I utilize lectures, sample problems with a critique of student solutions, assigned tax research projects, review of research results and tax plans generated by trainees. I teach techniques that have proven successful in my practice. My experience has taught me the areas that students need to learn.
I have lectured to professional groups on tax preparation and planning subjects. I have also trained accounting staff in our firm. I have dealt with many different industries, professional service groups as well as individuals. My clients have always been satisfied with the results of my efforts.
My rates will be higher for experience practitioners as they will be more complex and challenging. The advanced training rate will range up to $120/hr.
I have more than 20 years of tax experience running the gamut from small and simple returns to some of the most sophisticated returns, including those of Donald J. Trump, his family and businesses. I have dealt with gift taxation, estate taxation, and not-for-profit returns in addition to income taxation.
I have utilized both my accounting training and my legal training to achieve success in tax accounting.
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