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K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness
N = Nominated for Expert of the Month
| Date | User | K | C | T | P | N | Comments |
|---|---|---|---|---|---|---|---|
| 2007-11-29 | Sharon | 10 | 10 | 10 | 10 | No | |
| 2007-11-19 | Sherry | 10 | 10 | 10 | 10 | Yes | Thank you so much for your answer. Very professional and prompt. It really helped. |
| 2007-11-12 | Phy | 10 | 10 | 10 | 10 | Yes | thank you for your quick and helpful response. |
| 2007-11-11 | Brenda | 10 | 8 | 10 | 10 | Yes | Thank you for your response. |
| 2007-11-08 | robert | 8 | 10 | 10 | 10 | No | your answer was corect and in CA it is the EDD, but I could have also entered the name of a bank that pays taxes for you from your acc. |
| 2007-11-02 | jamie | 10 | 10 | 10 | 10 | No | |
| 2007-04-27 | Susie | 10 | 10 | 10 | 10 | Yes | Thanks very much |
| 2007-04-26 | Sue | 10 | 10 | 10 | 10 | Yes | Very helpful |
| 2007-04-24 | Rebecca | 10 | 10 | 10 | 10 | Yes | Fast and finally I have some direction to go. Thank You! |
| 2007-04-24 | Mark | 7 | 10 | 10 | 10 | No | would have liked more details |
| 2007-03-25 | nihal | 9 | 10 | 10 | 10 | No | |
| 2007-03-21 | Richard | 10 | 10 | 10 | 10 | No | |
| 2007-03-19 | Terri | 10 | 10 | 10 | 10 | No | |
| 2007-03-19 | C | 10 | 10 | 10 | 10 | Yes | Very timely response. The response does provide the information I needed. |
| 2007-03-15 | william | 10 | 10 | 10 | 10 | Yes | |
| 2007-03-09 | joy | 10 | 10 | 10 | 10 | No | |
| 2007-03-02 | Mark Hibbard | 10 | 10 | 10 | 10 | Yes | Thank you for your helpful reply on the subcontractor question I asked. |
| 2007-02-06 | Chris | 10 | 10 | 10 | 10 | Yes | |
| 2007-02-01 | Dahlia | 10 | 9 | 8 | 10 | No | Thanks alot for that. I will go down that road. |
| 2007-01-24 | Christine | 10 | 10 | 10 | 10 | Yes | Thank You Very Much!! |
| 2007-01-24 | Linda | 10 | 10 | 10 | 10 | Yes | Thank you so much for your quick response. I've claimed losses on stock sales in the past and do know about the $3k/yr limit. However, I was unsure if I could claim losses from a company retirement savings plan. |
| 2006-11-24 | Ariane | 10 | 10 | 10 | 10 | No | Thanks. |
| 2006-11-17 | Arun | 10 | 10 | 10 | 10 | No | |
| 2006-11-07 | Jon | 9 | 10 | 10 | 10 | No | Super fast response!! Thanks |
| 2006-10-25 | Lisa | 10 | 10 | 10 | 10 | Yes | Thank you so much for your valuable information. |
| 2006-10-15 | Francine | 10 | 10 | 10 | 10 | No | Was fast and to the point. |
| 2006-10-05 | Nelson | 10 | 10 | 10 | 10 | Yes | Supper fast and very helpful |
| 2006-07-25 | Jean-Sebastien Carle | 10 | 10 | 10 | 10 | Yes | Thank you for the good advice. :) |
| 2006-07-08 | Sara | 10 | 10 | 10 | 10 | Yes | Thanks very much for the immediate reply! |
| 2006-06-08 | Dan DiAnni | 10 | 10 | 10 | 10 | No |
Answers by Expert:
Over 20 years of experience as a CFO, Controller and now Consultant to small businesses. Dealt with 401k, 403b, deferred comp plans, key man issues, disablity, business continuation plans, HSA plans and other benefit issues.
Management experience in Financial Services, Manufacturing, Media, Logistics. Taught graduate and undergraduate business courses.
Education/Credentials
MBA

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