 |
||||
|
De Pere Business Center provides limited insurance analysis. We do not sell or solicite homeowners, renters or auto insurance products. Wisconsin, as most states, simply requires an examination with no experience requirements to provide insurance advice. BUYER BEWARE!!! Always question the people you work with. What is their college education, what credentials have they obtained, how many years of actual experience have the completed. Also don’t forget a list of referrals. After all, your insurance needs are too important to leave to chance!!! Life and Disability Insurance: De Pere Business Center provides insurance needs analysis for life and disability insurance products. Insurance is simply a method of transferring risks one cannot afford to retain personally. If someone (spouse or children) are dependent upon your income disability and life insurance should be a concern. Our firm has staff has either completed the most prestigious programs or are in the process of completing. Credentials and education available to assist in planning with the business owner include: Accredited Business Accountant (ABA) ABAs are professionals who specialize in accounting services for individuals and small to medium size businesses. They can provide personalized financial reports and interpret those reports for you. These individuals have passed a full day exam testing their technical proficiency in financial accounting, reporting, statement preparation, taxation, business law, consulting services and ethics. Accredited Tax Preparer (ATP). Individuals who hold the ATP credential have a through knowledge of the concepts behind the existing tax code and the preparation of individual, corporate, and partnership tax returns. Accredited Tax Advisor (ATA). Individuals holding the ATA credential have demonstrated the ability to handle complex tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans and performing estate planning. Certified Financial Planner (CFP). Individuals holding the CFP credential have completed a national exam issued by the Board of Financial Planning. This generally includes a study program including; income tax planning, investment planning, insurance planning, retirement planning, employee benefit planning and estate planning. Most CFP Candidates are also required to hold a bachelor’s degree and actual work experience in the financial planning industry. Investment Advisor: Licensed through Packerland Brokerage Services Inc with applicable federal and state requirements to perform complete investment analysis. Enrolled to Practice Before The IRS (EA). Individuals holding the EA credential have passed a two-day exam covering all segments of tax law directly from the Internal Revenue Service. This is the only tax license exam provided directly by the IRS and the only license issued directly by the IRS. Masters Degree in Taxation (MST). Individuals holding the MST credential have completed an advanced college degree, beyond the Bachelors Degree, specifically geared to tax law. This is the most prestigious designation available in the tax industry. Our insurance staff includes:
|
             Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity, Member FINRA & SIPC. |
Tom
is a shareholder of De Pere Business Center and serves as President and
CEO. He has over 25 years experience in business consulting, tax
planning, tax preparation and financial planning. He earned his
Enrollment to Practice Before the Internal Revenue Service designation
during 1986 (the only tax license issued directly by the IRS), the
Accredited Tax Advisor designation in 1991, the Certified Financial
Planner designation during 1988, the Certificate in Accounting during
1976, the Associate Degree in Business during 1977, his Bachelor’s
Degree in Business Administration during 1982, completed his Master’s
Degree in Taxation during 1995 and received a Ph.D in Tax Law in 2010.
Tom is an investment advisor representative through
Packerland Brokerage Services, Inc., which is a licensed broker-dealer and registered investment advisor. 
Ken
has over ten years experience in the tax industry. He earned his
Enrollment to Practice Before The Internal Revenue Service (the only tax
license issued directly by The IRS) during 1999 and his accreditation as
an Accredited Tax Preparer during 1996.
James
has over 15 years of experience in income tax and financial planning. He
earned his Enrollment to Practice before the Internal Revenue Service
designation during 1992 (the only tax license issued directly by the
IRS), he holds a Bachelor's Degree in Business Administration, majoring
in accounting, from the University of Wisconsin - Eau Claire. He has
worked as a tax researcher/technical writer and has served as an
instructor for several tax and financial organizations. Jim has served
as the Manager of Financial Services with a fortune 500 company and is
also an investment advisor through Packerland Brokerage Services.
(Series 6, 63, 65, 7 ,24)