George E. Dube, CPA, CA, MAcc
“Go and talk to the guy wearing the bow tie.”
My ears perked up. I was attending a real estate workshop with several hundred people when I heard this across the sea of voices. It was one of the first times I’d worn one, and I never looked back.
It’s safe to say that I’m not your average tax accountant or real estate investor. My love of bow ties is paired with a love of “jumping up on stage” to talk about sophisticated tax planning in a way that investors and business owners can understand. But what’s my specialty?
The answer lies in my mission statement:
To help people build and protect their real estate, their portfolio and their businesses so they can do wonderful things for their families and their causes.
After more than 35 years in public accounting helping real estate investors, developers, medical professionals, and investors with alternative and traditional investments keep more of what they’ve built, I have seen nearly every financial situation a life can produce. The real estate investor who wants to level up but needs advice from someone who actually knows the industry. The family that worked hard for decades and suddenly realizes nobody is looking at the whole picture. The business owner approaching retirement who suspects they’re paying too much tax but aren’t sure what to do about it. These are the people I work with — and the feeling they share when they first reach out is almost always the same: “I’ve done well, but I think I could be doing this better.”
They’re usually right.
As a trusted tax advisor for your team, I bring together a playbook of tools that accountants, lawyers, financial advisors, lenders, and insurance specialists can work together on to coordinate the full picture rather than managing one piece of it. I don’t replace the advisors clients already trust. I help them work better together. And I can provide referrals for any missing pieces.
My planning work spans retirement planning and income strategy, estate and legacy planning, tax minimization, and wealth building and monitoring — always with an eye on the life people are trying to build, not just the numbers on the page. I bring three-plus decades of tax expertise paired with the experience of an active investor. I speak the language of the deal and the language of the numbers, because I have lived on both sides of the table.
But, at its core, none of this is really about tax for me. It’s about service.
I believe my time on earth is a test for what is to come. When I’m done, I should feel like a wet towel that has been wrung completely dry — nothing left to give, because I gave it all.
That spirit — of generosity, of showing up fully, of helping people Do wonderful things® for their families and their causes — is what sits underneath every client conversation, every presentation, every bow tie.
I really am focused on Saving the world from tax, one bow tie at a time®.