Tax & Estate Planning Knowledge Circle: Tax Tips and Tricks Thru My Career

5 (2 votes)

Guest speaker Mark Prendergast will take us thru 20 or more vignettes of tax and estate planning strategies that he has successfully employed during 40+ year career. The purpose is to reveal client solutions and strategies that the planner can employ currently or in the future. Some will be very recognizable, and therefore a review of fundamental strategies. We are confident that there will be a number of “Ah Ha” moments for others. Please join us for about 40 minutes of presentation followed by 20 minutes of discussion.

Competency Level: Intermediate

FPA Competency: Critical Thinking

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Mark Prendergast, MS, CPA, CFP®, CDFA®, MSAP®

Director of Tax Strategies

Inspired Financial

Mark Prendergast is the Director of Tax Strategies at Inspired Financial, a comprehensive financial planning firm in Huntington Beach, California, where he heads up the divorce consulting department. He is a practicing CDFA®, CPA, and CFP® and has given numerous continuing education presentations for a variety of organizations, including the Institute for Divorce Financial Analysts (IDFA), the Financial Planning Association (FPA), California Society of CPAs, Wealth Counsel, and the National Association of Personal Financial Advisors (NAPFA).

He started his career with the international accounting firms Ernst & Young (then Ernst & Whinney) and Price Waterhouse having attained the position of tax manager. He is married to Evelyn Zohlen, the 2019 president of the Financial Planning Association, who is also the founder of Inspired Financial.