About Our Firm
415 Advisors exists to help business and real estate owners, and their tax professionals, to minimize tax burdens.
We are able to bring to bear any of several tax strategies that may be of value and that require knowledge and expertise that normally is outside the scope of accounting and tax law practices.
Our mission is to complement the guidance that clients receive from their tax professionals by extending their expertise with ours, to craft tax-saving solutions that otherwise might not be considered and delivered.
Prior to co-founding 415 Advisors, Ken served as Director of Business Development with Bedford Cost Segregation, a nationwide provider of strategic tax services for the commercial real estate industry. He was responsible for educating accountants and real estate owners about income tax deferral strategies and managing the marketing, sales and distribution of Bedford's services to clients throughout California.
Ken began his career in the mortgage banking industry working for a small banker in Buffalo, NY, which was purchased by a publicly traded New York City based mortgage banker. Upon the purchase Ken became the senior vice president of wholesale lending which was a new division for the company. In 2003 he was relocated to the bay area to open operations on the west coast. With the mortgage crisis of 2007 came change and Ken was introduced to cost the segregation industry.
He has a Bachelors Degree in Urban Planning from SUNY at Buffalo, NY
Jeff worked side by side with Ken at Bedford Cost Segregation, beginning in 2014. He shared marketing and sales management duties in Northern California, working with CPA firms, developers and real estate owners to assist them in obtaining the tax advantages afforded by cost segregation.
Jeff’s business experience includes over 20 years in the residential and commercial mortgage industry, where he served in sales, marketing and management roles within the loan origination departments of several banks and mortgage banking firms. He also served as an Internet technology consultant to loan origination firms. He worked at Microsoft during the dot-come era helping them develop their online real estate and financing presence.
Jeff started his career as a Financial Analyst with The Irvine Company, a major developer in Orange County, California.
He holds a Masters degree in Business Administration from the University of California at Berkeley and a Bachelors degree in Economics from Claremont McKenna College.