Our Team
Stefan Belhomme - Tax Strategist RTP™, CTS™, CES™
Stefan Belhomme is the founder of Prudent Wealth Strategies, LLC and a graduate of Rollins College in Winter Park, FL. He is a Registered Tax Planner, Certified Tax Specialist, and Certified Estate & Trust Specialists. Since 2006, Stefan has helped countless business owners and investors learn how to use the tax code to their advantage. Most people think that trust and estate planning strategies are only for the super rich. Unfortunately, no matter how big or small your estate is, without the right structures , your assets will alway be exposed to taxes, liabilities, lawsuits, creditors, and probate. Most entrepreneur put off estate planning because it seems complex, confusing, and expensive; but Stefans goal is to make tax mitigation and estate planning relatable and accessible to more investors.
Michelle Nice - Tax Strategist
Michelle Nice is a Tax Strategist at Prudent Wealth Strategies and graduate of Nova Southeastern University, in Fort Lauderdale, FL.
Michelle specializes in helping business owners and investors all over the country achieve their goals by implementing efficient tax strategies that provide iron-clad asset protection and tax benefits.
Growing up the daughter of a small business owner, the exposure to the risks and ups and downs of owning a business, groomed Michelle from an early age on the importance of maximizing a business’s efficiency.
The Tax Reduction CPA™
CPA Certified Public Accountant
CFP® Certified Financial Planner
CTC Certified Tax Coach
CTP Certified Tax Planner
CMA Certified Managerial Accountant
CFM Certified Financial Manager
MSA Masters of Science in Accounting
Scott Fedyshyn, CPA®,CFP®, CTC, CTP, CMA, CFM, MSA
Scott Fedyshyn launched his career as a strategic tax consultant, accounting methods expert, and project manager for the powerhouse firms Price Waterhouse Coopers and Deloitte & Touche, providing tax reduction consulting to some of the largest companies in the world, and ultra-high net worth executives and business owners.
After leaving the firms, Scott went on to work in the tax departments for Electrolux and Duke Energy. At Duke, Scott’s role as a project manager had him overseeing any strategic tax implementations with over $100M in tax impact, coordinate the design, collaboration, and completion of the consolidated return, and implementation of far-reaching repair and maintenance regulations
As a lifelong entrepreneur, starting his first business in grade school, Scott ultimately decided to begin working as a tax reduction consultant. This quickly grew into a meaningful client base, many of whom are still with Scott, nine years after he launched his consulting practice. Since taking the helm, Scott has transitioned the mostly local, compliance-based practice to a strategic tax reduction niche, incorporated holistic financial planning, and expanded the footprint and capability of the firm to provide services across the US and even the globe.
Always a passionate learner, Scott continuously pursued certifications within the finance field to expand his expertise to all areas of wealth management. In addition to the CPA, Scott is a Certified Financial Planner, Certified Tax Coach, Certified Tax Planner, Certified Managerial Accountant, and a Certified Financial Manager. In addition to his personality and presence, Scott brings to the table a deep-dive tax technical background, systems and process integration expertise, and very comprehensive exposure to all things finance and accounting.
Kim Raimondo, Esq - General Counsel
Kimberley Raimondo, Esq. serves as General Counsel. Kimberley has been practicing law since 1998. She is a 1995 graduate of Fairfield University, with a B.A. in English and Politics.
She received Juris Doctorate degree from Pace University School of Law in 1998, where she was the recipient of the Richard J. Daronco Award for Excellence in Litigation. Kimberley joined Belpointe in 2011. She is an experienced litigator, with a specialization in corporate, transactional, and compliance matters.
Jason Carr, Esq - Tax Attorney
Jason has tremendous experience with levies, liens and penalty abatements as a law clerk in the Tax Division of the Department of Justice. He works to achieve significant savings for clients through effective tax planning, defending against assessments, audit defense and pursuing refund claims.
Jason’s education obtained from Georgetown University, Master of Laws (LLM) and Texas A&M University, Doctor of Law (JD) affords him to focus on representing individuals in domestic and foreign tax compliance issues, including reporting foreign assets and defending against various tax penalties.
In addition to advising tax clients, Jason has represented a select number of entrepreneurs, artists, athletes and high net worth individuals with complex business and personal matters. He is also a member of the Texas Bar Association’s Tax Section and published author on tax-related topics.
Edward Lyon, JD - Tax Attorney
Ed has written nearly a dozen books on taxes and tax planning. Ed writes two weekly tax columns for over 100,000 tax professionals and their clients, making him the one of the most widely-read tax strategist in the country. He’s the founder of the Tax Master Network, the Tax Architect AI Software (previously TaxCoach Software), and speaks regularly to audiences of tax professionals and business owners. He’s appeared on over 500 television and radio broadcasts, including CNN, Fox News, MSNBC, and CNBC.
