Managing Shareholder
Background:
• 40 years experience
• National Firm experience with PricewaterhouseCoopers
• General Securities Representative (Series 7)
Education:
• Bachelor of Science degree, Syracuse University
• Master of Science degree in Business Administration, University of Colorado
• Master of Science degree in Taxation, Bentley College
Affiliations:
• American Institute of Certified Public Accountants
• Massachusetts Society of Certified Public Accountants
Activities:
• New Bedford Whailing Museum, Board of Directors
• Zeiterion Performing Arts Center, Treasurer and Board of Directors
• University of Massachusetts (Dartmouth) – Chairman Accounting and Finance Advisory Council
• New Bedford CEO Council
• MSCPA Federal Tax Committee
Other:
Jeff is a frequent speaker and writer on tax planning and compliance issues affecting individuals and small to mid-size businesses. He has spoken at the American Institute of Certified Public Accountants’ National Tax Institute in Washington, D.C., at the Bentley College Tax Institute, and on behalf of the Massachusetts Society of Certified Public Accountants.
Contact Information:
Ext 207
jraymon@rpz-cpa.com