Registration: 12:30 PM EST
Vendor Platform
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
This course features a live instructor and has been specifically designed for the NJCPA.
CPAs looking to advise clients on retirement planning, and CPAs looking for effective strategies for their own retirement
Intermediate
Basic knowledge of retirement planning
None
Surgent Professional Education
Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Dallas, Texas. Her teaching career started when she designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor, Texas Tech, and the University of Texas in Arlington. Pam has over 30 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participating on the mergers and acquisitions team, and serving as the Southwest Area Employment Tax practice leader to providing tax consulting services for clients of a regional firm in Dallas, Texas. Her experience in the private sector as CFO of a Dallas-based manufacturer servicing the telecom industry, CFO of a printing and direct mail company, and Tax and Accounting manager of a large independent oil and gas exploration firm provides her with significant insight into the challenges faced by those practicing in industry. In addition to her accounting practice, Pam has ownership in and functions as the CFO of a printing and direct mail business in Dallas, Texas. She has also worked in the oil fields in Kansas, Oklahoma, Arkansas, and Texas. Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
$199.00 - Member
$274.00 - Nonmember
Note: Online pre-registration will close on November 12 at 12:30 PM.
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