Yesterday, I had a wonderful experience to share with readers of TaxConnections Blogs. As I was sitting there at my desk a call comes in from a man who has just won tens of millions of dollars in a State Lottery jackpot. He was excited to the moon and back and wanted to find a tax advisor to counsel him how to handle all the wealth he was in the process of receiving from the State Lottery. For the record, he came to www.taxconnections to search for an Advisor as he had not made any determination yet on whether he would take the prize in one lump sum or payments over multiple years.
For obvious reasons, protecting his privacy is our number one consideration so I will obviously not release his name or state nor exact amount of prize. Since I have never won a lottery myself, I am curious how this all works, and he may very well share his private experience with me so that I may share this with all of you. Perhaps, being in the backseat will bring you joy and hope of what wonderful things can happen for you. The reason I am even talking about this story is that it brings great personal joy to me knowing that a site we have worked so hard to build is making important life-changing connections for people.
Over the years, as we have spent millions of dollars and thousands of hours building this wonderful platform and connecting tax professionals and companies; connecting tax professionals and taxpayers; connecting taxpayers with tax advisors in tax accounting firms; and boutique tax law practices with taxpayers; and now we are helping small to medium size tax practices sell their practices to buyers (we are building a team of trusted and vetted Advisors on our M&A Transaction Advisory Services team). Contact me if interested to be an Advisor selected to our M&A Team to receive referrals. Every one of these encounters has to do with the connections we make for tax professionals and advisors and technology on transactions. TaxConnections is a proven Jackpot Winner connector platform.
Allow me to be perfectly candid about connections, behind the scenes, we have made for tax professionals on our platform. There have been quite a few we know about and likely many connections we do not know about. Examples of connections include some who follow my personal blogs may have heard previously: 1. A Greek CEO who owns multiple commercial property buildings in downtown New York; 2. A CEO from Australia who needed a US Tax Advisor to structure more than 100+ Coffee franchises in the United States; 3. A Japan CEO who had a manufacturing plant in Colorado; 4. A Businessman in Thailand who needed help on real estate transactions in Florida (multiple sales of homes); 5) A very wealthy man who needed an Advisor to help him move a huge pension from the United Kingdom to South Africa (we still have not identified a law firm in South Africa to refer); and the list goes on and on.
Now on the other hand, we have referred out business to tax advisors who are sincere, caring and amazing to work with; and we have tax professionals we have spent hours tracking down and referring clients trying to find them through our site as they joined us through Alpha/Beta testing stage. They may be up but past clients cannot reach them until their TaxConnections Professional Profile page is updated. If you cannot access your professional profile page this is what is happening. Your past clients are trying to find you on www.taxconnections.com and your previous clients call us for your updated information. Your profiles have not been updated and old clients are trying to locate you now. Remember, your previous clients must pay LinkedIn to see your contact information; and they typically refuse to pay the LinkedIn fee to see your contact information. What happens is they contact TaxConnections for your contact information. We really do this anymore due to time and expense. In the past, we would spend an hour researching to find each advisor and ask you to update your TaxConnections Profile so we could forward your new contact information to your years past clients. In all honesty, we have had several people we have done the research to find them and made the connection to the clients for them. We have amazing tax professionals on our platform who are supportive, responsive, kind, caring, and always sharing time and expertise.
View our list of top connections we have made for organizations wanting the most technically and interpersonally gifted tax professionals around the world:
https://www.taxconnections.com/tax-executive-search-services
Marrying people and companies is an art of matching cultures, communication styles, personalities, ethics, integrity, intelligence, and caring people in the same orbit. We really care about the introductions we make and know how to identify extraordinary talent by their professionalism, words and actions. I had a client who told me years ago. “ Kitty,(my nickname), Every time I deal with you; I feel like I have won the Lottery!”
This particular client retained me more than a dozen times over two decades; all the tax professionals I found over a twenty-year period, were still in his tax organization when he retired. Laughter, creativity and caring were a huge part of the culture he created with his tax organization.
Know this…when you work with me and the rest of our team… We care! We survive by making great connections for you and your organization. If you want to win the LOTTO, you accomplish this by assembling the right people and team. The reasons you will want to work with our team are as follows:
- Internationally recognized, retained executive search services for multinational corporations, public accounting firms, and law firms
- Introductions of sellers and buyers of small to medium size accounting firms; and
- Provide brand building and education services that support and prepare accounting firm owners to buy/sell/merge an accounting practice.
Start Here If You Really Want To Work With Us:
https://www.taxconnections.com/membership/sign-up
Call my cell number 858.232.4415 any day of the week for a private consultation or (text first is always good) OR email kat@taxconnections.com. We will raise your online visibility and make great connections for you!
Supporting the TaxConnections platform, brings you into a universe working together orbit! Working together makes us all much stronger in creating cross-selling opportunities!
