Credentials and Licenses of Dr. Ogden C. Page
Enrolled Agent (EA)
An Enrolled Agent (EA) is a federally-licensed tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the Internal Revenue Service. Enrolled Agents go through strict application procedures, exams and continuing education.
National Association of Enrolled Agents (NAEA)
www.naea.org
The National Association of Enrolled Agents (NAEA) is a national association of over 11,000 independent, licensed tax professionals. The association is dedicated to helping its members maintain the highest level of knowledge, skills and professionalism in all areas of taxation.
California Society of Enrolled Agents (CSEA)
www.csea.org
California Society of Enrolled Agents is recognized as the professional organization for Enrolled Agents in California, designed exclusively to promote and protect the interests of Enrolled Agents. CSEA has an extensive public information and awareness program to educate the public about Enrolled Agents - who EAs are and what they do. CSEA is one of the largest professional organizations of Enrolled Agents in the country. Together with the National Association of Enrolled Agents, CSEA maintains an active voice in both state and federal tax legislation and has contributed directly to many of the changes to tax laws and regulations over the years.
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California Board of Accountancy (CBA)
www.dca.ca.gov/cba
California Board of Accountancy regulates the accounting profession for the public interest. Licensed practitioners are the Certified Public Accountant (CPA) and the Public Accountant (PA). The Board currently regulates more than 75,000 licensees, the largest group of licensed accounting professionals in the nation.
A Certified Public Accountant (CPA) is a person who has met the requirements of California state law and has been issued a license to practice public accounting by the California Board of Accountancy.
A Public Accountant (PA) is a person who has met the requirements of California state law and has been issued a certificate of public accounting from the California Board of Accountancy.
Only persons who are licensed by the Board may call themselves a Certified Public Accountant or Public Accountant.
The Licensure Program ensures that individuals possess the necessary knowledge and qualifications to competently and ethically practice public accounting. The examination and license elements of the program provide entry level competence. Because of the dynamic, progressive nature of the profession, licensees continually must update their skills and knowledge to remain qualified to practice. The continuing education and report quality monitoring functions focus on ensuring that licensees maintain the current professional knowledge necessary for competent performance. A licensee who completes the required continuing education is renewed as "active." A licensee who does not complete the required continuing education is renewed as "inactive" and may not practice public accounting.
The objective of the Board’s Enforcement Program is to protect consumers, minimize substandard practice, rehabilitate licensees, and discipline licensees, as warranted. This program is staffed with professional Investigative CPAs. The Board’s enforcement activities include investigating complaints against persons practicing without a license and taking enforcement actions against licensees for violations of Board statutes and regulations. In addition, this program monitors compliance with continuing education requirements, and it actively reviews the work products of CPAs, PAs, and CPA firms to ensure compliance with appropriate accounting standards.
American Institute of Certified Public Accountants (AICPA)
www.aicpa.org
The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants. Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.
In fulfilling its mission, the AICPA works with state CPA organizations and gives priority to those areas where public reliance on CPA skills is most significant.
California Society of CPAs (CalCPA)
www.calcpa.org
With 30,000 members, CalCPA is the most populated state CPA society in the nation. CalCPA’s membership is about 10 percent of the AICPA’s. It truly puts California on the forefront, nationally, as the largest state CPA society.
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Personal Financial Specialist (PFS)
www.aicpa.org
The AICPA has established a credential for CPAs who specialize in personal financial planning (PFP). The Personal Financial Specialist (PFS) credential distinguishes CPAs who specialize in personal financial planning. It is granted exclusively to CPAs with considerable PFP experience who want to demonstrate their level of knowledge, skill, and experience by earning this exclusive credential. This designation can only be acquired by CPAs who are AICPA members. A CPA is granted this designation only after demonstrating experience in personal financial planning services and meeting other accreditation requirements established by the AICPA.
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Certified Financial Planner (CFP)
The public is too often confused about how to select a financial planner. As increasing numbers of people in financial services call themselves "financial advisers," financial planning professionals need a way to differentiate themselves and demonstrate quickly that they are competent and capable. That differentiator is the CFP certification.
Certified Financial Planner Board of Standards, Inc. (CFP Board)
www.cfp.net
Certified Financial Planner Board of Standards, Inc. (CFP Board) awards the certification and regulates the 55,000 professionals holding the certification in the United State.
Financial Planning Association (FPA)
www.fpanet.org
The Financial Planning Association (FPA) connects those who need, support and deliver financial planning.
Financial planning is the process of establishing personal and financial goals and creating a way to reach them. The ongoing process involves taking stock of all your existing resources, developing a plan to utilize them, and systematically implementing the plan in order to achieve your short-and long-term goals. The plan must be monitored and reviewed periodically so that adjustments can be made, if necessary, to assure that it continues to move you toward your financial goals.
Everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. FPA's primary aim is to be the community that fosters the value of financial planning and advances the financial planning profession.
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Certified Divorce Financial Analyst (CDFA)
Institute for Divorce Financial Analysts (IDFA)
www.institutedfa.com
The Institute for Divorce Financial Analysts (IDFA) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.
The financial issues inherent to every divorce case are often times the ones that are the most overlooked. However, once a divorce settlement has been signed, it’s too late to change it. Who should keep the house? How much will it cost to live post divorce? How can the retirement accounts be split? How can a business be offset? Should a business be valued? What is the value of health care benefits? Most important of all, will the clients be able to financially survive (and thrive) with the settlement post divorce?
A Certified Divorce Financial Analyst (CDFA) is trained to answer these questions and more for men and women in the process of divorce and to provide litigation support for their attorneys, which help them prove and often settle their case.
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Certified Cash Flow Consultant (CCFC)
American Cash Flow Association (ACFA)
www.americancashflow.com
The American Cash Flow Association manages the infrastructure of the cash flow industry. The cash flow industry constitutes the buying, selling, consulting, facilitating and/or funding of privately held income streams, primarily in the secondary market. An income stream is a future payment or series of payments, also called a debt instrument or cash flow instrument. The cash flow industry does not lend money, does not broker loans, and does not create or originate notes, mortgages, or debt instruments.
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Certified Valuation Analyst (CVA)
National Association of Certified Valuation Analysts (NACVA)
www.nacva.com
The National Association of Certified Valuation Analysts supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.
The National Association of Certified Valuation Analysts trains and certifies Certified Valuation Analysts to perform business valuations as a service to both the consulting community and the users of their services. Through training and rigorous testing, CVAs demonstrate they are qualified to provide capable and professionally executed valuation services. Users of valuation services benefit by having greater confidence that the service they receive is professional in quality, adheres to industry standards of practice, and meets a level of expertise the Association deems credible and worthy of one of its certified members. A primary requirement for becoming a CVA is to hold a valid license as a Certified Public Accountant (CPA).
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Certified Wealth Preservation Planner (CWPP)
Certified Asset Protection Planner (CAPP)
Asset Protection Society (APS)
www.assetprotectionsociety.org
No estate, financial or tax plan can be complete without incorporating asset protection. Asset protection planning is now emerging as its own recognized discipline in the advisory world. The Asset Protection Society (APS) deals with the problems that plague clients and advisors on the topic of Asset Protection. The APS provides the public with a list of advisors who have been “rated” by the Society.
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Master of Business Administration (MBA) and Philosophy Doctor (PhD) are academic degrees.
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