Instructor Details

Karen Brosi
Karen Brosi, EA, CFP, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP professional and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen Brosi will teach you how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media such as BusinessWeek. Karen Brosi’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching you what you need to know to optimally assist your clients.