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Marshall Stagg
Business Attorney at Landerholm, P.S.
Professional Background
Marshall Stagg is a well-respected legal professional with a rich background in taxation, estate planning, and business law. Currently a Shareholder at Landerholm, P.S., Marshall brings an exceptional depth of knowledge and expertise to his practice. His career is distinguished not only by his legal acumen but also by his extensive prior experience as a Certified Public Accountant (CPA) in Washington state, which equips him with a unique perspective on tax issues affecting individuals, estates, trusts, and business entities.
Marshall’s approach to law is client-centered; he excels in advising his clients on a wide array of tax-related transactions and estate planning issues. Notably, he has devoted a portion of his practice to representing taxpayers before the Internal Revenue Service, ensuring that his clients have knowledgeable advocacy in matters of tax compliance and disputes. This vital aspect of his work highlights his commitment to protecting client interests and achieving optimal outcomes in their financial and legal matters.
His role at Landerholm allows him to combine his technical skills in taxation with strategic planning to help clients navigate complex tax regulations effectively and efficiently. The satisfaction derived from assisting clients to achieve their goals, especially in a tax-efficient manner, is what drives Marshall's passion for his work.
Education and Achievements
Marshall Stagg’s educational credentials are impressive and form a strong foundation for his legal career. He earned an LL.M. (Master of Laws) in Taxation from the esteemed University of Washington School of Law, where he honed his expertise in tax law. Before this specialized degree, he obtained his Juris Doctor (JD) from the University of Houston Law Center, establishing his credentials as a competent and informed attorney.
In addition to his law degrees, he holds a Bachelor of Business Administration (B.B.A.) in Finance from Walla Walla University. This undergraduate degree further complements his legal training, allowing him to provide comprehensive advice that integrates financial insights with legal considerations—a combination that is invaluable in his practice areas.
Marshall’s academic pursuits have not only enhanced his knowledge base but also equipped him with the analytical and critical thinking skills necessary to thrive in high-pressure legal environments. His unique blend of education and experience enables him to offer a multifaceted approach to taxation and business law, making him a trusted advisor to his clients.
Achievements
Throughout his career, Marshall has achieved significant milestones that underscore his expertise and commitment to his clients. As a Shareholder at Landerholm, P.S., he plays a crucial role in shaping the firm's strategies on taxation and business law. His prior experience as an Associate Attorney at Landerholm allowed him to build a solid reputation, laying the groundwork for his current role.
Before joining Landerholm, Marshall was the Owner of the Law Office of Marshall K. Stagg, where he successfully managed his practice, allowing him to develop a personalized approach to client advocacy. His tenure as a Tax Consultant at Schiller & Company, P.C., positioned him uniquely to understand the intricacies of tax consultations and its implications for businesses and individuals.
Additionally, Marshall worked as an Associate Attorney at Kurtz, Anderson and Associates, where he sharpened his legal skills and built a network of professional relationships that continue to benefit him and his clients today. His diverse experience across various roles in tax law and business offers a comprehensive viewpoint that enhances his effectiveness as a legal advocate.
In conclusion, Marshall Stagg is a dedicated legal expert in taxation, estate planning, and business law. His academic credentials and practical experience combine to make him a go-to resource for clients seeking informed and effective legal advice. Marshall’s commitment to ensuring clients achieve their goals efficiently and responsibly cements his status as a respected figure in the legal community.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.