|
 |
 |
|
Stephen G.:
Profile
|
|
 |
|
|
 |
|
 |
|
|
Stephen G.'s Profile
|
|
|
|
|
|
|
|
| Account: |
|
Not Active |
| Status: |
|
Offline
|
|
|
|
|
| Member Since: |
|
Friday, January 22, 2010 |
| Last Visit: |
|
Tuesday, April 19, 2022
|
| Posts: |
|
58872
- [13.06 posts per day] |
|
|
|
|
|
| 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. |
|
