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Sr. Tax Consultant
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Member Since: Friday, January 22, 2010
Last Visit: Tuesday, December 12, 2017
Posts: 28022 - [9.73 posts per day]
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Location:   Harwich, Massachusetts
Current Job Title:   Sr Financial & Tax Consultant
Current Employer:   Self-Employed Part-Time
Work History:   "Big Eight" Audit Manager
Founding Partner,
      Local CPA Firm
Sole Proprietorship
Hobbies, Volunteering & Other Skills:   Board of Directors, Not-for-Profit Organizations; Golf, Basketball;
Most Advanced Degree:   Bachelor's Degree
School:    University of Miami, Coral Gables, Florida
Major or Emphasis:   Accounting / Business Law
Graduation Year:   1970
Professional Licenses:   CPA - Retired
Issuing License Agency:   License Not Renewed as Retired.
State License Issued:   MA-License Not Renewed
Certifications, Awards, Patents, Publications & Other Education:   Earned Personal Financial Specialist (PFS) designation from AICPA - not currently a member of AICPA as I sold my CPA practice.

Extensive Estate Planning & Compliance experience.

Expert Witness in State (MA) & Federal courts.

Prior "Big Eight" Audit Manager.

Published several financial, tax & estate planning articles for local/regional newspapers.

Taught Introductory Accounting at community college level.

Provided general business consulting services to small business clients in a diverse range of businesses.
Experience:   Senior US Tax Consultant;40 Years Practicing CPA; Personal Financial Specialist;Now Retired Sole Practitioner
Testimonial:  
Thank-you for your help, wow. I sure got way more help than I paid for - you're wonderful and very easy to communicate with. Have a great day!


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