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Asa Taylor Bearse, Tax Prep and Accounting Services

November 6, 2015 by angishields

Georgia's Top CPAs
Georgia's Top CPAs
Asa Taylor Bearse, Tax Prep and Accounting Services
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CPA

Asa Taylor Bearse / Tax Prep & Accounting Services

 

 

Tagged With: Kilpatrick Advisors, Steve Kilpatrick

Georgia’s Top CPAs with Steve Kilpatrick, RadioX Host

October 2, 2015 by angishields

Atlanta Business Radio
Atlanta Business Radio
Georgia's Top CPAs with Steve Kilpatrick, RadioX Host
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ABR

Steve Kilpatrick / Kilpatrick Advisors  Linkedin Twitter Facebook

 

Georgia’s Top CPAs is a groundbreaking new forum that highlights elite Georgia-based accounting professionals in all areas of the profession Forensic Accounting, Government, Tax, Auditing and Assurance Services, Budgetary, Financial, Managerial, Cost Accounting, Non-Profit accounting, accounting education and accounting information systems.

Steve Kilpatrick is a former CPA and is a certified financial planner and registered principal with over 20 years of experience in the financial services industry.  He is a member of the Atlanta Estate Planning Council, The Georgia Society of CPAs  and serves on the Small Business Advisory Board for the Georgia Chamber of Commerce.

 

 

 

Stephen Kilpatrick is registered with and securities are offered through Investacorp, Inc. A Registered Broker Dealer Member FINRA, SIPC. Investment t Advisory Services are offered through Investacorp Advisory Services, Inc. An SEC registered Investment Advisory Firm.  The opinions contained in this broadcast are those of Stephen Kilpatrick and not of Investacorp. The information provided is intended for general information purposes only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult with your financial professional regarding your individual situation. Past performance is no guarantee of future results.

 

 

Tagged With: Georgia's Top CPAs, Kilpatrick Advisors, Steve Kilpatrick

Steve Kilpatrick with Kilpatrick Advisors, Jeremy Bowen with Unishippers, and Janet Young with AWSCPA

October 1, 2013 by angishields

Midtown Business Radio
Midtown Business Radio
Steve Kilpatrick with Kilpatrick Advisors, Jeremy Bowen with Unishippers, and Janet Young with AWSCPA
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MBR

Steve Kilpatrick/Kilpatrick Advisors

Steve has been a member of the financial services industry since 1993, is a Certified Financial Planner (CFP®) practitioner and holds the securities industry Series 7 and 63 industry exam certifications, and is securities licensed through Investacorp Inc., a registered Broker/Dealer – member FINRA & SIPC. Prior to joining the financial services industry he worked as a Certified Public Accountant (CPA) with Catarineau & Givens PA of Miami and with Thomson Brock Cherry & Co. of Tallahassee, FL. A graduate of Stetson University, he earned a Bachelor of Business Administration – Accounting. Steve’s industry experience includes previous positions as Vice President of Investments with Prudential Securities (Atlanta) and First Vice President of the Private Client Group of Robert W. Baird & Co. (Atlanta).

In an effort to provide greater service to each client, Steve has also earned the Personal Financial Specialist (PFS) designation. The Personal Financial Specialist designation, established in 1987 by the AICPA, recognizes considerable professional experience in financial planning. The PFS program is administered by the PFP Division of the AICPA, which was formed in 1986 to assist in the growing practice of personal financial planning.

 Jeremy Bowen/Unishippers

Local business owner and franchisee Jeremy Bowen with Unishippers Middle Georgia opened his Unishippers business this past June as his second small business since college. Having worked for the Unishippers Macon franchise several years ago in sales, Bowen pursued the opportunity to open his own franchise in his hometown of Griffin for two reasons: 1) Unishippers is one of two resellers for UPS, which is the world’s largest package delivery company and global leader in transportation and logistics, and 2) Unishippers has gone to great lengths to establish partnerships with 40 plus freight suppliers, establishing itself as the largest reseller of shipping services in the nation with the ability to offer the best deals and discounted rates for small to mid-sized businesses.

Janet Young/AWSCPA-Georgia

Janet Young is the National VP of Membership for the American Women’s Society of CPA’s (AWSCPA) and the most recent past president of the Georgia Chapter of the AWSCPA. Her mission for the year was to “Nurture and Grow.” The AWSCPA Georgia chapter is a network of women devoted to tax and accounting. They are in the business of developing future Women CPA Leaders in Atlanta. They offer excellent and affordable Continuing Professional Education, selecting only the best speakers that address today’s issues in a relaxed environment.

 

Tagged With: Kilpatrick Advisors, Steve Kilpatrick, Unishippers

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