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Stephen G.:
Profile
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Stephen G.'s Profile
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Account: |
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Not Active |
Status: |
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Offline
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Member Since: |
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Friday, January 22, 2010 |
Last Visit: |
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Tuesday, April 19, 2022
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Posts: |
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58872
- [13.06 posts per day] |
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Location: |
Harwich, Massachusetts |
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Current Job Title: |
Sr Financial & Tax Consultant |
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Current Employer: |
Self-Employed Part-Time |
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Work History: |
"Big Eight" Audit Manager
Founding Partner,
Local CPA Firm
Sole Proprietorship |
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Hobbies, Volunteering & Other Skills: |
Board of Directors, Not-for-Profit Organizations; Golf, Basketball; |
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Most Advanced Degree: |
Bachelor's Degree |
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School: |
University of Miami, Coral Gables, Florida |
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Major or Emphasis: |
Accounting / Business Law |
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Graduation Year: |
1970 |
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Professional Licenses: |
CPA - Retired |
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Issuing License Agency: |
License Not Renewed as Retired. |
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State License Issued: |
MA-License Not Renewed |
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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. |
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Experience: |
Senior Tax Expert; CPA/PFS(retired)Personal Financial Planner; Small Business & Professional Mergers & Acquisitions |
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Testimonial: |
ABSOLUTELY FANTASTIC INFORMATION AND ADVICE. WILL ASK FOR YOU IN THE FUTURE. THANK YOU SOOOOOOOOOOOOOO MUCH.
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