Brian Treby, J.D., LL.M. (Tax And Energy)

Experience

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  U.S. TAX COURT

  Jan 2000 - Jan 2002

  Attorney-Advisor to the Honorable Joel Gerber
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  Morrison & Mills P.A.

  Jan 2002 - Jan 2005

  Associate Attorney
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  Fisher & Sauls P.A.

  Jan 2005 - Jan 2007

  Associate Attorney
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  SunTrust Investment Services, Inc.

  Jan 2007 - Jan 2009

  Vice President / Wealth Strategist

  Initially joined SunTrust Bank as the Vice President and High Net-Worth Client Advisor; subsequent to The Great Recession in 2008, transitioned to the role of Vice President and Wealth Strategist. Partnered with ultra-high net worth clients and their advisors to develop and implement trust and estate planning strategies. Executed on a marketing and business development plan to generate new trust business in the ultra-high net worth sector ($2MM +). Key Accomplishments:• Served as primary bank contact for book of private wealth clients, totaling more than $100MM in assets, $23MM in loans and $14MM in deposits as a High Net-Worth Client Advisor.• Achieved 100% client retention as a High Net-Worth Client Advisor by owning and championing client needs and objectives across multiple business and service lines.• Supported internal partners as estate planning, probate and tax subject matter expert and familiarized 52 retail branch offices with benefits of wealth management as a Wealth Strategist. Show less

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  Treby Law Firm, LLC

  Jan 2010 - Jan 2016

  Founder / Owner / Attorney

  Founded law firm to counsel and advocate for individual, family and corporate clients in the areas of taxation; wills, trusts, estates and probates; corporate and business law; and asset protection and succession planning. Managed the ongoing operations of the law firm, including client acquisition and retention, process and procedure, substantive work flow and follow-up. Key Accomplishments:• Appointed as personal representative for an intestate estate with 42 heirs from 6 States and 2 countries. Executed hundreds of individual and joint estate plans to achieve client wealth transfer goals.• Served as trustee and successor trustee for irrevocable life insurance and grantor trusts. Advised trustees and personal representatives in estate administrations.• Negotiated, advised, documented, drafted and reviewed business and employment-related agreements, contracts, leases and real estate transactions. Litigated personal, estate and probate, tax and business disputes.• Settled tax disputes and workouts and marshalled clients through IRS (Internal Revenue Service) amnesty programs for unreported offshore accounts.• Researched information that was not public record to manage public records requests under Florida Statutes, Section 119, and crafted requests to comply with Florida law. Show less

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  CENTIVISE, LLC

  Jan 2010 - Jan 2015

  Cofounder / Managing Director

  Cofounded a contingency based tax credit processing company that helped qualified business owners in economically distressed areas collect tax credits based on Work Opportunity and Enterprise Zone tax programs. Built company from the ground up and managed operations. Leveraged legal expertise to develop governing documents, broker and partner agreements, and onboarding forms in compliance with Federal and state laws and regulations. Key Accomplishments:• Developed and launched automated payroll tax credit services venture that processed employment-related tax credits for business owners based on Work Opportunity and Enterprise Zone tax programs. • Formulated detailed business plan used to acquire equity partners and secure start-up funding. Estimated costs to bring product to market, developed financial plans to determine break-even points and ensured long-term solvency. • Served as a tax manager to keep the business compliant with various local, state, and federal tax regulations. Implemented measures and developed policies for dealing with various areas relating to taxes.• Acted as procedural and risk mitigation manager to create policies and procedures that were implemented and carried out across the organization. Maintained governance framework, to include operating structure, standards and guidelines. Show less

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  Brian D. Treby Consulting

  Jan 2016 - now

  Energy Consultant

  Fresh ideas and perspectives in the development of cleaner energy systems for a more sustainable future. Policy analysis, regulatory compliance, government relations, incentives, project financing, tax structuring and operations.

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  Medspender, LLC

  Jun 2023 - Aug 2024

  Managing Partner

  Medspender develops software for tax applications