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OUR TEAM APPROACH
Our Tax Mitigation Team
Every Team requires experts in their field who can work together for the client's best interest. Many of our team specialists are independent of our company, but through partnership, have made the client experience seamless and complete in the planning that is offered.
Corbin Lindsey
Business Strategist
Founder Partner
Corbin Lindsey is co-founder of Business Tax Mitigation. He is an expert at building extreme value to business owners by helping them create their DREAM TEAM of tax advisors and financial strategists.
His goal is to help high-net-worth business owners learn to navigate the advanced tax strategies that minimize the burden of taxation that business owners feel all the time.
He founded Birdseye Financial in 2002 to serve the retiree market. His focus has been on applying planning strategies to maximize income and asset growth in retirement while protecting the nest egg from market volatility and taxes.
John Dass
Business Strategist
Founder Partner
John Dass is the co-founder of Business Tax Mitigation. He brings his extensive experience of working with high-net-worth business owners, specifically in the auto industry, as a strategic partner to build alliances, aiming to increase their bottom line.
Today, in an expanded role, he works with Advance Planning Strategies to mitigate taxes on commercial properties, the Exit Planning Strategies, and other strategies that aim to drive profits back to the business owner through missed opportunities not realized by traditional CPA firms.
Russell Houle
Business Strategist
Independent Services
Russell is a seasoned strategist with deep
expertise in business tax planning. Known for his thoughtful approach and steady leadership, he helps clients design strategies that protect their wealth, reduce taxes, and prepare for the future with confidence.
Russell brings his talents to the team through partnering with our company on specific advanced planning strategies that have a significant impact on the bottom line of businesses.
Tyson Snook
Business Leveraging Specialist
Independent Services
Tyson Snook spent almost 5 years as one of the Leading Partners for a Fortune 100 financial planning company, when he decided to branch off and start his own Financial Strategies company. Today, he partners with Business Tax Mitigation to offer his expert services in leveraging strategies.
Tyson specializes in a Niche Leveraging used by high-net-worth and Ultra High Net Wroth business owners that uses leveraging to create wealth to pay tax-free income and future Estate Taxes.
Tim Parnell
Financial Professional
Independent Services
Timothy Parnell is a financial professional dedicated to helping families, retirees, and business owners protect, preserve, and grow their wealth. With a focus on retirement income strategies, life insurance, and fixed indexed annuities, Timothy works closely with clients to safeguard assets against market downturns while creating tax-smart solutions for long-term financial security.
Timothy combines education and personalized planning to empower individuals to make confident financial decisions. His expertise spans retirement rollovers, income protection, wealth transfer strategies, and innovative tax-advantaged solutions designed to build a lasting legacy.
Michael Clanin
Trust Structure Strategist
Independent Services
Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of retirement planning, lifetime income solutions, and legacy planning.
Educating business owners on strategies & solutions that reduce business risks, legal risks, and tax liability. Then puts processes in place to increase profits and retain employees while at the same time creating Tax-Free Wealth.
He is an advocate for the safety and protection of his client’s hard-earned retirement money. Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity.
Eric Wallace
Cost Segregation Specialist
Independent Services
Eric P. Wallace, CPA, is a nationally recognized expert in tax, accounting, auditing, and consulting for the construction, real estate, and homebuilding industries.
He has filed thousands of proven method changes that have resulted in over $300 million in tax deductions.
He serves on the AGC’s National Tax and Fiscal Affairs Committee, and was the past chairman of the CFMA’s National Tax Committee 2004-2005.
Is the Author of CCH’s audit programs for the construction industry and related 1,500-page books (CCH Construction Guides: Accounting and Knowledge Based Auditing, and Tax
Cynthia Forde
Business Strategist
Associate Memeber
Cynthia brings experience in the field of insurance to the team as she cultivates relationships with business owners in many different industries.
Her goal is to connect the successful business owner to the right tax strategist to help them keep more of their hard-earned dollar and implement proven tax strategies that will create a tax-free retirement income and an increased legacy for the family.
She is an asset to every business owner with her ability to uncover areas of opportunity for the owner in order to implement simple-to-use tax codes that can change the course of the business significantly.
Carl Louis
Business Strategist
Associate Memeber
Carl Louis is a financial advisor with Business Tax Mitigation, where he specializes in helping high-net-worth business owners navigate the complex world of taxation and wealth preservation.
His mission is to uncover opportunities often overlooked and connect clients with advanced strategies that reduce tax liabilities, create tax-free retirement income, and protect assets from unnecessary erosion
Rick Moos
Business Strategist
Associate Memeber
Rick Moos has spent the last 8 years as an acquisition specialist assisting family-owned construction, engineering, and fabrication companies customize solutions that drive tax savings, optimize capital retention, and leverage strategic partnerships for sustainable growth and profitability.
He ensures your life’s work thrives for your children and grandchildren, guiding you step-by-step through exit-strategies—whether handing the business to family or selling at the right time.
With a career’s worth of relationships in the independent financial services arena, his best-in-class solutions bring precision, teamwork, and legacy-building strategies to every stage of your journey.
Ian Hayes
Business Strategist
Associate Memeber
Ian Hayes mission is to help clients gain clarity and confidence in their financial decisions by surrounding them with a trusted network of top-tier professionals. Through a collaborative approach, Ian ensures every client benefits from a well-coordinated circle of trusted advisors working toward their goals.
With extensive experience helping clients protect, grow, and optimize their wealth, Ian focuses on strategies that reduce unnecessary risk, uncover hidden opportunities, and provide lasting security. By blending innovative thinking with proven principles, he and his team empower clients to take control of their financial future.
Patrick Loomis
Business Strategist
Associate Member
Pat and his team of financial advisors, for over 23 years, have been in the retirement space of offering Tax Savings Strategies, Estate Planning, and methods to transfer wealth in the most efficient manner possible.
In addition to Social Security, Pension Planning, lifetime income solutions, and retirement planning, Pat and his team offer a cost-free retirement analysis at no cost to those who attend our in-person events.
For our high-net-worth individuals and business owners, you will have access to our tax mitigation team when you work with our company.
Pascal Mokom
Business Strategist
Associate Memeber
Pascal Mokom is an astute Financial professional with many years of dedication helping business owners to maximize their income,protect their asset and transfer it tax free.
His goal is to provide peace of mind to business owners and high net-worth clients and families by taking away the burden of taxation using advanced tax strategies.
He brings to the TEAM collaborative wisdom blending Advance TAX Strategies with innovative financial planning to minimize tax liabilities ,protect assets ,create tax free retirement income and build generational wealth.
Frequently Asked Questions
Can you work with my CPA on Tax Strategies?
Yes, often we educate the CPA on the Advanced Tax Strategies we are using so we can better help you achieve the best results.
What are your cost for working with my company?
This depends upon the services you have requested. Our Strategy meetings are no cost, but the implementation may carry a cost depending upon the services involved.
Why are you finding Tax Savings my CPA has not?
We often find that CPAs focus on Compliance and not on Tax Strategies. A good team often consist of a Financial Advisor for the strategies and a CPA for the adherence of tax code.
We strive to offer you the tax planning you deserve!
All details found on our website are for educational purposes only. For legal or tax advice, you should contact your qualified attorney or tax professional. We are not acting in the role of either a legal or tax authority.
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