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Stephen G.:
Profile
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Stephen G.'s Profile
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| Account: |
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Active |
| Status: |
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Online
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| Member Since: |
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Friday, January 22, 2010 |
| Last Visit: |
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Monday, October 26, 2020
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| Posts: |
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44245
- [11.26 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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| 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. |
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