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EDUCATION: Kaplan University Covington, KY 2013 to present Certified Financial Planner courses: courses involving planning for finances, insurance, employee benefits, investments, securities, retirement, estate, asset protection, state/federal income tax, transfer tax, and gift tax. Northern Kentucky University Highland Heights, KY 2000-2003 and 2008 Masters of Business Administration: · Educated in financial analysis. · Educated on management structure, management organization, and project management (which includes the art of negotiation, communication, delegation, and networking). · Able to do tax research; tax analysis research, policy implications, and use of quantitative analysis. · Understanding of financial accounting theory and practice in the determination of income, valuation of assets, liabilities, and equities for external reporting as well as their recording process (application of GAAP). · Understanding of the four primary financial statements and their interrelationship, as well as their foundation in business events. · Able to recognize, analyze, and suggest solutions to ethical dilemmas in compliance with tax laws. Honors: Full Tuition Scholarship and Partial Book Scholarship for Summer 2000 GPA: 3.47 University of Cincinnati Cincinnati, OH 1999-2000 The Ohio State University Columbus, OH 1990-1995 Bachelor of Education and certified minor in Spanish Honors: Full Tuition Award and Scholarship, Honors Society, and Dean’s List in 1995
Allison is very positive and enthusiastic. My daughter enjoys her lessons very much!
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