keeperumiami:   Profile   |   Edit
Stephen G.'s Profile
Picture
Financial Advisor
99% Positive Feedback on 422 Accepts

Account: Active
Status: Offline
Send Private Message Search for other posts by keeperumiami
Member Since: Friday, January 22, 2010
Last Visit: Tuesday, December 12, 2017
Posts: 28022 - [9.72 posts per day]
Ask Stephen G. Your Capital Gains and Losses Question.

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 Tax Expert; CPA/PFS(retired)Personal Financial Planner; Small Business & Professional Mergers & Acquisitions
Testimonial:   ABSOLUTELY FANTASTIC INFORMATION AND ADVICE. WILL ASK FOR YOU IN THE FUTURE. THANK YOU SOOOOOOOOOOOOOO MUCH.


DISCLAIMER: JustAnswer has not verified the accuracy or truthfulness of any of the information provided in this Profile. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol above.