Tax – Planning Strategies
Program Titles
- Income taxes, tax planning, business planning, general business, management.
- Basic Trust & Probate Accounting
- Hands On – Form 1041 — Estates
- Choices for Lump Sum Social Security
- Lump Sum from Retirement account or annuity
Alice Orzechowski, CPA, CMA, EA, speaks nationally for the National Association of Tax Professionals.
Her engagements include both professionals and parents of college-bound students.
A subject matter expert on tax planning for college expenses.
Alice has received numerous awards from her peers and the community.
Alice remains abreast of today’s parents’ issues in providing their children with higher education.
Alice developed and presented the program “Tax Planning for College Expenses.”
Alice Orzechowski, BS degrees in Economics and Accounting and an MS in Administration and Management. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent.
Alice has provided advice on tax-related matters in The Washington Post, The Frederick News-Post, various AARP publications, Wall Street Journal Radio, CNN, and Today’s Woman Television.
Alice has developed a wealth of tax-related knowledge. She is published on tax planning for college expenses and is a recognized expert on inter-generational wealth transfer. Alice manages the estate and trust work, helping arrange and distribute tax-efficient assets and draft wealth transfer plans. She is also well-versed in federal and local corporate tax laws and advises hundreds of clients on corporate tax strategy.
What the attendees had to say:
· Excellent! The course provided beneficial information.
· Instructor provided a wealth of information. Very knowledgeable. I thoroughly enjoyed the program.
· This is the best seminar I’ve ever attended for content and presentation. The Instructor is ready to graduate from NATP and go on to CNBC.
· This is one of the best tax seminars I’ve attended.
· The best workshop I have attended on this subject matter.
· Fantastic seminar. The Instructor was enthusiastic and kept her audience’s attention. I learned so much more than I expected.
· Alice, I did not expect this course to be so interesting, informative, and valuable. Thank you for this beautiful surprise.
She holds BS in Economics and Accounting from the University of Maryland and an MS in Administration and Management from Hood College.
She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent.
Alice has provided advice on tax-related matters in The Washington Post, The Frederick News-Post, various AARP publications, Wall Street Journal Radio, CNN, and Today’s Woman Television.
She has developed a wealth of tax-related knowledge. She is published on tax planning for college expenses and is a recognized expert on inter-generational wealth transfer.
She is also well-versed in federal and local corporate tax laws and advises hundreds of clients on corporate tax strategy.
Books by Alice L. Orzechowski, CPA, CMA , EA
Book Alice L. Orzechowski, CPA, CMA , EA for your Event!