MADISON, Wis., Feb. 6 /PRNewswire/ — WealthCounsel, LLC announced today the appointment of Randy Gardner, J.D., LL.M., MBA, CPA, as director of education. Gardner will lead the company’s continuing legal education curriculum and practice building programs designed to assist estate planning attorneys in mastering their legal expertise, and building successful estate planning practices.
Gardner, a tenured professor of tax and financial planning at the University of Missouri-Kansas City (UMKC), brings to WealthCounsel an extensive and impressive background as a teacher, writer, and speaker. His teaching background includes specialized expertise in individual tax, personal financial planning, and estate planning. He is the co-author of a number of books, including 101 Tax Saving Ideas, as well as Tools and Techniques of Income Tax Planning.
In addition to spearheading WealthCounsel’s education initiatives, Gardner will continue to serve in his current teaching capacity at the Block School of Business and Public Administration at UMKC. His accomplishments at the university include having initiated the university’s graduate tax program, and having founded the Certificate in Financial Planning Program of which he is currently the director. In 1997, Gardner was recognized as Educator of the Year by the Missouri Society of CPAs.
Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University; his J.D. and MBA degrees from the University of Kansas; and a Master of Laws in Taxation from UMKC. He serves on the editorial board of The Journal of Financial Planning, and the Council on Examinations of the Certified Financial Planner Board of Standards. Articles that he has written have appeared in The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies, and Tax Adviser.
“We are truly fortunate to have someone with Randy Gardner’s expertise and teaching background lead our education initiatives,” said Laura Wilson, executive director of WealthCounsel, LLC. “With Randy at the helm, we believe WealthCounsel’s continuing legal education curriculum will be the preferred choice for estate planning attorneys throughout the country,” Wilson added.
About WealthCounsel(R)
WealthCounsel(R) is a registered trademark of WealthCounsel, LLC, a membership-based organization of more than 1,000 law firms, and a leading provider of tools and intelligence to the nation’s estate planning community. The company, which celebrated its tenth anniversary in June 2007, is known for its Five-Star Practice Solution(TM), a unique blend of the WealthDocs(TM) document drafting software, collaborative community of practitioners, discussion forums, relevant CLE, and practice building resources. WealthCounsel shares ownership in two sister companies, ElderCounsel, LLC, and the Advisors Forum, LLC. For more information, visit http://www.wealthcounsel.com/.
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Source: WealthCounsel
