Topic: New Tax Laws for 2026

Licenses: CPA in State of California, FINRA Series 7, 63 and 66, Life and Health Agent in State of California (license #0b55177)

I have been in the financial world for over 30 years as a financial consultant and CPA and am currently licensed as a CPA, Stockbroker, Registered Investment Advisor and as a Life and Health insurance agent.

I have worked with individuals and small business owners helping them save money on taxes with tax planning, and getting better rates of returns with financial planning. I am dedicated to helping people and business entities move forward and achieve their financial goals.

In this time of financial uncertainty, I can help preserve assets and help them grow using my vast and varied experience. With careful planning, I put my clients in the driver’s seat and keep them ahead of the constantly changing economic environment. My tools are asset maximization and tax reduction strategies to help my clients achieve those goals.

I graduated from Brooklyn College in Brooklyn, NY in 1977 with a Bachelor’s Degree in Accounting and moved to Southern California upon graduation.

Sample of services offered are:

• Personal Financial Planning

• Retirement Planning

• Education Planning

• Investment Advice

• Business Planning and Advice

• Cash Flow Management

• Employee Benefits

• Retirement Plans

• Succession Planning

Sample of products offered are:

• Tax return preparation

• Tax planning

• Written financial plans

• Investments – Stocks and Bonds, Mutual Funds, CDs, Managed Accounts and Annuities

• Insurance – Life, Disability, Health, and Long-Term Care