Advisory Board

Who We Are

James W. Dawson

CPA, CGMA

Since the beginning of his career, James W. Dawson, CPA, CGMA has striven to be a “Trusted Business Advisor” worthy of serving businesses, their owners, and families.

For thirty years, James has served as a CPA and global business advisor to growing, internationally active owner managed companies, high net-worth individuals, and family offices. He has served clientele in many industries including construction, distribution, engineering, manufacturing, and technology.

James is a graduate of Anderson University (Anderson, IN) where he studied Accounting and Business Management. He earned a master’s degree in taxation from the University of Cincinnati’s Carl H. Linder School of Business. He has also studied at Michigan State University’s Broad School of Business, focusing on supply chain management.

James began his career at Deloitte focusing on entity taxation and transactions. He later held both domestic and international management positions as an International Tax Partner with two globally recognized firms. He is the Founder and Managing Director of Global Tax Focus LLC (GTF). GTF’s mission is to provide its clients with exceptional client experience by providing solutions that are efficient, effective and save clients both frustration and money.

James is licensed in Florida, Georgia, and Ohio. He is a frequent speaker on international tax and supply chain issues.

Chuck Goldman

Design Customized Estate and Asset Protection solutions for business clients and high net worth individuals, including customized Premium Finance Life insurance strategies.

Provide disability insurance solutions for the high income earner, buy sells, Key Person, Buy sell and Loan Indemnification.

I have 40 plus years experience in this industry and I consider Disability Insurance as the foundation for all Executives and Business Owners.

Leslie Alan Rozencwaig

Leslie is an Estate Planning and Intellectual Property Law lawyer in Hallandale Beach Florida. He has been licensed for 36 years. He attended the University of Maimi School of Law.

He is a seasoned discussion leader. He has been the main speaker on numerous occasions at seminars, conferences, and similar meetings for various professional organizations on subjects including but, not limited to Family Offices, Foreign and Domestic Estate and Gift Tax Planning, Stockholders Agreements, Consulting Agreements, Employment Agreements, Partnership Agreements, Asset Protection Trusts, Foreign Trusts, Corporate Tax Planning, Partnership Tax Planning and Individual Income Tax Planning; Pre Immigration Planning, and Taxation and Structuring of Foreign Investment in United States Real Property.