Mr. Michael D. Sullivan Former IRS Agent

Michael D. Sullivan is the founder of MD Sullivan Tax Group. He had a distinguished career with the Internal Revenue Service for 10 years. As a veteran IRS Revenue Officer / Agent, he served as an Offer in Compromise Tax Specialist and Large Dollar Case Specialist. He also collaborated with the U.S. Attorney’s office on undercover operations. Michael received several awards for his work and dedication as an IRS Agent.

During his tenure with the IRS, he was a Certified Tax Instructor who taught out of the Atlanta Regional IRS Training Offices. He also taught out of the local and district offices of the IRS. Mr. Sullivan trained many of the new IRS Agents.

Michael has been in private practice for the last 35 years in the field of Taxpayer  Consultation for IRS Audit and Collection tax resolution issues. He often consults with corporations and individuals, which involves a wide range of tax issues.

Michael D. Sullivan is the creator of MD Sullivan Tax Group. He has made appearances on Fox Business News, ABC’s “The Briefing Room,” NEWSMAX, NEWSNATION, NTD, and other national broadcasts. Some of his interviews can be found on our page. The MD Sullivan Tax Group boasts exceptional practitioners nationwide.

Michael spent a distinguished decade as an Internal Revenue Service employee. As a seasoned IRS Revenue Officer/Agent, he specialized in Offer in Compromise Tax cases and handled significant dollar-value cases. He even collaborated with the U.S. Attorney’s office on covert operations. Michael’s exceptional work as an IRS Agent earned him numerous awards.

During his tenure at the IRS, he served as a Certified Tax Instructor, teaching at the Atlanta Regional IRS Training Offices as well as local and district offices.

Mr. Sullivan played a crucial role in training new IRS Agents and taught the Offer In Compromise Program.

For the past 40 years, Michael has operated a private practice focused on consulting taxpayers on IRS Audit and Collection tax resolution matters. He has successfully handled numerous complex cases for affluent individuals and large corporations.

Mr. Sullivan is deeply committed to the tax profession community and has actively participated in the South Florida circuit as a frequent speaker. He has served as an officer and board member of the Greater South Florida Tax Council.

Michael has hosted and moderated various Internal Revenue Service forums in both public and professional sectors.

He administers a Facebook Group with 4100 members called “IRS Representation, HELPFUL TAX TIPS TO SOLVE IRS PROBLEMS” and owns a YouTube Channel called “@HELP FROM A FORMER IRS AGENT,” which has amassed over 7000 subscribers and 300,000 watch hours.

Additionally, he is the founder of the TAX MOB GROUP which is the home of 300+ tax professionals specialized in Tax resolution services.

He loves his profession and is a true “giver”.

Watch our partner Mr. Michael Sullivan on Fox Business News

Mr. Sullivan has also appeared on ABC Washington, The Briefing Room, and discussed the audit and release of Donald Trump’s tax returns.

Professional Associations & Registrations

  • Dun  & Bradstreet  D-U-N-S # 05-928-3511 – Five Star Rating
  • SAM (System Awards Management) is active #  059283511/8DFH1
  • Department of Business and Professional Regulation Provider # 0007530
  • Lic Type: 0104
  • I/O: 11565185
  • Appl # 25498
  • File # 25238
  • DBPR License Type:  CPA Course Provider
  • DBPR Rank:  Provider
  • License Number:  PVD990

Bureau of Education and testing

  • Teaching course number for credit hours: 0022709
  • Course Title:  IRS TAX Representation
  • Course Hours:  2 credit hours

Registered with the Following:

  • The Florida Department of State
  • The Florida Market Place
  • The Internal Revenue Service as a Former Agent and Teaching Instructor
  • North American Industry Classification System (NAICS – SAM approved)
  • The Federal Acquisition Regulations (FAR -SAM approved)
  • The Commercial and Government Entity (CAGE- Sam approved)
  • US Department of Homeland Security (FEMA – SAM approved)
  • The Department of Defense (DOD- SAM approved)

The Florida Bar Certificate of Accreditation for Continuing Legal Education:

  • Michael D Sullivan Reference Number:  1708462N
  • Title:  IRS Tax Controversy & Resolution
  • Level Intermediate
  • General CLE Credits:  1.0
  • Tax Law Certification Credits 1.0

More about Sullivan

Michael graduated from St. Thomas University with a B.A. in Pre-Law. He also has attended Knox Theological Seminary.

