Through his CPA practice and greater than 20 years of experience, Mr. Lawler has advised well over 250 business entities and helped over one thousand individuals in strategic, financial, and tax planning.
Mr. Lawler is admitted and licensed to practice as an Attorney in Washington, D.C. and the United States Tax Court, has received a Certificate in mediation, and is also a Certified Public Accountant. In addition to his accounting and legal background, he is also a Financial Planner. Mr. Lawler holds a Series 7 license through LPL Financial. Mr. Lawler also holds a Series 66 license through LPL Financial and Perennial Investment Advisors; which covers investment analysis, recommendations and strategies, ethics, and legal guidelines. (1)
His expertise includes: strategic, financial and tax planning, as well as assisting clients in minimizing legitimate tax liabilities. He solves complex financial problems that lie at the intersection of finance, tax, and business. Mr. Lawler is also experienced in handling company mergers, acquisitions, and reorganizations.
His clients include high net worth individuals, start-up to large companies, entertainment, technology, professional services, retail, wholesale, and real estate. Mr. Lawler’s commitment to excellence and comprehensive approach to problem solving has enabled him to develop strong relationships with his diverse clientele. Clients value his objective and logical advice on matters relating to financial decisions and tax implications that help them pursue their financial goals.
*Any legal services provided by Mr. Lawler are by separate arrangement with Lawler & Lawler Law Firm, LLP
*Mr. Lawler is licensed to practice as an Attorney in Washington, D.C.
*Mr. Lawler is also admitted to practice before the United States Tax Court.
ProActive Advisors, Inc.
11601 Wilshire Blvd Suite 500
Los Angeles, CA 90025