| Ben Lawler
CPA & LPL Financial Planner
|
| Member of
California Society of Certified Public Accountant | 11601 Wilshire STE 500
Los Angeles, CA 90049
(310) 866-8976, (818) 523-1391
E-mail:
This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
www.thinkproactively.com | Member of
American Institute of Certified Public Accountants
|
| Experience | ProActive Advisors, Inc., Los Angeles, California (2/02- Present)
CEO & PRESIDENT: - Strategic, Financial, and Tax Planning for personal, corporate, and LLC clients.
- Set up company infrastructure for multi-state and multi-national clients.
- Tax planning for high net worth individual, corporate, and LLC clients.
- Executive Business plan and monthly presentation to Board of Directors.
Richard Blithe CPA, APC firm, Woodland Hills, California (99 - 2/02)
OPERATING MANAGER: - Manage firm’s daily operations.
- Strategic planning for personal, corporate, and LLC clients.
- Responsible for research and development.
- In charge of computer operations and computer consulting
Edward White & Co., LLP; CPA firm, Woodland Hills, California (10/96 - 99)
SUPERVISOR ACCOUNTANT: - Schedule, plan, supervise, and complete financial audits and reviews for various clients industries.
- Prepare full disclosure financial statements in accordance with Generally Accepted Accounting Principals.
- Develop, maintain, and supervise continuing education programs for all professional staff.
- Assist in the budgetary and forecasting process of the firm’s 5-year plan.
- Prepare multi-state and consolidated corporate tax returns.
- Tax compliance, planning, research, and projections
. | | Education | University of California, San Diego (4/97)
Certificate of Accountancy University of Southern California (8/95)
Bachelor of Arts degree Series 7 General Securities NYSE/NASD
Series 66 Uniform Combined State Law Examination | Honors & Awards | Instructor, Tax & Accounting 498, California State University, Northridge
"Who’s Who" publication for excellence as a business leader, Dun & Bradstreet
American Institute of Certified Public Accountants
Member of the Institute for Managerial Accounting
Leadership Scholarship
Eagle Scout Award, Boy Scouts of America | Skills & Interests | Advised over 20 C corporations, over 50 S corporations, and over 20 Limited Liability companies. Sat on the Board of Directors for three different corporations. Also specialize in due diligence for private and public offerings. One engagement included a valuation and acquisition for $18,000,000 cash, plus common shares of stock as well as preferred shares of stock. |
copyright 2008 by Ben Lawler
|
|
Last Updated ( Saturday, 31 January 2009 )
|