myCPE

Winner Bio

I am a Certified Public Accountant (CPA), Enrolled Agent (EA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP), United States Tax Court Practitioner (USTCP), and Accredited Estate Planner (AEP) . I have been a tax and financial planning professional since 1986 helping clients reach their financial goals. I really enjoy talking about tax. I speak nationwide to tax professionals and financial advisors on the latest tax updates, tax planning strategies and techniques.