TaxLoopholes.com

Founded in 2004 by Diane Kennedy CPA, Taxloopholes.com was originally created as a resource for business owners and investors to get cutting edge information on tax strategy and business building. Over the years Taxloopholes.com has matured and grown its focus to include financial and wealth tools for business owners and investors in addition to its original mandate to provide the best education on tax strategy around. We’ve recently gone through a major renovation on the site and you’ll notice many new tools to save money on taxes and grow your business. You’ll also notice the active involvement of several of the Maui Advisors sharing fresh content on the site.

Business team in conversation

Maui Mastermind is a community of successful entrepreneurs

who help business owners build a business, not just a job for themselves. We give business owners a concrete road map that lays out the entire life cycle of their business from launch to exit. We connect business owners to an exclusive network of experts and an upgraded peer group through our formal and highly structured Business Consulting Program. We help business owners get to the next level through online and in-person trainings and our series of unique events, including our annual $40,000 Maui Mastermind Wealth Summit.
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Our Advisors

  • David Finkel
    David Finkel helped over 100,000 Maui Mastermind clients buy, build, and sell billions of dollars of business assets. An ex-Olympic-level athlete turned business multi-millionaire, David is an American success story. He is co-author of, SCALE: 7 Proven Principles to Grow Your Business and Get Your Life Back, and one of the nation’s most respected business thinkers. A Wall Street Journal and Business Week bestselling author of over 11 business and financial books, his how-to business and financial articles have appeared in over 6,500 periodicals across the United States. David is Founder and CEO of Maui Mastermind.
  • Alan Gassman, JD, LL.M is senior partner with Gassman, Crotty, & Denicolo, PA. He is AV® Preeminent™ Peer Review Rated by Martindale-Hubbard®, Alan has been on the board of advisors of the Journal of Asset Protection, a fellow in the American Bar Association National Association of Estate Planners & Councils, and a member of the Florida Bar since 1994. As one of the nation’s top physicians’ attorneys, Alan has been serving physicians and medical groups for over thirty years. His deep knowledge and experience working with the specialized needs of doctors led him to become one of the most sought after speakers and medical attorneys in the country. Alan is a Board Certified Wills, Trusts and Estates Lawyer by the Florida Board of Legal Specialization Accredited Estate Planner, National Association of Estate Planners & Councils. Alan has authored more than 200 articles and law school textbook contributions. Alan and his wife, Marcia, live in Clearwater, Florida. His firm can be reached at (727) 442-1200 or online at www.gassmanlaw.com.
    Alan Gassman
  • David-L-Blain
    David L. Blain, CFA is the Chief Executive Officer and Senior Wealth Advisor at BlueSky Wealth Advisors, a fee-only, independent Registered Investment Advisor (RIA) he founded in 1999. He is responsible for defining the overall firm policies, strategy, and goals. He also formulates advanced financial planning and sophisticated tax strategies for clients and is responsible for setting the firm-wide investment strategy.

    He is a member of the CFA Institute, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA). David is a recognized speaker on investments, financial planning, and taxes. He has written for and been quoted in numerous trade journals and mass media outlets, including Money magazine, BusinessWeek, U.S. News & World Report, The Wall Street Journal, and other national and local publications. He was for five years the host of “All Things Money with David Blain,” a weekly television and radio program.