Tax Tips for Seniors Presentation

On January 9, 2019, Eliot Ullman presented “Tax Tips for Seniors” to a group in Beverly Hills who work with senior citizens.  The participants learned about various tax topics including pension and IRA beneficiary rules, property tax transfers and reassessments, and...

Eliot Ullman Teaches Intermediate/Advanced Excel

Eliot Ullman instructed an Intermediate/Advanced Excel computer seminar on November 10, 2018.  The seminar was sponsored by the San Gabriel Valley Chapter of the Institute of Management Accountants.  Students learned many functions and tricks to improve their Excel...