Kevin White

Senior Advisor

Kevin J. White currently works as a consultant and designer of tax strategies for closely held corporations, high net-worth/high income families and indi-viduals and business owners. Mr. White’s practice works exclusively through referrals from clients, tax attorneys, estate planning attorneys, financial planners, CPAs and insurance agents. Kevin began structuring tax efficient and charitable estate plans in 1990. By 1991, Mr. White, a tax attorney and an estate planning attorney formed the Estate Planning Network, Inc. and began doing weekly estate planning sem-inars to the general public in the autumn and spring months all over New York State. These seminars and the quality of the planning and services cre-ated a strong client base who now wanted Financial Advisory Services and Financial Consultants for their personal and closely held business activities and caused EPN, Inc to add financial services reps to the team. By 1993 Mr. White and his Estate Planning Network, Inc. team began teaching advanced estate and tax planning strategies (estate tax planning, income tax planning, business succession planning, asset protection planning and the benefits of business valuation in proper tax planning) to attorneys and CPAs through-out the eastern United States which, in turn, grew the company and its ge-ographical reach at a rapid pace as new advisors, insurance reps, estate planning attorneys and CPAs (including KPMG Peat Marwick offices) joined the team. By 1995, the Estate Planning Network, Inc. had grown to include offices in New York, New Jersey, Connecticut, Massachusetts, Florida, Illinois, California and Louisiana and was providing consulting and underwriting support to estate planning attorneys and insurance and financial profes-sionals for life insurance sales, estate tax design and estate planning design. In 2001 they opened their offices in the U.S. Virgin Islands. Kevin also rep-resented the Fortress organization for the Eastern U.S. from 1994 to 2000 (Fortress was a team of estate planners and tax and estate planning attor-neys who were the originators of what we now consider advanced estate planning techniques). Mr. White is a founding member of the Financial Advisors Network of the National Network of Estate Planning Attorneys. He is an original affiliate of the Design Group, a team of financial planning professionals from the fields of Law and Public Accounting; including valuation experts, pension experts and top financial planners. Kevin specializes in designing and implementing tax-efficient, comprehen-sive financial plans for wealth preservation and business succession for indi-viduals, families and closely held businesses. While living in the U.S Virgin Islands from 2001-2007 and through his part-nership in Tropico Management, LP, Mr. White worked extensively design-ing, marketing and implementing life insurance finance programs and sup-ported hundreds of general agencies and individual life insurance agencies throughout the United States. He is well known nationally for his Income and Estate Tax-Planning expertise and creative financial strategies. After co-founding Catalyst Charitable Funding in 2008, Kevin resides in Madison, MS. He also has a home in Nashua, NH

Contact vCard 978.995.1213

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