Tax Attorney Las Vegas Nv – Our certified multidisciplinary team at Whalen Group always provides an exceptional level of service to help you achieve your goals and aspirations. The way we work is defined by shared values that include honesty, integrity, respect and true collaboration. But it is more than that. These are smart, passionate people who have come together to serve our investors and each other.
Bring your unique energy and vision to the Whalen Group, and you’ll have the opportunity to grow with us professionally, personally, and financially.
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We can help you proactively manage your personal and business taxes. This includes understanding how future business opportunities affect your tax status and vice versa. Having us on your team makes you more likely to benefit from these opportunities.
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Al is a certified financial planner. Certified Tax Consultant and registered with the Internal Revenue Service. He has taught at the University of Nevada, Las Vegas and the College of Southern Nevada on tax and investment strategies.
For more than 26 years, Al has hosted his twice-weekly radio show “Let Talk Money” where listeners can ask questions about; Stocks, Bonds, Mutual Funds, Markets, Economics, Income and Property Taxes Retirement planning, Social Security, or any financial issue, and Al will answer their questions.
Mr. Whalen is a member of the National Association of Enrolled Agents, the National Society of Accountants, and the Financial Planning Association. Al is a national speaker on taxes and a recognized expert on estate concepts and charitable planning.
The American Consumer Research Council named Al one of the best financial planners in the country from 2005-2008.
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Al is a board member of the Panguitch Foundation for Education and the Whalen Foundation for Education. He is an honorary board member of the College of Southern Nevada Foundation and a founding board member of the Institute for Real Estate Studies Foundation at the University of Nevada, Las Vegas in In 2000, Al received an honorary humanities degree from the College of Southern Nevada for his commitment to education. In 2001, the Association of Fundraising Professionals honored Mr. Whalen as the “Give Spirit Award Recipient” in 2010. Both Al and his wife, Jeanne, were recognized as Lifetime Achievement Legacy Award recipients by the CSN Board of Directors.
Al sold his securities practice to his son, Andrew Whalen (Whalen Private Wealth), in 2010. His firm handles finance, estate, retirement, insurance, tax planning. and tax preparation
James Hoeppner is our Tax Advisor and CPA at Whalen Financial. James has been a CPA in Las Vegas for 30 years and previously worked for a large tax firm. After experiencing the limitations of the company and not being able to provide personalized service to clients, James opened his own company in 1989. Having his own company gave James the freedom to provide a more personalized and structured service to meet his needs.
James is a licensed attorney and holds a license to practice law in the state of Nebraska. He is a member of the American Society of CPAs and is licensed to represent clients before the United States Tax Court. This allows James to give clients the security of knowing he will be with them every step of the way.
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Dawn Ferriera is our Tax Advisor at Whalen Financial. He began his career in Northern California at the age of 19 as a real estate professional working with clients to help them pursue their home ownership dreams. Has experience and knowledge in the real estate industry So he opened a delivery service for real estate and real estate companies. He then expanded the company to include graphic design and marketing services for realtors. With a love for entrepreneurship and building successful businesses. So he added a mortgage company to his business.
In 2008 while starting and building a graphic design and marketing business in Nevada. He was offered a part-time position as office manager for a CPA firm. This decision resulted in a 13-year full-time career, giving him extensive experience and knowledge in tax preparation. family fund Business registration service while still running his marketing company.
Knowledge, abundant energy and Dawn’s endless desire to take on new challenges. led him to a career at Whalen Financial. We are excited that our clients and the Whalen Financial team will benefit from his expertise.
Victor was born and raised in one of the busiest and most diverse cities in the United States. which is the Big Apple Also known as New York City
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Victor grew up dodging cars and yelling, “Hey, I’m coming here!!” He eventually started a career in the financial industry in 2015.
He began in commercial mortgage processing and later worked with real estate investors to create financial models and reports. throughout the loan period He noticed a lack of accounting quality from his clients.
It wasn’t until the fall of 2020 that he decided it was time to switch to accounting and become a registered agent in 2022.
Outside of the office He enjoys traveling, camping, hiking, and spending time with his family and close friends. If he doesn’t work he will play. Learning new things or spending time with family, Robert Armstrong is nationally known for representing high net worth clients and family trusts. His practice focuses on estate planning, gifts, and intergenerational transitions. and income tax as well as trust and estate management. Business and Real Estate Transactions and the establishment, operation, and management of family trusts and individual trust companies.
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Mr. Armstrong also has extensive philanthropic experience. Organizations exempt from taxes and state and local taxes. Nevada commercial taxes are included. He has over forty years of legal experience serving clients as an attorney. and as a non-professional certified public accountant
2023 marks the seventh consecutive year that Armstrong has been ranked in the highest category of Band 1 in Personal Property Law in the Chambers High Net Worth Guide. Clients interviewed by Chambers described Mr. Armstrong as “well known for his work establishing and managing private trust companies in Nevada. He thoroughly understands all aspects of financial and deal structuring. and is a renowned expert in the construction of trusts, wills, and estates planning with high value.” “He is one of the best trustees and estate planners in the state. His knowledge is vast and extensive. He remembers everything.” “He is very knowledgeable and skilled. He is well known and respected by property regulators.” “He is a smart person. Organized and creative. A good communicator and very good at conveying complex ideas.” “Bob is an excellent tax strategist. with an up-to-date awareness of pending changes and directions.”
Mr. Armstrong is often called upon to speak on topics such as Nevada trust law. Family Trust Company and tax issues at national and local seminars and forums. Mr. Armstrong spoke at the 2022 and 2023 Nevada Bankers Association Nevada Trust Conferences.
Community participation Mr. Armstrong is a third generation Nevadan. It has family roots all the way back to the Comstock Lode in Virginia City. and very active in community and philanthropic activities.
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Chambers provides the most respected and comprehensive ranking of lawyers and practice areas in the global legal profession. Chambers researched Nevada law firms for inclusion in the 2023 edition…
In the 2024 edition of The Best Lawyers in America, McDonald Carano celebrates the honor. Our 9th “Lawyer of the Year” in Trust & Estates Law and Trust, Estate & Fiduciary…
In the 2024 edition of The Best Lawyers in America, McDonald Carano celebrated the award. 6th Annual Corporate Law “Lawyer of the Year” Brian Schusterman (Reno) received the award at the…
McDonald Carano is proud to announce that 21 attorneys in our Reno office have been selected by their peers for inclusion in the 2024 edition of The Best Lawyers in America®, and two more…
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Chambers & Partners produces the publications Chambers USA: America’s Top Business Lawyers and Chambers’ High Net Worth Guide: Private Wealth Law, which combine rankings in both publications between…
McDonald Carano is proud to announce that for the seventh year in a row we have received the highest ranking of Band 1 in the Personal Property Law category in the Chambers High Net…
McDonald Carano Congratulations to Robert Armstrong for achieving the highest ranking of Band 1 in Personal Property Law in Chambers’ 2023 High Net Worth Guide. 2023 is the seventh consecutive year…
McDonald Carano is proud to announce that 11 of our attorneys have been recognized as “Super Lawyers” in the 2023 edition of Mountain States Super Lawyers magazine. Top of the list…
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McDonald Carano is proud to announce that more than half of our partners, consultants and senior advisors have received the Martindale-Hubbell® AV Preeminent® Peer Review Rating™ for achieving “The highest level of…
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On December 7, Northern Nevada Business Weekly announced the results of its 2022 Best In Business competition, and three members of the McDonald Carano team were in the top three.
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