William Smith
Trust & Estate Consultant at Platinum Trust Group | San Rafael, California, United States
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President at Terra Linda Tax Savings in March 2007 to Present
President at W. Smith Capital Appreciation in September 2013 to Present
President at Marin Total Financial in May 2012 to Present
Enrolled Agent, Financial Advisor at Marin Total Financial/ Terra Linda Tax Savings in March 2008 to Present
Trust & Estate Consultant at Platinum Trust Group in April 2021 to Present
Master Tax Advisor at Master Tax Professional H & R Block Northgate, San Rafael in December 2015 to April 2016
CA Registered Tax Preparer at H&R Block in November 2007 to April 2008
Marketing Director and CA Registered Tax Preparer at Jackson Hewitt in December 2006 to April 2007
Teacher/ Instructor at San Pablo Community College, Beacon Middle/High School in March 2002 to November 2003
Director of Food and Beverage, Executive Chef at Golden Gate Racetrack in February 1999 to July 2002
Senior Executive Chef at Levy Restaurant Services at Oakland Alameda Coliseum in August 1997 to November 1999
Director of Culinary Operations/ Gereral Manager/Corprate Executive Chef at Butler Catering, Club Management in July 1988 to June 1997
Director of Culinary Operations at Butler Catering in January 1988 to January 1997
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UGA, Terry School of Business, Executive course in Certification as Financial Planner, January 2011 to January 2014
Golden Gate University & U.C. Berkeley Extension, MBA, January 1996 to January 2000
CSU Hayward, Culinary Institute of America, Richard Stockton State College, Teacher Certification, AA in Culinary Arts, BA in Literature & Philosophy, January 1980 to January 1998
UGA Terry School of Business, Certified Financial Planner, January 2010 to January 2013
Golden Gate University, MBA in Hospitality Studies, January 1992 to January 2001
CSU Hayward, Multiple Subject Middle School Teaching Certificate, January 2000 to January 2001
Department of Treasury, IRS, Federal Authorization in highest credential issued by IRS/US Treasury, Enrolled Agent, January 2006 to January 2018
Richard Stockton University, Bachelor of Arts - BA, January 1973 to January 1976
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Budgets
Strategic Planning
Tax Accounting
Middle School Tutor
Chef/Caterer
Wealth Accumulation Strategies
Personal Tax Planning
Tax Audit Representation
Personal Income Tax Returns
IRS problem resolution
C-Corp
Pass-through Entities
1120S
Drake Tax Software
Small Business Tax
Accounting for Small Businesses
Sole Proprietors
Business Entity Selection
Estate Tax Planning
Revocable Trusts
Wealth Preservation Planning
College Savings Plans
Roth IRA
Rollovers
403 b
Simple IRA
Coverdell
Traditional IRA
Tax Returns
Small Business
Public Speaking
Finance
Customer Service
Marketing
Leadership
Social Media
Microsoft Excel
Tax
Financial Planning
Accounting
Retirement Planning
Management
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Discover more about Platinum Trust GroupWhat is William Smith email address?
Email William Smith at [email protected]. This email is the most updated William Smith's email found in 2026.
How to contact William Smith?
To contact William Smith send an email to [email protected].
What company does William Smith work for?
William Smith works for Platinum Trust Group
What is William Smith's role at Platinum Trust Group?
William Smith is Trust & Estate Consultant
What is William Smith's Phone Number?
William Smith's phone (213) ***-*473
What industry does William Smith work in?
William Smith works in the Financial Services industry.
William Smith Email Addresses
William Smith Phone Numbers
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