Attorney, CPA, and Managing Partner at York Howell

David R. York is an Attorney, Certified Public Accountant, and Managing Partner with the Salt Lake City law firm of York Howell.  David practices law in the areas of estate planning, tax, business planning, and non-profit entities.  He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute.  David has extensive experience in designing and implementing advanced wealth planning strategies for high net worth clients.  David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, the Southeastern Family Office Forum, and the Million Dollar Roundtable.

He is the co-author of three books, Entrusted: Building a Legacy That Lasts and Riveted:  44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon, and author of The Gift of Lift.  He also created the game Experience RivetsTM, which helps individuals, families, and businesses identify their unique and shared core values to assist them with holistic wealth transfer, effective estate planning, and team building.  He has also written for Trusts & Estates Magazine, Estate Planning Magazine, and Investments and Wealth Monitor.  In 2017, YHG was recognized as an Inc. 5000 Company.

David currently serves on the Board of Directors of Holding Out HELP and Healing Nations.  He lives in the Salt Lake City, Utah area with his wife, Mindy, and their five children, Emma, John, Samuel, Hudson, and Avery.  He enjoys biking, skiing, softball, writing, and photography.

Founder of Producers Wealth

M.C. Laubscher is a husband, father, business owner, investor, podcaster, and author.

As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.’s passion is helping business owners achieve more freedom and sovereignty and live and leave a legacy for their families.

M.C. is the founder of Producers Wealth, a firm helping business owners in all 50 states in the United States implement and execute advanced alternative wealth strategies.

M.C. is the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking.

The Cashflow Ninja podcast has been featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs and is regularly featured as one of the top 100 business podcasts by Apple Podcasts and Spotify. It has been downloaded millions of times in over 180 countries.

M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™ and Get Wealthy for Sure™.

M.C. is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals worldwide. He is regularly featured on business and investing podcasts and is a sought-after speaker at business and investing conferences.

Partner, Tax & Business Services at Marcum

Melissa Hasenmayer is a partner in the Tax & Business Services division of Marcum’s Philadelphia office. She brings experience in serving private and publicly traded clients in the commercial real estate industry. She specializes in corporate, partnership, and REIT compliance, with advisory experience in key areas of real estate taxation, including deal structuring, like kind exchanges, and 704(c) models.

From the start of her career, Melissa has advised real estate clients with a broad range of operations, including office, retail, storage, residential, and student housing. Prior to joining Marcum, she worked for a global consulting firm, focusing on tiered structures containing public and private REITs, as well as a portfolio of family limited partnerships.

PROFESSIONAL & CIVIC AFFILIATIONS

• American Institute of Certified Public Accountants (AICPA)

• New Jersey Society of Certified Public Accountants (NJCPA)
  Treasurer – Commercial

• Real Estate Women, Greater Philadelphia Chapter (CREW)

Partner, Tax & Business Services at Marcum

Richard Casmirri is a Partner in the Tax and Business Services Division of the Firm’s Philadelphia office. Richard has over 15 years of experience providing financial and tax strategies to private equity funds, real estate partnerships, closely held businesses, and ultra high-net-worth families. He is deeply versed in both high value real estate transactions and high-value generational gifting strategies.

Richard began his career in public accounting at a “Big Four” firm. He has also spent time in industry – most recently as a Tax Director at a regional firm providing back office and infrastructure support to private equity and real estate funds. In this role, he oversaw and directed the internal Tax Department team in its support of six separate private equity and real estate investment firms with $15 billion of limited partnership investor commitments across 25 plus separate private equity and real estate funds.

PROFESSIONAL & CIVIC AFFILIATIONS

• American Institute of Certified Public Accountants (AICPA)

• Pennsylvania Institute of Certified Public Accountants (PICPA)

Managing Member of The Surf Village, The Bret Morgan Group, FRESH markets, Cowerks

Bret Morgan is an entrepreneur, software developer, and real estate investor based in Asbury Park, NJ. He provides strategic consulting to businesses looking to grow, innovate, and integrate traditional and digital business models.

Bret is the founder of FRESH Markets, Monmouth County’s top destination for local farmers, makers & food purveyors, where they annually operate over 150 high-traffic pop-up events to support budding entrepreneurs and revitalize local communities.

He is also a co-founder and general partner for The Surf Village, a vacation rental community featuring 9 intentionally designed bungalows located in the heart of Bradley Beach.

He co-founded Cowerks, a tech and startup hub providing workspace and community for entrepreneurs in Monmouth County, with locations in Asbury Park and Red Bank.

He has co-founded and ran the Jersey Shore Tech Meetup, Asbury Agile, and BandsOnABudget.com.

Bret is the father of 3 young children, husband, a long time student and teacher of yoga, amateur plant based chef, and world traveler.

Bret currently writes and shares his experience with other entrepreneurs over at BretMorgan.me.

Managing Partner at SIH Capital Group & The Surf Village

After graduating with a BBA and MBA from Baruch College in New York City, Denis Shapiro began working for the U.S. Government in a career that he proudly built for over a decade. In his various roles with the government, Denis served as a liaison to the public and various state agencies and gained a unique view of the importance of portfolio allocation and management.

Denis began investing in real estate in 2012, when the market was just beginning to recover from the global financial crisis. He went on to build a cash flowing portfolio that includes many alternative assets, such as note and ATM funds, mobile home parks, life insurance policies, tech start-ups, industrial property, short-term rentals, and more. He also co-founded an investment club for accredited investors in 2019. Leveraging these successes and the lessons learned throughout his career, Denis launched SIH Capital Group, an alternative investment fund that provides accredited investors with a simplified strategy to invest for passive income.

Denis’ book, The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways, is based on his personal experiences, supplemented by interviews with some of the best alternative asset investors in the business today.

Managing Member of The Surf Village & Summit Property Partners

Fabio Bari has been investing in real estate for 10 years. He is a partner in The Surf Village and self manages a portfolio of 9 properties throughout New Jersey.

His expertise is in value add Mobile Home Parks and construction management.

He is a Christian, Husband, Father of 3 and enjoys cooking, photography, and traveling.