Ed has nearly three decades of experience in the tax and financial services industries, where he focuses on helping business owners take advantage of the tax code’s legal, moral, and ethical strategies to pay less in taxes. He currently serves as Chief Tax Strategist for Financial Gravity Companies, Inc. (OTCQB:FGCO)
Ed Lyon earned his Bachelor’s from Hamilton College and his JD from the University of Cincinnati College of Law, where he served as Executive Editor of the University of Cincinnati Law Review.
Master’s Degree in Accountancy/Taxation
Juris Doctorate
Estate Planning Attorney
Certified Financial Planner (CFP®)
Rick D. Bailey - JD, MAcc, CFP®
Rick Bailey is the Founder and Chairman of Camas and one of the most highly-renowned estate planners in the United States. As a Certified Financial Planner (CFP®) with a Master’s degree in Accountancy/Taxation as well as a Juris Doctorate, Rick Bailey is a highly valuable asset to private clients, CPAs, attorneys, financial advisors, and life insurance professionals for his expertise in advanced estate planning and case design.
His extensive background includes work as an estate planning attorney, financial planner, and both a Regional Marketing Director and Advanced Planner for a major life insurance company. He has authored numerous articles and given many presentations on topics such as business planning, succession planning, income-tax strategies for closely-held businesses, asset protection, buy-sell agreements, and wealth-preservation strategies. His latest book, titled “Orchestrate Your Legacy,” has been well-received by critics.
Kemi Nwagbo - CPA, EA
Kemi Nwagbo brings a breadth of financial related experience to our firm. Kemi is a Certified Public Accountant, but has also taken the extra step to be authorized as an Enrolled Agent. This affords her the privilege of representing clients before the IRS. The “EA” designation is the highest form of credentialing offered by the Internal Revenue Service and is a sign of Kemi’s integrity and desire to assist and represent tax clients at the highest level.
Kemi attended Saint Edward’s University in Austin, Texas, where she earned a Master’s degree in Business Administration (MBA) with a concentration in Accounting.
She brings her advanced technical knowledge of the tax system and uses her skills and experience to help clients with their tax issues, tax planning and ongoing accounting needs.
It’s Kemi’s passion to aid clients in resolving their tax problems in an advantageous and comprehensive manner. She especially enjoys assisting clients to leverage their financial position through effective tax planning.
Rodrick Brock - General Counsel
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Tom Weickgenant - Enrolled Agent
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Joseph Rose CPA
BSBA graduate of the University of Arizona in accounting and licensed certified public accountant in Arizona, Mr. Rose has served the Phoenix and Tucson area for over 24 years. Mr. Rose also assists with the Tucson Affiliate of WOCN, is a certified tax strategist and a certified tax coach. This premier group of certified tax coaches features less than 300 specialists in 50 states who have been awarded this specialized designation.
With a distinguished reputation with the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants, Mr. Rose is an acclaimed advisor for affluent families, business owners, elite professionals and real estate investors helping them save thousands of dollars wasted in taxes and more of their hard-earned money.
Mr. Rose, a native of South Texas, supports local philanthropic organizations and often volunteers his time to charitable causes. When he’s not volunteering or advising, Mr. Rose is writing. He has published three best selling books on reducing your tax burden.
Marcella Osello - CPA, MBA
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Marcella Osello - CPA, MBA
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Mandy Shell - Attorney
Mandy earned her Doctor of Law from Valparaiso University School of Law and later received an MBA from the University of Missouri-Kansas City. Over her illustrious career, Mandy has held a variety of positions ranging from Statistical Analyst to Associate Attorney to Accountant & Business Owner spanning over 15 years.
Mandy has extensive legal and accounting experience with the creation of business entities and tax structures, business valuation, mergers & acquisitions, real estate transactions, business tax credits, PPP, research & development to complex tax structures and strategies.
Greg Rawlings - Accountant
Greg earned his Master of Accountancy (MAcc) from the University of Southern California and has been practicing Accounting for over 35 years. Initially, Greg held a position in the Tax Department of KPMG and later transitioned into the role as Chief Financial Officer of the RWR Group of Companies.
After his tenure with RWR, Greg went into private practice for over 16 years working with Corporations, SMB’s and individual taxpayers. Over his illustrious career, Greg has garnered certain areas of specialization to include entity formation, books and records, income tax compliance, and representation before the Internal Revenue Service and United States Tax Court.
In addition, Greg has extensive experience with tax return amendments, loss carrybacks and federal tax refunds under the CARES Act, the Research and Development Tax Credit, Qualified Opportunity Fund, Qualified Opportunity Zone and Foreign Income Exclusion. AMERICAN INCENTIVE
Deborah Wolfe
Deborah graduated with an accounting degree from the University of Puerto Rico in 2001. During her studies, she began her internship at KPMG and later obtained her CPA in 2004. Deborah spent time as a tax associate and internal / external auditor at KPMG, Grant Thornton, Price Waters Coopers & Tyco.
Deborah has an extensive background in Tax Strategies, Tax Planning & Advisory, Analyzing Complex Financial Data, Accounting Processes, Foreign & Domestic Tax Preparation, the Development of Audit Methodologies and more. Deborah brings over 20 years of accounting experience to American Incentive Advisors.
Dustin Webber - Tax Attorney
Prior to earning his Master of Laws (LLM) from NYU and his Doctor of Law (JD) from the University of Houston Law Center, Dustin served his country as a member of an Army special operations unit during Operation Enduring Freedom, earning numerous awards for selfless service.
Dustin brings that same dedication, selfless service, and tenacity to his tax clients. His experience includes the reformation and restructuring of large multi-national businesses, audit defense, tax litigation matters, negotiating and drafting mergers and acquisition documents, professional service and consulting agreements, shareholder and joint venture agreements.
In addition to his planning experience, Dustin garnered additional knowledge while working in the Office of Chief Counsel at the Internal Revenue Service. Dustin resolves taxpayer issues during IRS examination or collection status, including negotiating pre-assessment modifications, installment agreements, offers in compromise, and requests for collection due process relief.
Dinesh Neelay - Engineer
Mr. Dinesh Neelay comes to us highly qualified with an MBA in business while also obtaining an MS in Electrical Engineering from Purdue University as well as a Bachelor of Engineering from the University of Akron.
With 30+ years of experience in process re-engineering, his expertise is found in LEAN Six Sigma, ADKAR, Facilitation, Balanced Scorecard, Technology Management, Business Modeling, Leadership Coaching, and GE Workout. Mr. Neelay brings proven structure and tools, such as SCAMPER, SIT, TRIZ, JTBD, etc. to deliver goals to increase productivity. Additional experiences include process mapping consulting, business process mapping and project management.
Eugene Halford - Engineer
Eugene Halford is a licensed chemical engineer with over 11 years of professional experience. He graduated from the University of Tennessee with a bachelor’s degree in chemical engineering.
His experience composes of; process design engineering including PFD and P&ID development, laboratory scale test development, process simulation, process optimization, troubleshooting, equipment specification, and waste treatment systems design, as well as production engineering support, procedure development, environmental permitting, and customer liaison duties in the chemicals industry.
Eugene’s resume is a blend of direct chemical process manufacturing as well as consulting and contracting roles to support his client’s needs and responsibilities such as project engineering, project management, process design and more.
Gary D. Heldt, Jr., CPA
Gary D. Heldt, Jr., CPA is the owner of Small Business Advisors in Gambrills, Maryland. He has more than 30 years of experience providing business owners and individual clients with a wide range of accounting and consulting services.
Gary gives back to his community in many ways, including co-founding a charity which assists families of seriously ill children. He enjoys coaching his son Tyler and daughter Madelyn’s sports teams.
RTP™ Certified Tax Planner
CTS™ Certified Tax Strategist
CES™ Certified Estate Planning Specialist
Stefan Belhomme - Tax Strategist RTP™, CTS™, CES™
Stefan Belhomme is the founder of Prudent Wealth Strategies, LLC and a graduate of Rollins College in Winter Park, FL. He is a Registered Tax Planner, Certified Tax Strategist, and Certified Estate Planning Specialists. Since 2006, he has helped countless business owners and investors utilize advanced tax structures and strategies understand the rules of the game so they can play it more efficiently.
Michelle Nice - Tax Strategist
Michelle Nice is a Small Business Strategist at Prudent Wealth Strategies and graduate of Nova Southeastern University, in Fort Lauderdale, FL.
Growing up the daughter of a small business owner, the exposure to the risks and ups and downs of owning a business groomed Michelle from an early age, on the importance of maximizing a business’s efficiency.
Michelle specializes in helping business owners meet their goals. Listening to business owners pain points, needs and goals is key to Michelle’s success in implementing efficient strategies to achieve the greatest possible outcomes.
The Tax Reduction CPA™
CPA Certified Public Accountant
CFP® Certified Financial Planner
CTC Certified Tax Coach
CTP Certified Tax Planner
CMA Certified Managerial Accountant
CFM Certified Financial Manager
MSA Masters of Science in Accounting
Scott Fedyshyn, CPA®,CFP®, CTC, CTP, CMA, CFM, MSA
Scott Fedyshyn launched his career as a strategic tax consultant, accounting methods expert, and project manager for the powerhouse firms Price Waterhouse Coopers and Deloitte & Touche, providing tax reduction consulting to some of the largest companies in the world, and ultra-high net worth executives and business owners.
