“My wife and have been in the insurance business for 44 years. We were fortunate enough to have a very successful client refer us to Walt Kero. Walt lent his expertise to our Corporate returns and personal return and ensure we received the most tax savings available. When we sold our insurance agencies, we relied heavily on the help and advice of Walt. He let me know When the most advantageous time to sell and as a result, we saved thousands of dollars.”
