For the past 25 years I have been in some form of financial services: helping smail businesses qualify for SBA loan, financial planner with emphasis on mutual funds/stock/life insurance/long-term care, later medicare health plans. For the past three years I have worked with American Business Incentive Services. My focus has been helping dentists, dental laboratories, and other trade industries to recover overpaid taxes. We take advantage of the federal tax incentives used by Amazon not to pay any federal taxes, to help small and medium sized businesses recover what they should not have paid.
My previous background was 30 years in the US Army, the last 20 of which I was a Hospital Administrator. In the latter capacity, I served in US Army Hospitals in Thailand, Washington DC, South Korea, Virginia, Germany, and Hawaii.
Personal Life: Grew up on a small dairy farm in NC, Graduated from NC State University, B.S in Dairy Manufacturing; Masters in Hospital Administration from the Baylor-US Army Program in Hospital Administration; Master's in Military Science from US Army Command & General Staff College; and, Master's Certificate in Project Management from University of Texas Dallas.
Married, three children, eight grandchildren - lives in McKinney, TX
May 9th, 2022 | 1 hr 8 mins
3rd generation, board members, ceramics, dental, family, giving back, laboratory, membership, origin b&d, passion, peter pizzi, podcast, president, production, r&d credit, tax savings, technician, tradeshows, vendors, vita, voices from the bench
We are so happy to be back in Texas (physically) at the DLAT conference. This episode we talk to Wade Davenport, Richard Wills, and AJ Sheek.