Regional Sales Director (East Coast), CAPSTAN TAX STRATEGIES
With over 10 years of experience in sales and business development, Tom Gervolino has learned a thing or two about what it takes to close a deal – and it’s not what you might think. Tom isn’t about slick pitches and hard sells. Integrity, communication, and a genuine concern for his clients have been the keys to his success. Tom prides himself on understanding each client, becoming attuned to their needs, and then exceeding their expectations.
Equally comfortable with developing new accounts and nurturing existing ones, Tom’s passion is helping clients discover overlooked strategies for reducing costs. He has an intuitive ability to create customized approaches that align with each client’s goals. In the past Tom worked in financial sales, collaborating with key industry decision makers to open up new revenue streams. As his career evolved, he has gone from meeting CPAs in their small home offices to winning the trust of C-suite executives at multinational firms. Tom treats them all with the same level of respect and commitment. Now covering the NY, NJ, and CT regions for Capstan, Tom makes every client feel like his most important client. His positive energy, client-focus, and legendary work ethic make him a tremendous asset to the Capstan team.
Tom enjoys fishing with his nephews and is a lifelong fitness buff. His favorite workout partner is his cheerful pitbull Buddy.
Tom holds a Bachelor of Science degree in Sport & Exercise Science from Coastal Carolina University.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
355 Ratings
JS
Jul 7th, 2021
Instructor was engaged in conversation with explaining the concepts of cost segregation. Seemed knowledgeable. I liked how he offered to send copies of the handouts and did not seem to be trying to "sell" us on using his firm. He informed us of the benefits to doing a cost segregation.
RWH
Sep 24th, 2021
During the presentation the presenters' voice kept fading in and out during the first 30 minutes of the session. Two polls were rushed through all were not given the same amount of time to think and then click the submit button.
JL
Jul 1st, 2021
This was an excellent presentation on a seldom covered topic. The presenter was knowledgeable and engaging. The pdf handout that I saved will make for an excellent reference tool for future use.
AM
Jun 30th, 2021
Powerful learning session, by reiteration his contact information for help and being effective instruction with examples of complex examples bring understanding to the class.
KM
Oct 23rd, 2021
Really great presentation! Very interesting to learn about the work your firm does. Such an interesting topic as well!
1 Credit
Add to Watchlist
Taxes
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
.webp "Best Tax Return Workshop On S Corporation (1120S)")