We will ask the Jackpot Winner if he will share what he has learned anonymously. Stay tuned….we shall see if he is willing to share this information. Maybe he will let the Tax Advisor share his tax savings strategy. I will ask and we shall see what happens:)
Want to read a great article on winning the lottery? Read this post from one of our members:https://www.taxconnections.com/taxblog/tax-strategies-for-lottery-winners-may-surprise-you
Kat Jennings, TaxConnections, CEO and Founder and Advisory Team provides three areas of services: 1) Internationally recognized, retained executive search services for multinational corporations, public accounting firms, and law firms; 2) Introductions of sellers to buyers of small and medium size accounting firms; and 3) Provide brand building and education services that support and prepare accounting firm owners to buy/sell an accounting practice. We focus on educating the journey to sell a practice and how to increase firm revenue prior to any sale. Our program ensures you start years prior to a sale by learning what is expected of you during the selling process, and introducing firm Partners to cross selling opportunities that are easy to implement and reduce your workload at the same time. We introduce you to value added connections to smartly grow revenue in your accounting practice.
Kat Jennings has been retained by organizations worldwide to locate tax professionals with highly specialized tax knowledge and expertise. She has a thorough understanding of the tax business community, with a proven record of stellar performances matching professionals with organizations. Bringing two parties together to work successfully is the art of understanding personalities, cultural fit, expectations by both parties, flexible or inflexible work environments, understanding what drives and motivates each party, and revolves around the personality and ethics of each executive team.
Kat is a widely recognized expert in high level, tax executive search, as well as connecting buyers and sellers of accounting firms. TaxConnections provides and educates small to medium size accounting firms owners and Partners how to prepare and sell their firms so they can build a succession plan for their retirement. With larger firms seeking to acquire smaller accounting practices, there is a real need to help firm owners prepare to be acquired. Most firm owners are unaware they are not ready to sell when they decide to retire. TaxConnections educates firm owners’ what they need to do years in advance of selling an accounting firm practice.
Senior tax executives expect the utmost privacy when being introduced to multinational organizations about a new tax opportunity under consideration. Having said that, companies searching for a new head of tax expecting tax executive candidates to submit their resume through a resume portal, will never see a full slate of outstanding tax executives available due to a candidates’ desire for greater privacy. This is why privacy focused Uber Tax Recruiters consistently outperform in-house recruiters on tax executive searches.
We offer our clients a Performance Retainer Agreement arrangement so their HR department can still recruit and compete with the tax candidates we present on Head of Tax searches. The client pays us a partial fee upfront, and if they find a candidate they deem better than we introduce to them, we forfeit the final fee. Most of the time, they love and prefer our private introductions to tax executive candidates better than what they source through their own resume portals.
When we represent selling/buying small to medium-sized firms, firm owners/partners also demand greater privacy when considering the sale of their practice. TaxConnections provides a safe place to discuss their business needs, elevate their practices’ online reputation, and increase revenue through new streams of business development by outsourcing work and partnering with other firms. Over three decades, we have worked tirelessly to build relationships between firm owners most organizations rarely have access to in the world of tax. There are numerous possibilities you may never have considered previously to bolster the value of your practice and service offerings.
As a globally recognized consultant to multinational organizations, accounting firms, and law firms searching for tax expertise, Kat has been retained by public accounting firms, law firms, and corporations worldwide including Apple Computer, AC Neilson, Accenture, Agilent Technologies, Allergan, Alza, American Express, American Media, Aon, Baker & McKenzie, Barclays Bank, Bechtel, Cargill, Carl Zieuss Vision, Century Aluminum, Chevron, Clorox, Citigroup, Commercials Metals, Constellation Energy, Countrywide, Del Monte, Deloitte Touche, DFS, DLA Piper, E&J Gallo Winery, Electronic Arts, Ernst &Young, Fox Entertainment, Fremont Investments, General Electric,General Motors, Herbalife, Hewlett Packard, Hyatt, Intel, Jones Lang LaSalle, Kimco Realty, KLA Tencor, Koch Industries, KPMG, Levi Strauss, Liberty Mutual, LKQ, Loews, Logitech, Lucas Film, Maersk, McKesson, Nalco, Newell Rubbermaid, Nissan, Oracle, Orbitax, Pacific Gas & Electric, PwC, QAD, SAIC, SanDisk, Sanmina, Sempra Energy, SONY, Synopsys, Ticketmaster, Trimble Navigation, Toyota, Univar, Wal-Mart, Wells Fargo, Vertex, Yahoo, Xilinx, and many more not listed here.
Contact Kat at 858,999.0053 Office/858.232.4415 Cell or kat@taxconnections.com to request a private consultation regarding the sale of your practice, adding top talent to your organization, or merging your practice with another firm owner with a book of business. The possibilities are endless; if you have a dream of a new vision for your professional life; we will scout opportunities throughout the market to make it happen.
