fiscaldoc
My blogs
| Gender | Male |
|---|---|
| Industry | Consulting |
| Occupation | Financial Coach and investor |
| Location | Alexandria, LA 71303, United States |
| Introduction | With 30 years experience as a CPA focusing on advising clients on tax planning and dealmaking, I have been involved in launching and investing in more than 20 companies, including a community bank, and am active stock, angel and real estate investor. I have consulted on more than 60 business transactions and investments in excess of $100 million. A CPA and CFP, I have also received the AICPA's Personal Financial Specialist and the Institue for Divorce Financial Analysts CDFA designation. |
| Interests | Kayak and fly fishing, wildlife photography, travel |
| Favorite books | Intelligent Investor, Poor Charlie's Almanac, Good to Great, Warren Buffett Way, Millionaire Mind, Lexus and Olive Tree, Secret, E Myth |