Webinar Series: tax strategies within opportunity zones

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Since the late 1990s, Kirk’s combination of expertise in taxation, estate planning, law, personal finance, and investments has helped him become an elite comprehensive wealth manager, catering to the needs of high net worth individuals and families, including many prominent entrepreneurs, top level executives and venture capitalists in the technology sector. Prior to founding GPWM, Kirk started Eagle Financial Advisors, a fee-only registered investment advisor, in 2002. Prior to founding his own firm, Kirk was a partner with the Ayco Company (now a Goldman Sachs Company) and is an active member of the Idaho and California state bars. Kirk graduated in 1994 from Brigham Young University, majoring in Classical Studies, and earned his J.D., magna cum laude, from Pepperdine University School of Law.

Serving the needs of prominent high net worth families and individuals for over two decades, Philip has developed a reputation as a creative and deeply analytical wealth manager. Philip’s contrarian style, attention to detail, and acumen with investments with an emphasis on real estate and private equity have helped him become an elite wealth manager. Prior to founding GPWM, Philip launched Noble Asset Management in 2002 as an independent wealth management firm. His career in financial services industry began in 1998 with Fidelity Investments. He has also worked for Morgan Stanley and Merrill Lynch.

Gleason is founder and president of Money Metals Exchange, a national precious metals investment company and news service with over 750,000 readers and 400,000 customers. He launched the company while president of a national newsletter publishing company dedicated to helping subscribers protect their freedoms, assets, and privacy.

Gleason also leads marketing, publishing, and real estate holding companies -- as well as legislative projects involving sound money and the precious metals industry.  Previously, Gleason served as Vice President of the National Right to Work Legal Defense Foundation in Springfield, Virginia. Gleason is a graduate of the University of Florida with a BA degree in Political Science.

Gleason has frequently appeared on national television shows and networks such as CNN, CNBC, Fox New, Christian Broadcasting Network, and C-SPAN's Washington Journal. He has frequently been interviewed on national radio shows such as the Lars Larson Show, Michael Reagan Show, G. Gordon Liddy Show, and Ken Hamblin Show.  Gleason's analysis and commentary have appeared in The Wall Street Journal, TheStreet.com, Seeking Alpha, Investing.com, Newsweek, and National Review, among thousands of other national, state, and local newspapers, wire services, and Internet sites.