Mr. Sullivan has obtained a Life Time Achievement Award for Little League Baseball and currently sits on the International Board for the Walk to Emmaus. Michael also is a proud member of the Life Work Leadership program.

Mr. Sullivan was the former District Leader of the United Methodist Church, SE District for the Florida Conference and served on the Board of Lay Ministry.

Michael is very active in the various ministries of his church where he can be found leading and teaching Biblical Studies. He has been the Southeast Florida District Lay Leader of the United Methodist Church and the Florida Annual Conference.

Mr. Sullivan also appeared on Net Grace FM, for the Christian Business Weekly show.

Mr. Sullivan has also received and been awarded “The Diocesan Synod Grand Patriot  Diocese Award” in Lagos, Nigeria.

Mr.Sullivan formerly sat on The Mobil 1 Twelve Hours of Sebring International Raceway Advisory Council (SIRAC).

He is also an avid bass fisherman, has a commercial racing license, and can be found on occasion skydiving. He has also coached 12 of Little League Baseball, JV Football at Cardinal Gibbons High School, Roller Hockey, Flag Football, Soccer and Basketball.

*Mr. Sullivan has been in private practice since 1983 in South Florida which gave roots to Michael D. Sullivan, Former IRS Agent. The firm began as Sullivan & Powell PA and through the years transitioned to its now current form.

Lucy Petry (CPA, Tax Attorney, Lawyer)

Lucy has experience in both industry and public accounting, managing and consulting for businesses, assisting taxpayers from tax preparation to representation before the Tax Court, and representing clients at the federal, state, and local levels. Prior to becoming an attorney Lucy managed her CPA practice and worked as a Controller and Accounting Manager for public and International manufacturing companies.

Lucy earned her MBA from the University of St. Thomas in Houston, followed by her JD from the South Texas College of Law Houston. While at South Texas, she earned the University and Texas State Bar Pro Bono Honors award. She was also the President of the Tax Law Society and a member of the Board of Advocates. She then went on to become an Adjunct Tax Clinic Professor at South Texas.

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In addition to her professional accomplishments, Lucy is an advanced diver and a pilot. She is fluent in Spanish and Portuguese and enjoys seeing and learning about the world, having traveled to more than 50 countries and has lived abroad.
Her accumulated experience as an attorney, business owner, CPA, and manager of a non-profit has fueled Lucy’s desire to help those in need and provide a holistic approach to business problems.

Education

  • The University of St. Thomas – Master of Business Administration (MBA)
  • South Texas College of Law Houston – Juris Doctor (JD)

Licenses

  • Admitted to Practice Law in Texas
  • US Tax Court
  • Certified Public Accountant

Memberships & Associations

  • American Academy of Attorney-CPAs
  • Texas Society of CPAs
  • American Institute of Certified Public Accountants
  • Texas Bar Association

David Hoines (Tax Attorney & Civil Litigation Attorney)

David graduated from Boston University with a Masters of taxation of law. David was fifth in his class.
He attended the University of Santa Clara with the jurist doctorate and graduated 19th in his class.
He graduated from the California State University with a bachelors of arts.
He was awarded first place in the Rebellion Forum first public policy about the “Taxman in the textbook.”

Mr.Hoines is admitted to the Supreme Court of the United States of America,
The Supreme Court of the state of California,
Supreme Court of the state of Florida, and the Appellate Division of the Supreme Court of the State of New York.

David also was admitted in the US Circuit Court of Appeals, the US Court of Claims and the United States Tax Court.

Memberships

  • David is a member of the American Bar Association, the Broward County Bar Association and a sustaining member the Association of trial lawyers of America.
  • David is a highly skilled tax attorney who can handle anything from a simple IRS notice or letter, representation before the Internal Revenue Service, and Tax Court as well.

Clayton Cruse (Attorney / Crypto / BitCoin / NFT)

  • Executive Office of the President of the United States
    May 31, 2018 – August 31, 2018
  • Education:
    Studied Master of Laws Taxation (LL.M) at Boston University School of Law Class of 2021
  • Studied Law at UDC David A. Clarke School of Law Class of 2020
  • Studied at University of Houston-Downtown Class of 2017

*Not everyone employed is listed. Other administration that work with us are not listed.

Chad C. Sliver (Attorney)

Silver Tax Group: Premier Experts in Criminal Tax Defense and Offshore Asset Cases (FBAR)

Silver Tax Group provides unparalleled expertise in Criminal Tax Defense and Offshore Asset Cases, serving clients nationwide. Led by Managing Partner Chad Silver, our firm is distinguished by more than four decades of collective experience in these specialized areas of federal tax law. Chad Silver, renowned for his assertive advocacy and a Lead Counsel Rating, has been consistently honored as a Super Lawyer for the past eight years.

With 14 years of dedicated practice in tax law, Chad Silver specializes exclusively in complex tax issues, bringing a targeted focus to each case. He excels in navigating complex tax issues, particularly focusing on defending against IRS actions in criminal tax matters and cases involving offshore assets. His approach involves intricate negotiations and litigation, ensuring optimal outcomes for our clients.

Chad Silver, who holds extensive admission rights to the U.S. Tax Court in all jurisdictions, leads our team with tenacity and profound legal acumen. If you are confronting serious tax challenges, especially in the realms of criminal tax litigation or offshore assets, Silver Tax Group is your essential resource for assertive and effective legal representation.

Herb Cantor (Former Appeals Officer, IRS Revenue Agent)

  • Certified Public Accountant (CPA)
  • Chartered Global Management Accountant (CGMA)
  • Bachelor’s Degree in Accounting- University of Miami
  • Masters Degree in Taxation (MST)

Born in Coral Gables, Florida, Herb’s career started with 2 years in public accounting at the international CPA firm Harris, Kerr Forster.

After 2 years, he was hired by the IRS and started in the Small Business Division as a Revenue Agent. He primarily audited “C” and “S” corporations and Schedule-C’s. He also acted as an acting group manager.

After 6 years, he was recommended to join the Appeals Division as an Appeals Officer.

He worked on hundreds of cases such as those involving individual income taxes, “S” and “C” corporation tax issues, whether the trust fund recovery penalty applied to various individuals, claims for refunds, whether a civil fraud or accuracy penalty applied to a tax understatement, unreasonable compensation from a corporation, whether a preparer penalty should be applied against a tax return preparer, under-reported income, whether a sale of an asset should be classified as a capital gain versus ordinary income, charitable contribution valuations, distributions exceeding basis in an “S” corporation.

Herb also worked Offers in Compromise, Doubts as to Liability and Collectibility and cases scheduled for trial before the United States Tax Court.

He also lectured before various professional groups such as the Greater Fort Lauderdale Tax Council, the Florida Institute of CPA’s and several radio talk shows.

Herb has received numerous commendation letters from taxpayers and their CPAs on cases he resolved While at the IRS, Herb even resolved cases with Mike Sullivan and Steve Jacob of this firm.

Herb’s areas of expertise are examinations of individuals, corporations, Appeals and negotiating with the IRS.

Herb was also a lay member of the Fee Arbitration Committee of the Broward County Bar Association.

After working in Appeals for 18 years, Herb moved to the Large Case Division of the IRS. He examined financial records of large corporations and proposed various tax issues. The largest case he was engaged in exceeded $20 billion in sales.

He met with numerous taxpayers and their CPAs and Attorneys in scheduling and performing tax examinations. He was also a consultant to the IRS Criminal Investigations Division to determine if their tax cases warranted a criminal or civil investigation

Alan C. Barber (Certified Public Accountant)

Alan has 30+ years’ experience as a Certified Public Accountant in Georgia and North Carolina specializing in business and individual tax issues. He is a graduate of the University of Georgia (BBA-Accounting) and Georgia State University (Master of Taxation). He currently has CPA offices in Atlanta, Georgia and Hendersonville, North Carolina.

Using his experience in private companies as CFO and Controller, he speaks the language of the business owner in complex tax resolution cases involving business and payroll taxes. Having represented individuals with tax problems, Alan leads the taxpayer through the process of dealing with the IRS by being proactive with tax preparation and negotiation.

Josh Katz (Certified Public Accountant)

Josh Katz is a highly experienced CPA who specializes in tax issues for Americans living abroad.  Josh has helped hundreds of individuals with unreported foreign assets, filing past due years through the Streamlined Procedure and other IRS amnesty programs including the Offshore Voluntary Disclosure Program.

Josh is well versed in the Foreign Earned Income Exclusion, Foreign Tax Credit, Controlled Foreign Corporations, Passive Foreign Investment Companies and foreign trusts.

Josh began his career as an auditor with Deloitte before he founded Universal Tax Professionals, universaltaxprofessionals.com, to help Americans living abroad get caught up with US taxes without worrying about additional taxes and penalties and while avoiding issues with the IRS.

Josh works with individuals and businesses both based in the US and abroad. He also works with foreign nationals investing in the US, and other tax matters

Josh helps entrepreneurs and businesses with even the most complex needs that other CPAs are afraid to tackle. He works through an online platform for those farther away. Whether it’s a mom-and-pop business, an international firm, or a larger company, business owners count on his expertise to help them succeed.

Rubén D. Valdés (EA, USTCP)

Founder of Tax Professionals of Austin and My Tax Problem Mentors MTPM.

Ruben D. Valdes, the founder of Tax Professionals of Austin, specializes in representing clients before examinations, collections, and appeals before the Internal Revenue Service. In addition, Mr. Valdes is also admitted to practice before the United States Tax Court; a privilege earned by less than 250 non-attorneys in the United States.

Founder of National Tax Problem Solutions specializes in representing clients before examinations, collections, and appeals before the Internal Revenue Service. In addition, Mr. Valdes is also admitted to practice before the United States Tax Court; a privilege earned by less than 250 non-attorneys in the United States.

Mr. Valdes was also the former 2nd Vice President of Texas Society of Enrolled agents (TxSEA). A principal duty of this position was to oversee education. Impeccable education is essential for TxSEA, thus many Former IRS Agents/officers form the society. Not only has Mr. Valdes instructed classes for TxSEA, he also assisted in organizing their major annual convention in June 2021.

Mr. Valdes continues to instruct nationally; he understands the importance of high-level education in the profession.

Mr. Valdes has instructed and written courses that cover fundamentals of taxation but has also taken part in high level complex topics, such as international taxation, tax controversy, and high-level tax planning. One of his missions is to teach taxpayers and other professionals the “Taxpayer Bill of Rights”; so, every taxpayer gets fair and just treatment, as the tax law intends.

Mr. Valdes was the author of Tax Court Says: IRS Timely Responded, Your Offer is Not Deemed Accepted an article from the EA Journal that was released in December 2022.

Mr. Valdes is a strong believer in high level tax education, this will lead to high levels of voluntary compliance across our nation.

 

Rubén D. Valdés, fundador de Tax Professionals of Austin y My Tax Problem Mentors MTPM.

Soy especialista en representación de contribuyentes ante auditorías, cobranzas y apelaciones ante el Servicio de Impuestos Internos.

Estoy habilitado para ejercer ante el Tribunal Fiscal de los Estados Unidos; un privilegio ganado por menos de 250 personas que no son abogados en los Estados Unidos.

