Part-Time Home Office

I can forward resume and ref list in six business days. Out-of-state this week.

BA Wesleyan, Ct 1970. Phi Beta Kappa.

As an amateur investor focused on Ct companies, value stocks, preferred stocks and both laid and no-load funds, I enjoy reading weekly data your firms’ clients enjoy talking about and arguing about.

Among the issues which federal Admin Law Judges relied on me to audit and summarize: a) has the owner of small Ct business really retired to collect his Social Sec retirement. Or b) does review of his sworn testimony and State and Fed tax returns show inconsistencies with this claim? That includes review of SSA Rulings ant Ct court cases on retirement vs maintaining client base for your son (typically) vs. a high-paid mgr. to continue a growing business. Arguments and data included number of business vehicles, total payroll before and after purported retirement, etc.

I hope these quick highlights help your Hiring Team members estimate what I might bring to assist your CPA’s and clients in profitable ways. Gf