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Degrees
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I have completed all modules of the Certified Financial Planning course. I am NOT a Certified Financial Planner because I was mobilized shortly after completing the last module and have not had the time to take the CFP exam.
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My Expert Service
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In addition to being a tax professional, I also do financial planning for several of my tax clients.
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Experience & Qualifications
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I have provided financial planning and general investment advice to a number of clients for the past twelve years. These clients will provide e-mail references if requested.
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews
(Read all 3 reviews)
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by
ionyad
on
Apr 22 2006
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Thank you sir.
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by
Anonymous
on
Nov 18 2005
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by
Anonymous
on
Mar 12 2005
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Good. Clarify one question about 529. I don't have any. If I put money to it now, let say 10,000 this year, and withdraw it the same year (or next) the is it taxable?
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(Read all 3 reviews)
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Contact
South Tax Expert
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