Jos Herman

Jos is a well sought out industry professional that is able to address succession planning, asset protection, philanthropy, and explain the tax efficiency gained in the estate planning process.

Jos specializes in developing comprehensive Estate Plans for families, business owners, & professionals. She brings comprehensive niche corporate consultation in the funding of shareholder agreements, wealth accumulation, funding tax liabilities, post mortem planning, restructuring, family equalization.

Giving back to the community is Jos’ focus. With her sessions for the CPA Financial Literacy program, she shares her knowledge in finances and money matters. She is regularly called upon to host workshops, sessions, and presentations geared to business owners and professionals.