The Insurance Help Desk

01/13/2023

Must save

01/04/2023

Welcome Jeffery to the Team

Jeffrey Mason
Retirement Specialist

REDWOOD Retirement Specialists

Jeff drives all business development activities for the REDWOOD Retirement Platform, working directly with REDWOOD Tax Specialists - Financial Advisors, CPA’s, Accountants, Insurance Agents, and the small business owners and management teams we serve, saving them hundreds of thousands in taxes annually.

With 20 years of operational experience in retirement plans with a large national accounting firm, several smaller firms, and then the firms he has run over the past decade, Jeff brings a wealth of value in deriving solutions for small business owners. As a licensed Life Insurance Agent, Jeff is able to incorporate tax advantaged life policies as a key component of the plan design solution.

Working directly with REDWOOD Tax Specialists, he leads through crafting an optimal plan design solution that works for the strategic tax plan and financial planning expertise they bring to their clients. His ability to consider the numerous variables involved in each unique situation, stem from his U.S. Navy service, Computer Science education, Microsoft Certified Systems Engineer certification, ASPPA and IRS ERPA programs, and roles in retirement services operations on numerous complex platforms for clients of all size in scale.

Jeff empowers all REDWOOD Tax Specialists by delivering our Cash Balance Plan expertise in a way that fuels the tax plan designs they deliver, with results for business owners you won’t find on Main Street.

12/27/2022

WELCOME SCOTT TO THE TEAM

Scott Fedyshyn launched his career as a strategic tax consultant, accounting methods expert, and project manager for the powerhouse firms Price Waterhouse Coopers and Deloitte & Touche, providing tax reduction consulting to some of the largest companies in the world, and ultra-high net worth executives and business owners.

After leaving the firms, Scott went on to work in the tax departments for Electrolux and Duke Energy. At Duke, Scott’s role as a project manager had him overseeing any strategic tax implementations with over $100M in tax impact, coordinate the design, collaboration, and completion of the consolidated return, and implementation of far-reaching repair and maintenance regulations.

The Tax Reduction CPA™
CPA Certified Public Accountant
CFP® Certified Financial Planner
CTC Certified Tax Coach
CTP Certified Tax Planner
CMA Certified Managerial Accountant
CFM Certified Financial Manager
MSA Masters of Science in Accounting

As a lifelong entrepreneur, starting his first business in grade school, Scott ultimately decided to begin working as a tax reduction consultant. This quickly grew into a meaningful client base, many of whom are still with Scott, nine years after he launched his consulting practice. Since taking the helm, Scott has transitioned the mostly local, compliance-based practice to a strategic tax reduction niche, incorporated holistic financial planning, and expanded the footprint and capability of the firm to provide services across the US and even the globe.

Always a passionate learner, Scott continuously pursued certifications within the finance field to expand his expertise to all areas of wealth management. In addition to the CPA, Scott is a Certified Financial Planner, Certified Tax Coach, Certified Tax Planner, Certified Managerial Accountant, and a Certified Financial Manager. In addition to his personality and presence, Scott brings to the table a deep-dive tax technical background, systems and process integration expertise, and very comprehensive exposure to all things finance and accounting.

12/21/2022

Life Insurance Secrets

12/17/2022

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12/13/2022

Ignore the Obstacles

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The Difference

11/03/2022

Helped my client get them 100ks

05/31/2022

Bruh Man

06/22/2021

WYA I'm right here