After leaving the firms, Scott went on to work in the tax departments for Electrolux and Duke Energy. At Duke, Scott’s role as a project manager had him overseeing any strategic tax implementations with over $100M in tax impact, coordinate the design, collaboration, and completion of the consolidated return, and implementation of far-reaching repair and maintenance regulations
As a lifelong entrepreneur, starting his first business in grade school, Scott ultimately decided to begin working as a tax reduction consultant. This quickly grew into a meaningful client base, many of whom are still with Scott, nine years after he launched his consulting practice. Since taking the helm, Scott has transitioned the mostly local, compliance-based practice to a strategic tax reduction niche, incorporated holistic financial planning, and expanded the footprint and capability of the firm to provide services across the US and even the globe.
Always a passionate learner, Scott continuously pursued certifications within the finance field to expand his expertise to all areas of wealth management. In addition to the CPA, Scott is a Certified Financial Planner, Certified Tax Coach, Certified Tax Planner, Certified Managerial Accountant, and a Certified Financial Manager. In addition to his personality and presence, Scott brings to the table a deep-dive tax technical background, systems and process integration expertise, and very comprehensive exposure to all things finance and accounting.
Kim Raimondo, Esq - General Counsel
Kimberley Raimondo, Esq. serves as General Counsel. Kimberley has been practicing law since 1998. She is a 1995 graduate of Fairfield University, with a B.A. in English and Politics.
She received Juris Doctorate degree from Pace University School of Law in 1998, where she was the recipient of the Richard J. Daronco Award for Excellence in Litigation. Kimberley joined Belpointe in 2011. She is an experienced litigator, with a specialization in corporate, transactional, and compliance matters.
Jason Carr, Esq - Tax Attorney
Jason has tremendous experience with levies, liens and penalty abatements as a law clerk in the Tax Division of the Department of Justice. He works to achieve significant savings for clients through effective tax planning, defending against assessments, audit defense and pursuing refund claims.
Jason’s education obtained from Georgetown University, Master of Laws (LLM) and Texas A&M University, Doctor of Law (JD) affords him to focus on representing individuals in domestic and foreign tax compliance issues, including reporting foreign assets and defending against various tax penalties.
In addition to advising tax clients, Jason has represented a select number of entrepreneurs, artists, athletes and high net worth individuals with complex business and personal matters. He is also a member of the Texas Bar Association’s Tax Section and published author on tax-related topics.
Edward Lyon, JD - Tax Attorney
Ed has written nearly a dozen books on taxes and tax planning. Ed writes two weekly tax columns for over 100,000 tax professionals and their clients, making him the one of the most widely-read tax strategist in the country. He’s the founder of the Tax Master Network, the Tax Architect AI Software (previously TaxCoach Software), and speaks regularly to audiences of tax professionals and business owners. He’s appeared on over 500 television and radio broadcasts, including CNN, Fox News, MSNBC, and CNBC.
Ed has nearly three decades of experience in the tax and financial services industries, where he focuses on helping business owners take advantage of the tax code’s legal, moral, and ethical strategies to pay less in taxes. He currently serves as Chief Tax Strategist for Financial Gravity Companies, Inc. (OTCQB:FGCO)
Ed Lyon earned his Bachelor’s from Hamilton College and his JD from the University of Cincinnati College of Law, where he served as Executive Editor of the University of Cincinnati Law Review.
Master’s Degree in Accountancy/Taxation
Juris Doctorate
Estate Planning Attorney
Certified Financial Planner (CFP®)
Rick D. Bailey - JD, MAcc, CFP®
Rick Bailey is the Founder and Chairman of Camas and one of the most highly-renowned estate planners in the United States. As a Certified Financial Planner (CFP®) with a Master’s degree in Accountancy/Taxation as well as a Juris Doctorate, Rick Bailey is a highly valuable asset to private clients, CPAs, attorneys, financial advisors, and life insurance professionals for his expertise in advanced estate planning and case design.
His extensive background includes work as an estate planning attorney, financial planner, and both a Regional Marketing Director and Advanced Planner for a major life insurance company. He has authored numerous articles and given many presentations on topics such as business planning, succession planning, income-tax strategies for closely-held businesses, asset protection, buy-sell agreements, and wealth-preservation strategies. His latest book, titled “Orchestrate Your Legacy,” has been well-received by critics.
Kemi Nwagbo - CPA, EA
Kemi Nwagbo brings a breadth of financial related experience to our firm. Kemi is a Certified Public Accountant, but has also taken the extra step to be authorized as an Enrolled Agent. This affords her the privilege of representing clients before the IRS. The “EA” designation is the highest form of credentialing offered by the Internal Revenue Service and is a sign of Kemi’s integrity and desire to assist and represent tax clients at the highest level.
