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Our Ask The Expert section lets you ask questions of experts in the fields posted below. We've provided a brief intro for each expert on this page, plus a biography and a list of his or her products and services on the "See Expert's Bio" page.

Great for your accounting and practice management needs, simply click the "Ask A Question" link next to your desired Expert, as listed in the following expert areas:



Available Expert Areas:

Mortgage / Loan Officer Training
David Bush
MyMortgageCommunity

David Bush is an author, speaker, entrepreneur, coach and consultant to business owners and other successful professionals across the nation.

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Dave Hershman
OriginationPro

Dave Hershman has written seven books, including two best sellers for the Mortgage Bankers Association of America, and has delivered speeches to thousands of loan officers, real estate agents, managers, and operations personnel. And he doesn't just theorize. And FYI, he personally closed over 550 loans in his first 18 months on the street!

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Dave Hershman
OriginationPro

Dave Hershman has written seven books, including two best sellers for the Mortgage Bankers Association of America, and has delivered speeches to thousands of loan officers, real estate agents, managers, and operations personnel. And he doesn't just theorize. And FYI, he personally closed over 550 loans in his first 18 months on the street!

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401k / IRA Rollovers
Ed Slott
E. Slott & Company

Ed Slott was named as “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker.

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Annuities
Lew Nason
Insurance Pro Shop

For over 25 years, Lew Nason's unique perspective on how to truly help clients has enabled scores of insurance agents and financial advisors to reside within the Top 1% of Producers in their profession - upon completion of his coursework.

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Compliance
  John Kerlish
Human Resources Management Associates

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Estate Planning
Ed Slott
E. Slott & Company

Ed Slott was named as “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker.

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HR Training
Charlie Bross
HRcertification.com

HRcertification.com provides online Training & Certification Programs for COBRA, HIPAA, FMLA, OSHA, and other regulatory areas with Federally-mandated compliance requirements.

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Charlie Bross
HRTrainingCenter.com

HRTrainingCenter.com offers training, licensing, CE, designations, and professional development products and services for Human Resource professionals.

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Outsourcing / HR Administration
  Ben Graves
Administration Resources Corporation

Ben C. Graves is General Counsel and Director of Compliance for Administration Resources Corporation.

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Bob Meyers
COBRAGuard

CobraGuard provides automated, web-based COBRA administration that alleviates the inefficiencies and expense of a paper-based or outsourced administration!

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Bridget Mayer
Infinisource

Infinisource is the COBRA compliance and administration experts. We have the tools, experience, knowledge, and dedication you need to make COBRA compliance easy!

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Recruiting & Hiring
Jon Henschen, CFS
Henschen & Associates

Jon matches Advisors with independent broker/dealers for relationships that best fit their respective business profiles. Along the way, Jon often uncovers unique, progressive opportunities unknown to the Advisors. Henschen & Associates contracts with over 70 independent broker/dealers and 15 producer groups.

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Payroll
  Vicki Lambert
Payroll Advisor

Ms. Lambert is an expert in the field of wage and hour and employment tax compliance. She is the instructor for the online training program Payroll Practice and Management currently offered in over 400 colleges and universities nationwide, plus the author and Instructor for HRcertification.com's Payroll Training & Certification Programs.

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Retirement Plans
Robert Kaplan
McKay Hochman

Since 1979, McKay Hochman has built a reputation as an innovator in developing unique products and technical services to help clients establish and administer IRS-approved retirement plans.

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Marketing / PR
Sally Falkow
ExpansionPlus

Sally Falkow is certified as an Accredited Public Relations Practitioner by the Public Relations Society of America and is an acknowledged expert in Internet marketing strategy - blogs, RSS feeds, online news, and social media.

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Doug Hay
ExpansionPlus

Doug Hay is the co-founder and CEO of Expansion Plus. He is a top-performing professional with proven abilities perfected through over 35 years' progressive experience in marketing, sales, and management.

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1031 Exchanges
Gary Gorman
1031 Exchange Experts

Gary Gorman is the Managing Partner of The 1031 Exchange Experts. His company specializes in tax-deferred exchange services nationwide. Gary even provides 1031 information to Rich Dad/Poor author Robert Kiyosaki and real estate Icon Donald Trump!

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