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Online Resumes with "Retirement Analysis"



Featured Profile

Financial consultant, Rochester

My goal is to assist individuals with their financial needs. Including financial planning and investments.

Tags for this Online Resume: Investments, Retirement Analysis, Estate Planning, Excel, Word, Cash flow analysis

Tax Manager - 20 Years of Experience - Near 27613

SUMMARY Extensive experience in accounting and taxation, including income tax projections, research and tax planning. Implemented tax strategies saving clients significant income taxes and net investment income taxes. ACCOMPLISHMENTS * Analyzing Form 1099 DIV resulting in higher qualified dividends, thus dividends being taxed at lower qualified dividends and capital gains rates vs ordinary tax rates. * Analyzing and calcula...

Tags for this Online Resume: Accounting, Certified Public Accountant, Tax Preparation, Planning, Tax Planning, Research, Tax Research, Financial, Financial Statements, Documentation