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What are some of your proudest professional accomplishments?

  • Writer: McFate Diner
    McFate Diner
  • 3 days ago
  • 1 min read

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I passed the IRS Enrolled Agent exam on my first try after studying for the exam for a full year.  I learned how to manage an accounting business, branched out on my own, and successfully managed my own firm for over 25 years until I retired.  I was never sued nor sanctioned during my career.  I helped many individuals succeed in their own businesses, negotiating many obstacles outside their control.   I helped many families put their kids through college, work and plan to retire with wealth, and developed great personal relationships with both colleagues and clients along the way.  I helped plan for my Dad’s early retirement and kept my parents books for over 30 years until they died.   I practiced focused continuing education with the needs of my family and client base in mind.   I became certified in Professional Fiduciary Management for Trustees specifically to help my family safeguard and pass down assets.  I have enjoyed my career and the ongoing education gained over the years, however, I feel my greatest accomplishment is retiring at 55 after significant sacrifice, consistent planning, and a huge amount of luck.

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