The Best Individual Income Tax Update Course by Surgent

Attorney & CPA Updated 11.27.19 - MW Bachelor of Science in General Science, from the University of Iowa, Iowa City, Iowa. Juris Doctorate from the University of Iowa College of Law. Licensed attorney in Minnesota and Iowa. Certified Public Accountant. Attained designation as Certified Financial Planner® and Certified Retirement Consultant®. Passed Series 7 and 66 investment and Minnesota insurance licenses. Currently in solo practice of law in Apple Valley, Minnesota, focusing on tax, estate planning, and small business organization and management. CPA with the Small and Emerging Business practice of then Big 8 accounting firm, Touche Ross, in Bloomington, Minnesota. Served as Vice President of Tax and CFO with various privately and publicly held companies. Served as advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company’s Annuity and Mutual Fund division, providing advanced planning support for financial advisors on topics of financial and estate planning for small to medium size businesses and wealthy individuals. More than a decade as instructor for financial professionals and accountants on topics related to current financial planning, preparing for and living through retirement, asset transfer, and tax issues for individuals and closely-held businesses. Regular past participant in Bisk Education’s nationally syndicated “CPE Network” video tax updates, updates for Bisk and Thomson Reuters tax and estate planning continuing education manuals. and a featured speaker at tax conferences.