Fui el ex segundo vicepresidente de la Sociedad de Agentes Inscritos de Texas (TxSEA). El deber principal de esta posición era supervisar la educación, ya que esta es esencial para TxSEA, por lo que muchos ex agentes/oficiales del IRS forman la sociedad.

No solo he impartido clases para TxSEA, sino que también ayudé a organizar su principal convención anual en junio de 2021. Hasta el día de hoy continuó instruyendo a nivel nacional.

Comprendo la importancia de la educación de alto nivel en la profesión. Por tal motivo me he dedicado a escribir cursos que cubren los fundamentos de la tributación, pero también he participado en temas complejos de alto nivel, como tributación internacional, controversia y planificación tributaria.

En junio de 2022, fui invitado a enseñar a ex empleados del IRS para su convención anual.

Una de mis misiones es enseñar a los contribuyentes y otros profesionales “Los Derechos del Contribuyente”; para que todo contribuyente reciba un trato justo y equitativo, como pretende la ley tributaria.

Soy autor de Tax Court Says: IRS Timely Responded, Your Offer is No Deemed Accepted, un artículo del EA Journal que se publicó en Diciembre del 2022.

Creo firmemente en la educación fiscal de alto nivel, y estoy seguro que esto conducirá a altos niveles de cumplimiento voluntario en toda nuestra nación.

Te invito a formar parte de la Comunidad Élite de Profesionales en Impuestos de Habla Hispana; Una comunidad donde los profesionales en impuestos nos reunimos para aprender unos de otros, y con especialistas de los temas más relevantes a la hora de representar ante IRS.

Soy autor de Tax Court Says: IRS Timely Responded, Your Offer is Not Deemed Accepted, un artículo del EA Journal que se publicó en diciembre de 2022 y creo

firmemente en la educación fiscal de alto nivel, esto conducirá a altos niveles de cumplimiento voluntario en toda nuestra nación.

Joshua A. Webskowski (EA, NTPI FELLOW, USTCP )

Joshua specializes in successfully resolving cases in all areas of tax resolution including liens, levies, & other IRS collections cases. He is experienced in all aspects of Tax Resolution cases regarding Currently Not Collectible, Offer in Compromise & Installment Agreement cases.

Joshua also represents individuals and small businesses before the IRS and Minnesota State Department of Revenue in income tax audits. For the past 10 years he has been licensed to represent taxpayers before the Internal Revenue Service as an Enrolled Agent.

Enrolled agents (EAs) are a diverse group of independent, federally authorized tax practitioners who have demonstrated a high level of technical competence in tax and are licensed to practice by the Internal Revenue Service and all 50 states.

Joshua currently serving a six-year term as President of the Minnesota Society of Enrolled Agents (MNSEA). He was elected to the position in June 2017 and is currently fulfilling the role of Immediate Past President. Joshua is also a member of the National Association of Enrolled Agents.

The history of Enrolled Agents dates to 1884 when Congress authorized the Enabling Act of 1884, also known as the Horse Act of 1884. Congress recognized a need to regulate individuals representing citizens dealing with the Treasury Department about their claims against the U.S. This act gave the Secretary of the Treasury the authority to regulate who can represent these individuals

Mr. Webskowski is distinguished as one of the very few non-attorneys admitted to practice as a practitioner before the United States Tax Court (USTCP). Joshua is a Fellow of the National Tax Practice Institute as well as a member of the National Association of Enrolled Agents and the National Association of Tax Professionals.

Peter Salinger ( EA, Former IRS Revenue Officer and IRS Appeals Settlement Officer )

Peter started his IRS career in 1986 as a Revenue Officer in the new York City area. He worked with taxpayers to resolve balance due and non-filing issues. After five years Peter became a Revenue Officer manager where he managed upwards of fifteen employees. During this time Peter managed a Revenue Officer training group and an Offer in Compromise group. Peter soon received a promotion to a collection Branch Chief where he oversaw five first line managers and approximately seventy-five employees.