Kemi attended Saint Edward’s University in Austin, Texas, where she earned a Master’s degree in Business Administration (MBA) with a concentration in Accounting.
She brings her advanced technical knowledge of the tax system and uses her skills and experience to help clients with their tax issues, tax planning and ongoing accounting needs.
It’s Kemi’s passion to aid clients in resolving their tax problems in an advantageous and comprehensive manner. She especially enjoys assisting clients to leverage their financial position through effective tax planning.
Rodrick Brock - General Counsel
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Tom Weickgenant - Enrolled Agent
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Joseph Rose CPA
BSBA graduate of the University of Arizona in accounting and licensed certified public accountant in Arizona, Mr. Rose has served the Phoenix and Tucson area for over 24 years. Mr. Rose also assists with the Tucson Affiliate of WOCN, is a certified tax strategist and a certified tax coach. This premier group of certified tax coaches features less than 300 specialists in 50 states who have been awarded this specialized designation.
With a distinguished reputation with the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants, Mr. Rose is an acclaimed advisor for affluent families, business owners, elite professionals and real estate investors helping them save thousands of dollars wasted in taxes and more of their hard-earned money.
Mr. Rose, a native of South Texas, supports local philanthropic organizations and often volunteers his time to charitable causes. When he’s not volunteering or advising, Mr. Rose is writing. He has published three best selling books on reducing your tax burden.
Marcella Osello - CPA, MBA
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Marcella Osello - CPA, MBA
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Mandy Shell - Attorney
Mandy earned her Doctor of Law from Valparaiso University School of Law and later received an MBA from the University of Missouri-Kansas City. Over her illustrious career, Mandy has held a variety of positions ranging from Statistical Analyst to Associate Attorney to Accountant & Business Owner spanning over 15 years.
Mandy has extensive legal and accounting experience with the creation of business entities and tax structures, business valuation, mergers & acquisitions, real estate transactions, business tax credits, PPP, research & development to complex tax structures and strategies.
Greg Rawlings - Accountant
Greg earned his Master of Accountancy (MAcc) from the University of Southern California and has been practicing Accounting for over 35 years. Initially, Greg held a position in the Tax Department of KPMG and later transitioned into the role as Chief Financial Officer of the RWR Group of Companies.
After his tenure with RWR, Greg went into private practice for over 16 years working with Corporations, SMB’s and individual taxpayers. Over his illustrious career, Greg has garnered certain areas of specialization to include entity formation, books and records, income tax compliance, and representation before the Internal Revenue Service and United States Tax Court.
In addition, Greg has extensive experience with tax return amendments, loss carrybacks and federal tax refunds under the CARES Act, the Research and Development Tax Credit, Qualified Opportunity Fund, Qualified Opportunity Zone and Foreign Income Exclusion. AMERICAN INCENTIVE
Deborah Wolfe
Deborah graduated with an accounting degree from the University of Puerto Rico in 2001. During her studies, she began her internship at KPMG and later obtained her CPA in 2004. Deborah spent time as a tax associate and internal / external auditor at KPMG, Grant Thornton, Price Waters Coopers & Tyco.
Deborah has an extensive background in Tax Strategies, Tax Planning & Advisory, Analyzing Complex Financial Data, Accounting Processes, Foreign & Domestic Tax Preparation, the Development of Audit Methodologies and more. Deborah brings over 20 years of accounting experience to American Incentive Advisors.
Dustin Webber - Tax Attorney
Prior to earning his Master of Laws (LLM) from NYU and his Doctor of Law (JD) from the University of Houston Law Center, Dustin served his country as a member of an Army special operations unit during Operation Enduring Freedom, earning numerous awards for selfless service.
Dustin brings that same dedication, selfless service, and tenacity to his tax clients. His experience includes the reformation and restructuring of large multi-national businesses, audit defense, tax litigation matters, negotiating and drafting mergers and acquisition documents, professional service and consulting agreements, shareholder and joint venture agreements.
In addition to his planning experience, Dustin garnered additional knowledge while working in the Office of Chief Counsel at the Internal Revenue Service. Dustin resolves taxpayer issues during IRS examination or collection status, including negotiating pre-assessment modifications, installment agreements, offers in compromise, and requests for collection due process relief.
Dinesh Neelay - Engineer
Mr. Dinesh Neelay comes to us highly qualified with an MBA in business while also obtaining an MS in Electrical Engineering from Purdue University as well as a Bachelor of Engineering from the University of Akron.
With 30+ years of experience in process re-engineering, his expertise is found in LEAN Six Sigma, ADKAR, Facilitation, Balanced Scorecard, Technology Management, Business Modeling, Leadership Coaching, and GE Workout. Mr. Neelay brings proven structure and tools, such as SCAMPER, SIT, TRIZ, JTBD, etc. to deliver goals to increase productivity. Additional experiences include process mapping consulting, business process mapping and project management.
Eugene Halford - Engineer
Eugene Halford is a licensed chemical engineer with over 11 years of professional experience. He graduated from the University of Tennessee with a bachelor’s degree in chemical engineering.
His experience composes of; process design engineering including PFD and P&ID development, laboratory scale test development, process simulation, process optimization, troubleshooting, equipment specification, and waste treatment systems design, as well as production engineering support, procedure development, environmental permitting, and customer liaison duties in the chemicals industry.
Eugene’s resume is a blend of direct chemical process manufacturing as well as consulting and contracting roles to support his client’s needs and responsibilities such as project engineering, project management, process design and more.
Gary D. Heldt, Jr., CPA
Gary D. Heldt, Jr., CPA is the owner of Small Business Advisors in Gambrills, Maryland. He has more than 30 years of experience providing business owners and individual clients with a wide range of accounting and consulting services.
Gary gives back to his community in many ways, including co-founding a charity which assists families of seriously ill children. He enjoys coaching his son Tyler and daughter Madelyn’s sports teams.
RTP™ Certified Tax Planner
CTS™ Certified Tax Strategist
CES™ Certified Estate Planning Specialist
Stefan Belhomme - Tax Strategist RTP™, CTS™, CES™
Stefan Belhomme is the founder of Prudent Wealth Strategies, LLC and a graduate of Rollins College in Winter Park, FL. He is a Registered Tax Planner, Certified Tax Strategist, and Certified Estate Planning Specialists. Since 2006, he has helped countless business owners and investors utilize advanced tax structures and strategies understand the rules of the game so they can play it more efficiently.
Michelle Nice - Tax Strategist
Michelle Nice is a Small Business Strategist at Prudent Wealth Strategies and graduate of Nova Southeastern University, in Fort Lauderdale, FL.
Growing up the daughter of a small business owner, the exposure to the risks and ups and downs of owning a business groomed Michelle from an early age, on the importance of maximizing a business’s efficiency.
Michelle specializes in helping business owners meet their goals. Listening to business owners pain points, needs and goals is key to Michelle’s success in implementing efficient strategies to achieve the greatest possible outcomes.
The Tax Reduction CPA™
CPA Certified Public Accountant
CFP® Certified Financial Planner
CTC Certified Tax Coach
CTP Certified Tax Planner
CMA Certified Managerial Accountant
CFM Certified Financial Manager
MSA Masters of Science in Accounting
Scott Fedyshyn, CPA®,CFP®, CTC, CTP, CMA, CFM, MSA
Scott Fedyshyn launched his career as a strategic tax consultant, accounting methods expert, and project manager for the powerhouse firms Price Waterhouse Coopers and Deloitte & Touche, providing tax reduction consulting to some of the largest companies in the world, and ultra-high net worth executives and business owners.
After leaving the firms, Scott went on to work in the tax departments for Electrolux and Duke Energy. At Duke, Scott’s role as a project manager had him overseeing any strategic tax implementations with over $100M in tax impact, coordinate the design, collaboration, and completion of the consolidated return, and implementation of far-reaching repair and maintenance regulations
As a lifelong entrepreneur, starting his first business in grade school, Scott ultimately decided to begin working as a tax reduction consultant. This quickly grew into a meaningful client base, many of whom are still with Scott, nine years after he launched his consulting practice. Since taking the helm, Scott has transitioned the mostly local, compliance-based practice to a strategic tax reduction niche, incorporated holistic financial planning, and expanded the footprint and capability of the firm to provide services across the US and even the globe.
Always a passionate learner, Scott continuously pursued certifications within the finance field to expand his expertise to all areas of wealth management. In addition to the CPA, Scott is a Certified Financial Planner, Certified Tax Coach, Certified Tax Planner, Certified Managerial Accountant, and a Certified Financial Manager. In addition to his personality and presence, Scott brings to the table a deep-dive tax technical background, systems and process integration expertise, and very comprehensive exposure to all things finance and accounting.
Kim Raimondo, Esq - General Counsel
Kimberley Raimondo, Esq. serves as General Counsel. Kimberley has been practicing law since 1998. She is a 1995 graduate of Fairfield University, with a B.A. in English and Politics.
She received Juris Doctorate degree from Pace University School of Law in 1998, where she was the recipient of the Richard J. Daronco Award for Excellence in Litigation. Kimberley joined Belpointe in 2011. She is an experienced litigator, with a specialization in corporate, transactional, and compliance matters.
