Open Forum – Q&A Discussion
By Alexis Jensen, CPA
We will be discussing a potpourri of topics and scenarios. Join us for an interactive session as we explore differing approaches and perspectives on handling situations that we all may encounter as estate planning professionals.
For SBEPC Members Only
Alexis is Founder and Managing Partner of Jensen & Co. CPAs. Alexis’ firm specializes in estate and tax planning, international tax, tax planning for real estate portfolios, small to medium size business planning, consulting, and business management, and trust administration and accounting.
Previously, Alexis was Managing Partner of Jensen Cheng, LLP, CFO for Home Ownership for Personal Empowerment, Inc., Vice-President/Shareholder at Zdonek & Wolowicz Accountancy Corp, and Partner at Bunyan & Jensen.
Alexis holds a Bachelor of Science degree in business and accounting from Cal State Long Beach.