Early in 2001, due to his spouse’s relocation for her employer transferred to the Tampa Florida IRS office where he became the first Appeals Settlement Officer to be located in that office. He worked various types of cases such as collection due process, trust fund recovery penalty, penalty appeals, and rejected offers in compromise. Peter also was involved in international collection issues while in Appeals. Due to his prior background in offer in compromise the majority of cases Peter worked while in Appeals was offer in compromise. Peter estimates he reviewed several thousand offers over his career. He was known as the resident offer expert. Peter remained in the Tampa Appeals office until his retirement in January of 2020.

During his IRS career Peter taught many classes covering new revenue officer hires, complex collection techniques regarding liens and levies, and offer in compromise investigative techniques. Over the years Peter was also involved in teaching continued professional education classes, some of which he developed the class material.

Peter also conducted many outreach seminars on behalf of the IRS. He has given presentations to CPAs, attorneys, and enrolled agents. Peter was also involved in developing presentations for tax officials visiting from other countries who wanted to learn how the IRS collection efforts work.

Peter always strives to secure the best resolution possible for the client. He uses his knowledge of IRS practice and procedures to do that. Peter enjoys watching baseball and hockey in his free time. He is the Missions and Outreach coordinator for his church for which is wife is the Senior Pastor.

JULIE LYNCH (Former IRS Agent & ENROLLED AGENT)

Julie Lynch recently retired after a 38-year renowned career as a Revenue Officer in the Collection Division of the Internal Revenue Service. During that time, she worked collection cases involving both individuals and businesses, and handled all aspects to resolve the cases; from securing OFfers-in-Compromise, installment agreements, reporting cases currently not collectible and requests for abatement.

She worked closely with all divisions within the IRS, including Examination Division and Taxpayer Advocate. She also met regularly with representatives of both the U. S. Attorney’s Office and the IRS Office of Chief Counsel. Julie taught several IRS classes, was an On-The-Job Instructor for new employees; and as a senior Revenue Officer, she acted as a mentor to lower graded employers.

She was often called upon for her expertise to assist with other departments within the Collection Division, as well as assisting employees within her group.

During her tenure, she received yearly Performance Awards, as well as a Regional Commissioner’s Award and a Certificate of Appreciation from the Secretary of the Treasury.

At the time of her retirement, she received the Albert Gallatin Excellent Service Award from the Secretary of the Treasury.

Robert Nordlander ( Former IRS Criminal Investigator)

Robert Nordlander spent over 20 years as a special agent with IRS-Criminal Investigation. He investigated various tax crimes ranging from simple embezzlement to tax evasion using foreign trusts. He is an author, speaker, podcast host, and consultant to attorneys who need forensic accounting and criminal tax expertise. He has a CPA license, CFE certification, and MBA degree. He is the principal member of Nordlander CPA, PLLC, a boutique forensic accounting and tax resolution practice.  His Amazon #1 bestselling book is “Criminal Tax Secrets: What Every Defense Attorney Should Know”, an insider’s guide to evaluating every stage of a criminal tax investigation.

Ronnie Hines (Former IRS Appeals Agent | Former California State Agent )

LaRonya Hines (affectionately known as Ronnie), is a former state tax agent having worked 7 1/2 years with the California State Franchise Tax Board and also a former IRS Agent, having worked as an Auditor, then as an Appeals Officer settling cases for the United States Tax Court, for a total of 11 1/2 years.

Ronnie specializes in both tax preparation and tax-debt resolution, using her internal expertise from working as an employee for both the state and federal tax agencies. Ronnie is great at rising to the challenge for a person in “tax-distress”, which could happen for a variety of reasons such as being in escrow on a property, required for personal/business loan acceptance, acquiring transcripts for school loans, you name it.  When you are in a pinch, Ronnie can get resolution or transcripts of your IRS data fast, within the hour or a max of 24-hour turn-around time!