Jason Carr, Esq - Tax Attorney
Jason has tremendous experience with levies, liens and penalty abatements as a law clerk in the Tax Division of the Department of Justice. He works to achieve significant savings for clients through effective tax planning, defending against assessments, audit defense and pursuing refund claims.
Jason’s education obtained from Georgetown University, Master of Laws (LLM) and Texas A&M University, Doctor of Law (JD) affords him to focus on representing individuals in domestic and foreign tax compliance issues, including reporting foreign assets and defending against various tax penalties.
In addition to advising tax clients, Jason has represented a select number of entrepreneurs, artists, athletes and high net worth individuals with complex business and personal matters. He is also a member of the Texas Bar Association’s Tax Section and published author on tax-related topics.
Edward Lyon, JD - Tax Attorney
Ed has written nearly a dozen books on taxes and tax planning. Ed writes two weekly tax columns for over 100,000 tax professionals and their clients, making him the one of the most widely-read tax strategist in the country. He’s the founder of the Tax Master Network, the Tax Architect AI Software (previously TaxCoach Software), and speaks regularly to audiences of tax professionals and business owners. He’s appeared on over 500 television and radio broadcasts, including CNN, Fox News, MSNBC, and CNBC.
Ed has nearly three decades of experience in the tax and financial services industries, where he focuses on helping business owners take advantage of the tax code’s legal, moral, and ethical strategies to pay less in taxes. He currently serves as Chief Tax Strategist for Financial Gravity Companies, Inc. (OTCQB:FGCO)
Ed Lyon earned his Bachelor’s from Hamilton College and his JD from the University of Cincinnati College of Law, where he served as Executive Editor of the University of Cincinnati Law Review.
Master’s Degree in Accountancy/Taxation
Juris Doctorate
Estate Planning Attorney
Certified Financial Planner (CFP®)
Rick D. Bailey - JD, MAcc, CFP®
Rick Bailey is the Founder and Chairman of Camas and one of the most highly-renowned estate planners in the United States. As a Certified Financial Planner (CFP®) with a Master’s degree in Accountancy/Taxation as well as a Juris Doctorate, Rick Bailey is a highly valuable asset to private clients, CPAs, attorneys, financial advisors, and life insurance professionals for his expertise in advanced estate planning and case design.
His extensive background includes work as an estate planning attorney, financial planner, and both a Regional Marketing Director and Advanced Planner for a major life insurance company. He has authored numerous articles and given many presentations on topics such as business planning, succession planning, income-tax strategies for closely-held businesses, asset protection, buy-sell agreements, and wealth-preservation strategies. His latest book, titled “Orchestrate Your Legacy,” has been well-received by critics.
Kemi Nwagbo - CPA, EA
Kemi Nwagbo brings a breadth of financial related experience to our firm. Kemi is a Certified Public Accountant, but has also taken the extra step to be authorized as an Enrolled Agent. This affords her the privilege of representing clients before the IRS. The “EA” designation is the highest form of credentialing offered by the Internal Revenue Service and is a sign of Kemi’s integrity and desire to assist and represent tax clients at the highest level.
Kemi attended Saint Edward’s University in Austin, Texas, where she earned a Master’s degree in Business Administration (MBA) with a concentration in Accounting.
She brings her advanced technical knowledge of the tax system and uses her skills and experience to help clients with their tax issues, tax planning and ongoing accounting needs.
It’s Kemi’s passion to aid clients in resolving their tax problems in an advantageous and comprehensive manner. She especially enjoys assisting clients to leverage their financial position through effective tax planning.
Rodrick Brock - General Counsel
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Tom Weickgenant - Enrolled Agent
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Joseph Rose CPA
BSBA graduate of the University of Arizona in accounting and licensed certified public accountant in Arizona, Mr. Rose has served the Phoenix and Tucson area for over 24 years. Mr. Rose also assists with the Tucson Affiliate of WOCN, is a certified tax strategist and a certified tax coach. This premier group of certified tax coaches features less than 300 specialists in 50 states who have been awarded this specialized designation.
With a distinguished reputation with the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants, Mr. Rose is an acclaimed advisor for affluent families, business owners, elite professionals and real estate investors helping them save thousands of dollars wasted in taxes and more of their hard-earned money.
Mr. Rose, a native of South Texas, supports local philanthropic organizations and often volunteers his time to charitable causes. When he’s not volunteering or advising, Mr. Rose is writing. He has published three best selling books on reducing your tax burden.
Marcella Osello - CPA, MBA
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Marcella Osello - CPA, MBA
Marcella Osello, CPA earned her MBA in accounting from Fordham University. Marcela has worked in the accounting field for over 10 years while spending nearly seven at Ernst & Young.
During her tenure at the “Big 4”, Marcela aided in the research and compilation of documentation for R&D tax credits and other tax incentives. Additional experiences include consulting and compliance services along with defending tax benefit claims before the IRS.
