Archives: Authors

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 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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