Pete has more than 40 years experience in tax planning and compliance services. He began his career working in the national tax headquarters of General Business Services, Inc. in the subsidiary, General Tax Services, Inc. He is an Enrolled Agent and a Certified Financial Planner with a Master of Science degree in Taxation from Southeastern University.
Past experience includes Director in the Individual Returns Department of General Tax Services, Director of Taxation for the CPA firm of Fisher Barkanic and Associates, Director of the Tyson's Corner office of American Express Tax and Business Services, and member of the Board of Directors of the Northern Virginia Chapter of the Institute of Certified Financial Planners (now known as the Financial Planning Association).
Pete enjoys baseball and follows several teams – the Boston Red Sox, Cleveland Indians, Cincinnati Reds, Washington Nationals and San Francisco Giants. He also enjoys travel, listening to music, especially blues and jazz, and would like to do woodworking if time would permit.
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When you are super busy running a business, it can be easy to let customer appreciation slide to the bottom of your long to-do list. The problem is, if you don’t show your customers love on a regular basis, they’re going to feel neglected, which can put their continued loyalty at risk.
With the occurrence of cybercrimes affecting businesses increasing daily, many companies are looking for outside expertise to help them mitigate their risks. If your company has never engaged a cybersecurity professional before, you may be unsure of what to look for. The IRS suggests businesses use the following four steps when evaluating and selecting a cybersecurity...
Even if you are not a New Year’s resolution maker, it’s likely that at some point in your life you’ll want to adopt healthier or more productive habits. When you do want to make a change for the better, consider trying the following tips from lifehack.org to increase your chances of making your new good habits stick: