Our Resource Network

Joe Dadich

Joseph J. Dadich is a reconized expert in uniqueTax Mitigation, Tax-Free Retirement Planning, Asset Protection and complex tax litigation. His colleagues describe him as a recovering CPA, turned nationally sought-out Tax/ERISA Attorney. Joseph has experience structuring tax and enterprise transactions, including corporate and limited liability company formations (domestic and offshore), acquisitions, dispositions and mergers, buy-sell agreements, joint ventures, real estate acquisitions, dispositions and tax-deferred exchanges. Joseph has represented diverse clients, ranging from local celebrities to politicans, in complex IRS matters, litigated over 500 civil and probate contest and drafted Offshore/Domestic Asset Protection Trust for CLients.
His peers nominated him as a Michigan SuperLawyers statring in 2008 through 2014. In 2011, Joe authored a top-selling book titled "Celebrity Estate Plans Gone Bad-Secrets Every Woman Needs to Prevent Emotional and Financial Turmoil When a Loved One Dies."

Lex J. Byers

Lex J. Byers serves as senior counselor at Argent Capital, LLC, a financial architecture firm. He is also creator of the ASC™ Strategy. In that capacity he is responsible for the overall regulation and structure of the company, conducting enterprise valuations and diagnosing the fiscal health of client organizations. Byers joined Argent, LLC following an extensive career in government, tax research, financial analysis and marketing that spans the past 30 years.
 
A former senior congressional staff member (Executive Assistant to The Honorable Eldon Rudd - 4th District, AZ), Lex Byers uses his extensive knowledge of Washington D.C.'s regulatory and legislative environment to keep the organization current on pending federal tax, retirement and business issues. Additionally, he holds membership in the Association of Corporate Counsel and is a General Associate of the American Bar Association, where he is active in the ABA Sections on Tax and Estate Planning.
 
Lex Byers’ entrepreneurial career also includes serving as government affairs manager for the Food Marketing Institute (Washington, D.C.); government affairs manager for the Greater Phoenix Chamber of Commerce and executive vice president of the Scottsdale Chamber of Commerce. Lex Byers was educated at the University of California-San Diego and the University of San Diego. He holds Degrees in Psychology, Communications and Law.
 
A recognized expert in retirement planning, income tax mitigation and asset protection, Lex Byers has experience structuring tax and enterprise transactions, including corporate and limited liability company formations (domestic and offshore), acquisitions, dispositions and mergers, buy-sell agreements, partnership agreements, joint ventures, real estate acquisitions, dispositions and tax-deferred exchanges.  Additionally, Lex Byers has substantial experience in the areas of ERISA, tax treatment of business enterprises and tax-deferred entities.
 
His Business Succession work focuses on transition issues for professionals and small business owners.  The primary goal of professionals and small business owners is often to minimize taxes while retaining control of their business.  To that end, Lex Byers has extensive experience setting up both qualified and non-qualified retirement programs with their attendant tax deferral benefits.
 
In his asset protection practice, Lex Byers assists clients in protecting their assets from potential creditors arising from personal and business transactions.  Specific, tax-neutral strategies utilizing both onshore and offshore vehicles include the use of Asset Protection Trusts, corporate veils, bearer shares, spendthrift trusts and International Business Companies.
 
He also has extensive experience representing clients before the IRS, the FTB, the BOE and other taxing authorities on issues ranging from simple sales tax examinations to complex unitary business investigations and tax controversy matters. 
 
He is a frequent lecturer to various financial planning and professional associations on topics ranging from structural formation and taxation to asset protection and retirement planning. He is an instructor for continuing education of Attorneys, Financial Planners and Certified Public accountants lecturing on ART: Asset protection, Retirement and advancedTax planning techniques.

Phillis Jackson

As Manager of Athlan Mortgage, Phillis closed the first Reverse Mortgage in the Amarillo TX area, (the second one in Texas) and has a heart for working with Seniors. “I have 26 years experience in the field of Real Estate, specializing in investing and financing real property for over 18 years.”  Phillis is a member of the BBB of the TX Panhandle as well as a National Member.

 

www.athlanmortgage.com

Contact Us

 

 

Safe Money Strategies, Inc.

 

Home Office

5500 Bluebird #100

Amarillo, TX  79109

806-231-8141

 

 

 

Email:

glenn@safemoneystrategies.net

lester.glenn@gmail.com

 

Fax:

(855) 855-401K

 

 

Office Hours

You can reach us during the following hours:

 

9:00am to 5:00pm

Monday - Thursday

 

9:00am - Noon

Friday

 

 

We observe all National Holidays.

 

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