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Connecting Businesses To The Jewish Community Since 1989 |
Ad Type: | Wanted | |
Posted: | 2018-05-16, 12:48AM | |
Experienced tax professional, estate planner, small business advisor, and professional education instructor. Private practice of law and public accounting focused on tax, estate, financial, and small business planning and support; former Certified Financial Planner® and Certified Retirement Counselor®; Seminar instructor for CPAs, tax professionals, and financial planners on topics of tax, estate, financial, and business planning; advanced sales consultant for positioning life insurance and annuities in successful estate, financial, and business plans. Specialties: Tax planning and preparation for executives, small business owners, corporations, LLCs, partnerships, trusts, & estates; Estate Planning, Wills, Trusts, Charitable giving strategies; Small business legal, tax, and accounting advice for partnerships, LLCs, and S Corporations; succession planning, contracts, purchase and sale of businesses, and employment contracts for small businesses. 612-418-5177 [email protected]
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