Ed Babitzke (Former IRS Revenue Officer)

  • Ed Babitzke was a former IRS Revenue Officer with the Department of Treasury, Internal Revenue Service.
  • Ed covered 4 main states, Iowa, Nebraska, South Dakota and North Dakota.
  • Ed was a teaching instructor, on-the-job instructor and served as acting group manager on various occasions.
  • He is is a veteran and skilled former agent of the Internal Revenue Service and during the course of its career he worked in the wage and investment division as a tax resolution
  • representative known as TRR at the local taxpayer assistance Center.
  • He is skilled in all aspects of the collection division of the Internal Revenue Service including being an expert in trust fund taxes, payroll taxes, individuals, businesses,
  • corporations, and any entity that owes the Internal Revenue Service any amounts of money.
  • Ed was at the top of his career when he retired from Internal Revenue Service working the largest cases in his post of duty.
  • Lastly, he was also was a certified instructor for virtual face-to-face training for other revenue officers in the entire area teaching basic procedures to advanced technical issues.

Alysia Dahir (MBA)

We are proud to have Alysia R. Dahir MBA, Former IRS Agent on our staff.

Alysia has held positions with the Federal Government in The Department of Treasury (IRS) and The Department of Defense (Academic and Military Projects Army/Navy) along with global corporations in her early work as an Agent, Accountant and Analyst. She was a Revenue Agent.

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Her combined 18 years of government service, corporate accounting and individual business consulting define her as a leader. She has extensive experience with income tax preparation for individuals, corporations, partnerships, non-profits, estates and trusts, foreign expats, start-ups and community property.

She is a leader, demonstrating a rich knowledge in finance and accounting concepts/principles. Speaking to her character for authenticity she works with diverse groups of clients and companies. Her strategic goals are to align with business needs and targeted business solutions. Importantly she champions and commands strong advocacy of knowledge sharing and teams.

She also has a rich knowledge of the IRS being a former IRS Agent and knows the in’s and out of the IRS system

Education

  • Pursuant CPA ~ Engagement at USC, LA
  • Executive ~ Sustainable Business/System Sciences and Anthropologist, Pinchot, Seattle
  • MBA~ Intl Bus & Fin Western Intl, AZ
  • BS ~ Accounting WPCarey ASU, Tempe

Education

  • Pursuant CPA ~ Engagement at USC, LA
  • Executive ~ Sustainable Business/System Sciences and Anthropologist, Pinchot, Seattle
  • MBA~ Intl Bus & Fin Western Intl, AZ
  • BS ~ Accounting WPCarey ASU, Tempe

Professional Certifications, Associations and Memberships

  • American Institute of Certified Public Accountants(AICPA) ~ Member
  • Accounting & Financial Women’s Association (AFWA) ~ Member
  • National Tax Professional Association (NTPA) ~ Member
  • Beta Alpha Psi (Collegiate Accounting Society) ~Alumni
  • Arizona State University ~ Alumni
  • Fountain Hills Chamber of Commerce ~ Member
  • Networking 360 ~ Member
  • Center for Nonprofit Excellence ~ Member
  • Personal and Civic Activities
  • Curator ~ Syntony International
  • Organizer ~ TEDx Fountain Hills
  • TEDWomen ~ Events
  • TEDSummit ~ Events
  • TEDxRoma ~ Adventures
  • TEDxBeaconStreet ~ Adventure Catalyst
  • CoFounder, CFO ~ DQDinc (Education Non Profit)
  • Certified Educator AZ
  • Project Director ~ Arizona Consortium for the Arts

Dr. Ed Weir PhD

  • Former Manager, Social Security Administration
  • Former Specialist, Department of Welfare
  • Former Sergeant, United States Marine Corps
  • University Adjunct Professor
  • State Licensed Insurance Broker

Helping people across the country with:

  • Social Security
  • Retirement, disability, survivor and spouse benefits
  • Affordable Care Act (Obamacare), including ICHRA
  • Medicare
  • Parts A, B, C, D, Medicare Advantage, Supplements
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