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Accredited Tax Advisor® (ATA)


This credential is for practitioners who handle sophisticated tax planning issues, including ownership of closely held businesses, qualified retirement plans and complex estates. You must have five years of experience in tax preparation, compliance, tax planning and consulting, of which 40% must be in tax planning and consulting.

 


               
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Securities offered through
J. W. Cole Financial
J.W. Cole Financial, Inc.   Member NASD/SIPC
Advisory Services offered through Jonathan Roberts Advisory Group, Inc.

3550 Buschwood Park Drive, #135  •  Tampa, FL  33618
(813) 935-6776  •  (813) 935-6775 FAX