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About Wellman Financial Consulting "Taxes in Mexico" |
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Marian T. Wellman
* Federal Income Taxes ©2008-2011 by Marian Wellman |
Marian Wellman has had an income tax and
financial planning practice for over 25 years, and is thoroughly educated
and trained in all aspects of financial advising. Following receipt of an
MBA in Finance from University of Colorado, she began her career in 1983
with the predecessor of today’s Ameriprise Financial Services, a division
of American Express. She spent ten years with a boutique Denver firm
specializing in income tax preparation, comprehensive financial planning,
real estate and investments, and launched her own private practice in
1996. Wellman Financial Consulting, partnering with estate planning attorneys and insurance executives, provided a unique combination of complete financial advice for each client, from the simplest tax preparation to comprehensive planning. In addition, Marian also served as a Planned Giving Director for a church-based multi-state charitable foundation, and served on boards of several non-profit agencies. Marian has earned many certifications and designations, including Enrolled Agent (enabling client representation before the IRS), was a former Certified Financial Planner, Certified Estate Planner, as well as Registered Principal for her firm. An accomplished public speaker, she provided dozens of lectures and workshops yearly on a full range of tax planning and financial topics to audiences in several states, as well as a 10-part tax series on local television. |
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