CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Archives: Authors

Lisa Lopata, J.D.

Lisa Lopata is an editor and tax analyst for Expandopedia.com. After getting a B.A. in English, Lisa wrote about real estate and tax law for a publishing company. She attended law school, graduating in 2001, and went into practice with a global law firm focusing on international tax planning for Fortune 50 corporations. After years of …

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Sharon Kreider, CPA

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income …

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Jessica L Jeane, J.D.

Jessica has an extensive background in analyzing and writing on issues related to federal tax policy and IRS administration. For the last several years, Jessica has regularly attended exclusive legislative briefings, congressional hearings, and markups on Capitol Hill, as well as public hearings at IRS headquarters. Jessica’s legislative and regulatory procedural knowledge, coupled with her …

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Scott Greenberg

Scott Greenberg is interested in U.S. federal tax policy. Before law school, he spent three years working at the Tax Foundation, a think tank in Washington, DC. There, Scott wrote white papers and articles about an array of tax policy issues, such as the taxation of closely-held businesses and the tax exemption of municipal bonds. His …

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Tracy F. Lasecke, CFP

Tracy F. Lasecke, CFP® is a managing partner with Silicon Valley Wealth Advisors , and serves as firm CEO. He has been with the company since 2000. Before joining the group, Mr. Lasecke worked as an agent for The Principal Financial Group, a registered investment representative and broker for The New England Company and as …

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Mary Kay Foss, CPA

Mary Kay specializes in handling complex trusts and individual tax planning. She goes above and beyond the compliance work to understand the personal issues faced by her clients and how they affect retirement planning and trust administration and funding. In addition, she teaches classes for CPAs and other financial professionals about retirement planning and estate …

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Tom Prieto, CPA, MBT

Tom Prieto has over twenty-five years of public accounting experience serving small-size businesses and individuals in Los Angeles. Furthermore, he has over a decade of experience as a college accounting instructor, where he mentored students in the accounting profession. He is a graduate of California State University, Northridge, and the University of Southern California, where …

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