Ben K Mensah

Investment Advisor Representative @Hd Vest Financial Services

Worcester, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2014 — Present

Investment Advisor Representative @Hd Vest Financial Services

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Worcester, MA, US

Cross sell investment products to meet client\'s goals.Render advise in establishment of accounts, trading, distribution of investment products.Provide comprehensive financial planning to Clients.

SKILLS

CpaSales TaxCorporate TaxOffers in CompromiseIrs Problem ResolutionBusiness Entity SelectionTax Preparation1120sTax Representation & AdvisingStrategic Financial PlanningTax Return PreparationTransfer PricingLike-Kind ExchangesIrs Enrolled AgentForeign Tax CreditEstate Tax PlanningTax AccountingTax CompliancePass-Through EntitiesUs TaxPartnership TaxationIndividual ReturnsMulti-State Tax ReturnsIrsIrs - Tax PractionerFinancial ReportingTax Dispute ResolutionEstate PlanningPersonal Tax PlanningTax LawTax ResearchInternational Tax ConsultingVoluntary DisclosureOecdDomicileTaxFellow - National Tax Practice InstituiteTransfer Pricing AnalysisIncome TaxForeign Nationals

ABOUT BEN K MENSAH

Personal Financial Specialist (PFS) Tax Consulting & …

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Ben K Mensah — Investment Advisor Representative at Hd Vest Financial Services in Worcester, MA, US | Unifers