Karen Brosi

Karen Brosi, EA, CFP
EA, CFP
karen@brositax.com
(650) 327-2765

Karenbrosilogo
Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching tax professionals what they need to know to optimally assist their clients. Karen was the recipient of the California CPA Education Foundation 2012-2013 Outstanding Webcast Instructor award.

About Us: Karen advises clients in individual tax and family wealth planning. A frequent lecturer, Karen has written articles on various tax and financial planning topics and has been widely quoted in the print media, particulary the San Jose Mercury News.

Archived Webinars Offered

2021 NEW TAX LAW FOR INDIVIDUALS AND BUSINESSES

Date RecordedFebruary 4, 2021  CostFREE  Course Length2.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Attorney, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent