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    Tag: Tax Planning

    Dawn Hryshko: Strategic Growth Architect and Tax Expert with Over 30 Years of Impact

    I’m Dawn Hryshko, a CPA, MT, and CEPA with over 30 years of experience helping businesses grow, thrive, and transition with clarity and confidence. As Founder and CEO of Orsa Consulting, I partner with business owners to deliver strategic financial guidance, exit planning, and tax solutions that drive long-term success. My background spans Big 8 public accounting, leadership in a \$23B real estate enterprise, and years of boutique advisory work—always with a personal touch and a focus on turning numbers into meaningful business stories.

    Fred B. Rook, CPA: Building Trust Through Numbers, Strategy, and Integrity

    Over the past 30+ years, I’ve had the privilege of working in public accounting and financial advisory roles that span industries and client needs—from healthcare and real estate to startups and professional services. I’m proud of the relationships I’ve built, the teams I’ve led, and the strategies I’ve helped design and implement. As I look to bring my experience to advisory and board-level roles, I wanted to share a deeper look at my journey. Here is my biography.

    Rodney Metzger: Seasoned Tax Leader Driving Efficiency, Strategy, and Results

    Rodney Metzger is a highly accomplished tax executive with over four decades of leadership experience driving operational efficiency, strategic tax planning, and organizational excellence across domestic and international landscapes. Known for his strong character, technical expertise, and strategic foresight, Rodney has consistently delivered measurable results through process improvements, tax savings initiatives, and team development. With a Master of Science in Taxation from Walsh College and a Bachelor of Business Administration from the University of Michigan, Rodney has led tax functions at major corporations while maintaining a personal commitment to mentorship and collaboration. Now offering his expertise on a part-time or seasonal basis, he remains a trusted advisor for organizations seeking a seasoned professional to navigate complex tax challenges with integrity and precision.

    Remona (Mona) Nordsell, CPA, CGMA | CEO | Fractional CFO | Strategic Business Advisor

    Remona (Mona) Nordsell, CPA, CGMA, is a seasoned financial executive and strategic advisor with over 40 years of experience helping small and mid-sized businesses turn complexity into clarity. As CEO of Pathways 2 Abundance Inc., Mona offers fractional CFO services, tax expertise, and actionable guidance grounded in integrity, financial insight, and a deep commitment to her clients' success. Known for her approachable style and results-driven mindset, she partners with business owners to realign with their goals and build sustainable, thriving enterprises.

    Susan M. Carlson: Transforming Institutions with Purpose, Precision and People-Centered Leadership

    I’m excited to share my journey as the President and Owner of Right Side Up Solutions, LLC! With over 30 years of experience as a Certified Public Accountant, my mission is to help businesses and individuals overcome tax challenges and create financial stability. At Right Side Up Solutions, I specialize in tax resolution and financial strategy, making complex IRS issues manageable so my clients can focus on growing their businesses. I truly believe that "We Work Together to Create Miracles," and it’s been incredibly rewarding to help clients significantly reduce their tax liabilities and reclaim peace of mind. Let’s connect and explore how we can achieve your financial goals together!

    Laurence B. Turell: Pioneering Financial Strategist Empowering Business Owners

    Larry Turell is a seasoned financial strategist dedicated to helping business owners optimize employee benefits, protect personal assets, and achieve long-term financial stability. With over 30 years of experience, he specializes in restructuring benefits programs, implementing tax-efficient strategies, and enhancing employee retention through customized financial solutions. As a Financial Representative at National Financial Network and President of Customized Consulting Services, Larry has built a reputation for providing clear, strategic guidance that empowers business owners to focus on their passion while strengthening their financial foundation. His expertise, combined with a strong background in communication, allows him to simplify complex financial concepts, making him a trusted advisor for businesses looking to create sustainable growth and financial wellness for their teams.

    Stephen J. Lidd, CPA: Visionary Financial Architect and Strategic Advisor

    Stephen J. Lidd, CPA, is a seasoned financial strategist with over 45 years of expertise in personal finance, corporate strategy, and business development. With credentials that include a CPA license, FINRA Series 66 and Series 7 certifications, and an MBA in Finance from the University of Chicago, Stephen has played pivotal roles in driving success for organizations ranging from startups to Fortune 500 companies. His career highlights include leading competitive assessments and M&A strategies at Verizon, managing venture capital investments at Sprint Nextel, and creating tailored financial plans for high-net-worth clients at LPL Financial An international thought leader, Stephen has delivered workshops and presentations while working across markets in Europe, Puerto Rico, and the U.S. Virgin Islands. Guided by his mission of “helping families in personal finance,” Stephen’s forward-thinking approach and commitment to excellence make him an invaluable asset to any organization.

    Paul G. Neiffer: “The Farm CPA” – Helping Businesses and Farms Thrive Through Strategic Guidance and Financial Expertise

    Excited to share my professional biography! With 40+ years of experience in farm taxation, accounting, and strategic consulting, I’m committed to helping businesses and farms thrive in a competitive landscape.

    Steve McCann: Retired Assurance Partner, RSM US LLP

    Steve McCann is a seasoned executive with over 45 years of experience in accounting, business transition, and strategic planning. Throughout his career at RSM US LLP, Steve demonstrated an unwavering commitment to helping family-owned and closely held businesses navigate complex transitions, particularly as owners approached retirement. With expertise in financial statement auditing, regulatory compliance, mergers and acquisitions, and tax planning, Steve has consistently provided clients with thoughtful, tailored solutions that align their personal and business objectives. His deep knowledge of US GAAP, financial analysis, and business strategy, combined with his strong leadership skills, allows him to deliver results and offer invaluable guidance to organizations facing critical business decisions.

    Dustin Metcalf: President and Founder of Four C Financial

    Dustin Metcalf is the President and Founder of Four C Financial, a client-centered financial advisory firm he established with the goal of empowering individuals to take control of their financial futures. With nearly 15 years of experience in the financial industry, including over a decade at the largest bank in the U.S., Dustin has built a reputation for offering personalized retirement income planning, tax-smart investment strategies, and comprehensive financial education. By leveraging cutting-edge technology and partnering with top industry money managers, he provides clients with customized solutions that reduce costs and maximize long-term wealth. Dustin’s commitment to transparency, integrity, and effective communication ensures that his clients fully understand their investments, allowing them to focus on achieving their long-term financial goals.