorney in Southern California to discover that taxes could be controlled and/or eliminated in special tax bankruptcies.

Internal Revenue Service Select Forum

  • Was asked by the Internal Revenue Service to prepare an up-to-date all inclusive manual on federal tax liens

BAR ADMISSIONS

  • State Bar of Delaware – 1973
  • State Bar of California – 1984

COURTS

  • Admitted to practice before all state courts in Delaware and California.
  • Admitted to the Federal District Court, Federal Bankruptcy Court, U.S. Tax Court
Mike McCormick
Mike McCormickHR, Accounting, Financial Services, and Technology Expert
As a professional Mike has hands-on experience using highly specialized tax planning strategies that will help you stop wasting money. His various professional designations demonstrate his dedication to continuous improvement and his desire to help clients avoid paying more taxes than they’re required to pay.

Mike’s broad knowledge of management, HR, accounting, financial services, and technology make him a unique and valuable resource for you. His tax services go far beyond form preparation and compliance services, to the creation and implementation of a plan designed to increase cash flow and profit by minimizing your tax liabilities. He can be counted on to help ensure your long-term business and financial success.

In June 2010 Mike published his first book, The Entrepreneur’s Guide to Forming a Business Entity, an informative resource designed to help business owners make what may be their most important business decision. He has received positive comments on the book from many, including several attorneys.

He is frequently sought-out to speak on tax planning issues. He has led seminars for groups such as the Greater Cincinnati Real Estate Investors Association, Comey & Shepherd (fka Remax Unlimited), the Cincinnati Business Resource Group, The Tri-State Business Network (TBN), Ameriprise Financial Services and Legal Shield.

In his personal life as well as in business, Mike has achieved an admirable balance of daring initiative and grounded professional acumen. In years past, he was a promoter and participant in what are now known as extreme sports. He was a competitor and showman and performed for as many as 10,000 spectators at his largest event .

 


 

Jeffery Morrison
Jeffery MorrisonReal Estate Attorney
Mr. Morrison is an attorney licensed to practice law in Texas and Washington State. He concentrates his practice in real estate, real estate loan documentation, title insurance, business entity formation, estate planning and probate. Mr. Morrison is a licensed title insurance escrow agent and operates a fee office of Reunion Title, a title agent operating in the Dallas Fort Worth area. Mr. Morrison has significant experience in closing commercial and residential real estate transactions and drafting loan documents and title curative documents to facilitate real estate closings.

Mr. Morrison is a graduate of the University of Texas in Arlington, Bachelor of Arts in Political Science, and a graduate of the University Of Puget Sound School Of Law.

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