| |
Principal, Accredited Estate Planner, E.A., M.S.T.
Ron has over twenty-two years of experience in the fields of fiduciary taxation, estate taxation and estate planning, and over thirteen years managing and training fiduciary tax accountants on all types of related returns, including individual tax preparation. He was formerly the Vice President of Tax Services and Estate Settlement for Key Trust Company of Ohio in Toledo, Ohio.
Member
Kathy has over twenty-four years of experience in the fields of fiduciary and individual taxation. In addition, she has a strong background in high volume techniques and PC software applications for high volume processing. She’s familiar with a variety of trust accounting systems and very knowledgeable with the Fast-Tax fiduciary system.
Member
Richard has over twenty-two years of experience in the fields of fiduciary taxation and individual taxation, as well as a strong background in trust accounting systems, system conversion techniques and tax vendor (Fast-Tax) systems. He was the 1999 and 2000 President of the Fast-Tax user group.
Member, CPA (Ohio), E.A., M.S.T.
Scott has over sixteen years of experience in the fields of fiduciary taxation, charitable reporting, individual taxation and financial planning. He also has a strong background in PC systems and applications including tax vendor (Fast-Tax) systems, and is knowledgeable in all aspects of trust administration.
Member, CPA (Ohio)
Joe holds over sixteen years of experience in the fields of fiduciary taxation, individual taxation, estate taxation and employee benefit plan reporting. He has a strong background in all areas of fiduciary tax and related fields, and is familiar with a variety of tax software and vendor (Fast-Tax) applications.
Member, Masters in Taxation
Karin has over fourteen years of experience in the fields of fiduciary and individual taxation, and a strong background in trust accounting systems and high volume processing techniques. In addition, she has a diverse background in trust administration, real estate administered in trust and partnership reporting. She held supervisory positions at two different bank trust tax departments.
Member, CPA (Ohio)
Jo Ann has over seventeen years of experience in the areas of fiduciary and individual taxation. She also has a strong individual income tax background.
Member, CPA (Texas), Office Manager
Brian has over nineteen years of experience in the fields of fiduciary, estate and individual taxation. He also has a strong background in PC systems and applications, database management, tax vendor (Fast-Tax) product enhancements and charitable reporting. Previously, he worked at Fast-Tax in the fiduciary product section for three years.
< Home |
|