Mandy Shell - Attorney
Mandy earned her Doctor of Law from Valparaiso University School of Law and later received an MBA from the University of Missouri-Kansas City. Over her illustrious career, Mandy has held a variety of positions ranging from Statistical Analyst to Associate Attorney to Accountant & Business Owner spanning over 15 years.
Mandy has extensive legal and accounting experience with the creation of business entities and tax structures, business valuation, mergers & acquisitions, real estate transactions, business tax credits, PPP, research & development to complex tax structures and strategies.
Greg Rawlings - Accountant
Greg earned his Master of Accountancy (MAcc) from the University of Southern California and has been practicing Accounting for over 35 years. Initially, Greg held a position in the Tax Department of KPMG and later transitioned into the role as Chief Financial Officer of the RWR Group of Companies.
After his tenure with RWR, Greg went into private practice for over 16 years working with Corporations, SMB’s and individual taxpayers. Over his illustrious career, Greg has garnered certain areas of specialization to include entity formation, books and records, income tax compliance, and representation before the Internal Revenue Service and United States Tax Court.
In addition, Greg has extensive experience with tax return amendments, loss carrybacks and federal tax refunds under the CARES Act, the Research and Development Tax Credit, Qualified Opportunity Fund, Qualified Opportunity Zone and Foreign Income Exclusion. AMERICAN INCENTIVE
Deborah Wolfe
Deborah graduated with an accounting degree from the University of Puerto Rico in 2001. During her studies, she began her internship at KPMG and later obtained her CPA in 2004. Deborah spent time as a tax associate and internal / external auditor at KPMG, Grant Thornton, Price Waters Coopers & Tyco.
Deborah has an extensive background in Tax Strategies, Tax Planning & Advisory, Analyzing Complex Financial Data, Accounting Processes, Foreign & Domestic Tax Preparation, the Development of Audit Methodologies and more. Deborah brings over 20 years of accounting experience to American Incentive Advisors.
Dustin Webber - Tax Attorney
Prior to earning his Master of Laws (LLM) from NYU and his Doctor of Law (JD) from the University of Houston Law Center, Dustin served his country as a member of an Army special operations unit during Operation Enduring Freedom, earning numerous awards for selfless service.
Dustin brings that same dedication, selfless service, and tenacity to his tax clients. His experience includes the reformation and restructuring of large multi-national businesses, audit defense, tax litigation matters, negotiating and drafting mergers and acquisition documents, professional service and consulting agreements, shareholder and joint venture agreements.
In addition to his planning experience, Dustin garnered additional knowledge while working in the Office of Chief Counsel at the Internal Revenue Service. Dustin resolves taxpayer issues during IRS examination or collection status, including negotiating pre-assessment modifications, installment agreements, offers in compromise, and requests for collection due process relief.
Dinesh Neelay - Engineer
Mr. Dinesh Neelay comes to us highly qualified with an MBA in business while also obtaining an MS in Electrical Engineering from Purdue University as well as a Bachelor of Engineering from the University of Akron.
With 30+ years of experience in process re-engineering, his expertise is found in LEAN Six Sigma, ADKAR, Facilitation, Balanced Scorecard, Technology Management, Business Modeling, Leadership Coaching, and GE Workout. Mr. Neelay brings proven structure and tools, such as SCAMPER, SIT, TRIZ, JTBD, etc. to deliver goals to increase productivity. Additional experiences include process mapping consulting, business process mapping and project management.
Eugene Halford - Engineer
Eugene Halford is a licensed chemical engineer with over 11 years of professional experience. He graduated from the University of Tennessee with a bachelor’s degree in chemical engineering.
His experience composes of; process design engineering including PFD and P&ID development, laboratory scale test development, process simulation, process optimization, troubleshooting, equipment specification, and waste treatment systems design, as well as production engineering support, procedure development, environmental permitting, and customer liaison duties in the chemicals industry.
Eugene’s resume is a blend of direct chemical process manufacturing as well as consulting and contracting roles to support his client’s needs and responsibilities such as project engineering, project management, process design and more.
Gary D. Heldt, Jr., CPA
Gary D. Heldt, Jr., CPA is the owner of Small Business Advisors in Gambrills, Maryland. He has more than 30 years of experience providing business owners and individual clients with a wide range of accounting and consulting services.
Gary gives back to his community in many ways, including co-founding a charity which assists families of seriously ill children. He enjoys coaching his son Tyler and daughter Madelyn’s sports teams.
Team members are not employees of Prudent Wealth Strategies, LLC
©2024 Prudent Wealth Strategies LLC. All Rights Reserved.
©2024 Prudent Wealth Strategies LLC. All Rights Reserved.
