Professional Focus
Kevin J. White currently works as a consultant and designer of tax strategies for closely held corporations, high net-worth/high-income families, individuals, and business owners. Mr. White’s practice works exclusively through referrals from clients, tax attorneys, estate planning attorneys, financial planners, CPAs, and insurance agents.
Early Foundations
Kevin began structuring tax-efficient and charitable estate plans in 1990. By 1991, Mr. White, a tax attorney, and an estate planning attorney formed the Estate Planning Network, Inc. and began conducting weekly estate planning seminars throughout New York State during the autumn and spring seasons.
Building a Multi-Disciplinary Practice
The popularity of these seminars and the high quality of planning and services drew a growing client base seeking Financial Advisory Services. This demand led EPN, Inc. to expand its team to include financial service representatives.
By 1993, Mr. White and his team began educating attorneys and CPAs across the eastern United States on advanced planning strategies—such as estate tax planning, income tax planning, business succession, asset protection, and valuation-based tax planning. This educational initiative fueled company growth and drew in new professionals including insurance agents, attorneys, and CPAs from firms such as KPMG Peat Marwick.
Nationwide Expansion
By 1995, the Estate Planning Network, Inc. had established offices in New York, New Jersey, Connecticut, Massachusetts, Florida, Illinois, California, and Louisiana. The firm provided consulting and underwriting services to estate planning professionals and financial advisors, particularly in areas involving life insurance, estate tax design, and estate planning.
In 2001, they expanded their operations to include the U.S. Virgin Islands.
Strategic Representation & Industry Recognition
From 1994 to 2000, Kevin represented the Fortress organization across the Eastern United States. Fortress was a prominent consortium of estate planners and attorneys known for pioneering advanced estate planning techniques now considered industry standards.
Affiliations & Collaborations
Mr. White is a founding member of the Financial Advisors Network of the National Network of Estate Planning Attorneys. He is also an original affiliate of the Design Group, a distinguished consortium of experts in law, accounting, pension planning, and financial services.
Core Competencies
Kevin specializes in developing tax-efficient financial plans for wealth preservation and business succession across individual, family, and business portfolios.
From 2001–2007, while residing in the U.S. Virgin Islands, Kevin partnered with Tropico Management, LP to design and implement life insurance finance programs, supporting general and individual agencies throughout the United States. He is nationally recognized for his deep expertise in income and estate tax planning and innovative financial strategies.
Recent Endeavors
In 2008, Kevin co-founded Catalyst Charitable Funding. He currently resides in Keller, Texas and continues to consult on high-level tax and financial strategies.
Academic Background
• 1979 – Gates-Chill High School, Rochester, NY
• 1983 – SUNY Oneonta, NY – BS in Geology
• 1985 – Boston University, MA – Master’s in Geochemical Petrology