Yahoo!
Inc.
On
behalf of the Yahoo! Folks that attended your presentation,
we wanted to thank you for your very informative
options and employee stock purchasing tax class.
As you can see by the huge turnout, there was and
still is a tremendous need for a professional like
yourself to field questions and go through the very
complicated world of options and taxes. I am still
receiving praise from co-workers for organizing
the class and would love to have you back soon.
Ami
Goodhart — (YHOO)
24/7
Media, Inc.
I
want to thank you for coming to our offices on January
20th and again on January 27th
to conduct option seminars for our employees. The
seminars were very informative and our employees
were very appreciative. In fact, I would like to
schedule another session for those who were unable
to attend the January meetings.
Audrey
M. Blauner — (TFSM)
Pfizer,
Inc.
Thank
you for the wonderful stock option presentations
you conducted. We have been looking for someone
to explain and answer questions on this all important
area, and you delivered.
Allison
Platt — (PFE)
Sanders,
Smith, Miller & Jordan, LLC
On
behalf of our firm , our financial advisors and
representatives, we wanted to thank you for your
very informative options and equity compensation
tax class. I am certain that as particular situations
arise with clients we will be relying on your expertise
to guide us and our clients in making informed decisions
concerning their options and tax choices.
Gary
B. Miller
Carr
& Associates, Inc.
I
just wanted to thank you for all of your help and
patience in advising us on the best way to handle
our employee stock options. As I expressed to you
a number of times, I don’t see how anyone could
figure this out on their own! What looks like such
an easy windfall is such a morass of cash flow and
tax implications. I am bewildered at the complexity-especially
the AMT. Due to you, we have a plan to minimize
the tax hit.
Jeffrey
A. Carr
Marymount
Manhattan College
All
of us in Continuing Education at Marymount Manhattan
thank you for the excellent
classes
taught on retirement planning and tax preparation.
As you know, our students are amongst the most sophisticated
in New York City. As a result our faculty have to
communicate effectively and with enthusiasm in addition
to being experts in their field. It is a pleasure
to have you on our faculty and I look forward to
having you continue to teach these courses.
Mary
Kay Jeynes
Intervillage
Continuing Education
I
want to take this opportunity to thank you for your
continued participation as an instructor of financial
courses in the Inter-Village Continuing Education
Program which serves Ardsley, Dobbs Ferry, Hastings
and Irvington. The depth and breadth of knowledge
in your field and quality of your instruction are
valuable assets to our program. Our participants
are the beneficiaries of your expertise and their
satisfaction is our main objective. I hope you will
be on our instructor roster for many years to come.
Helen
Anbinder
