Tax Calendar

Client Information

RICHARD B. CROUSE   M.B.A., C.F.P., E.A., C.E.P.A.

COLLEGE EDUCATION

•  Master of Business Administration (MBA)

Finance Concentration

Crummer Graduate School of Business and Finance, Rollins College, Winter Park, Florida (1980 - 1982) 

• Bachelor of Arts (BA)

Double Major in Economics and Political Science

University of Michigan, Ann Arbor, Michigan    (1976 - 1980) 

PROFESSIONAL EDUCATION

•  Certified Financial Planner (CFP) Designation

College for Financial Planning    (1987 - 1988) 

• Enrolled Agent (EA)

Enrolled to Practice before the Internal Revenue Service (1994)

•  Certified Estate Plan Advisor (CEPA) Designation

ABTS Institute for Estate Preservation   (1993)

•  Basic Income Tax Preparation

H & R Block    (1987)

PROFESSIONAL EXPERIENCE

• President and Principal of GVC Financial Inc., Which provides Business & Tax Planning, Tax Preparation, Expert Witness, Accounting & Bookkeeping, and IRS Representation for clients.

   

• Principal of GVC Investments, LLC, which provides financial planning for clients.

   

• Registered Principal and Investment Advisor Representative of G. A. Repple & Company, Registered Securities Broker/Dealer and Investment Advisor.

  We are a Branch Office of G. A. Repple to provide investment products to our clients.

  27 years experience in the Financial Services Industry including positions as Fee Planning Specialist, Consultant, and work on a Money Management program at the Home Office of a Orlando Insurance Company prior to founding GVC Financial in 1989.

Richard B. Crouse, MBA, CFP, EA, CEPA

 PROFESSIONAL ORGANIZATIONS

•  Financial Planning Association (FPA)

National and Local Member, Treasurer and Board Member of Financial Planning Association of Central Florida (2000 –2001).  Note that FPA was created in January, 2000 as a result of the merger between the International Association for Financial Planning (IAFP) and the Institute of Certified Financial Planning (ICFP).  

•  National Association of Enrolled Agents (NAEA)

Local, State, and National Member; Past President & Board of Directors of the Florida Society of Enrolled Agents and Chairman of the Budget & Finance Committee, National Trustee (97-2001) and Chairman (2000/2001) of NAEA Education Foundation . NAEA National Task Forces - Governance, Strategic Planning,  Leadership, and Estate & Financial Planning. Received the NAEA President Award (1999) in Hawaii for work on the NAEA Governance Task Force.

 TEACHING

•  University of Central Florida (1995 - 96)

Taught Investments Course for CFP program and Substitute for Tax Course at UCF

•  Valencia Community College (1993 - Present)

Taught Corporate, Retirement, Estate Planning, Small Business Tax issues, College Planning, and New Tax Development for Annual Tax Preparer Seminar

•  Professional Groups and Public Speaking (1992 - Present)

•  Central Florida Society of  EA (CFSEA) study group (1995, 1996, 1997, 1998, 1999, 2000) FSEA Review Program (2004)

Teach Final, Estate, Gift, and Trust returns - also IRS rules & regulations since 1998.

•  Certified to teach Continuing Education Courses to CPAs, CFPs, Insurance and other Professionals. IRS Speaker (Winter Park, 94 & Epcot, 96), Taught 3 week Basic Investment Course for Teachers and Parents through Orange County Public Schools (1994 - 1995) Florida Society of Enrolled Agent convention Speaker (Expert Witness) May, 1997, (Estate Taxes) June, 2000 and Arizona Society of Enrolled Agents (Expert Witness ) Phoenix, AZ  May, 99, CFSEA (Expert Witness; Understanding Tax Credits; LLCs and S-Corps) various dates, Speaker Louisiana Society of Enrolled Agents state convention (Financial Planning) New Orleans, June 99, Speaker NAEA National Convention - (Financial & Estate Planning) Honolulu, Hawaii, August 99), Massachusetts Society of Enrolled Agents (Expert Witness & nonresident Tax Returns) (Boston, Sept 2000), Financial & Estate Planning Institute - Panel member & Financial Planning (Las Vegas, October, 2000), Expanding your Practice (Little Rock June, 2002)

 ARTICLES

•  Orlando Sentinel - Money Makeovers (1988, 1994, 1997), Sentinel Hot Line (1994, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004), Money Questions and Answers (1994,1995, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005), and quoted in 2 Your Money articles (1988) and other articles (2003, 2004)

• Financial Forum - Editor of Central Florida IAFP monthly Chapter Newsletter (1989 - 93) articles (1988-93). Journal of Financial Planning (2003) National Underwriter (2005)

PROFESSIONAL LICENSES

PREVIOUS BOARD POSITIONS:

Non-Profit Organizations 

• First Congregational Church of Winter Park, UCC

Board of Trustees (1993 - 95), Member of Finance, Budget Committees, Chair of Campaign Finance.  Board of Christian Education (1989-91), Chairman (1990 -91)

• Hidden Springs Condo Association (Altamonte Springs, FL)

Board of Directors and Treasurer (1987 - 1993)

Professional

• Central Florida Chapter of IAFP

Board of Directors (1989 - 1996 & 1997 -2000), Secretary (1990 - 92), President-Elect (1993), President (1994), Immediate Past President (1995 -96), Treasurer (97 - 2000)

•  Central Florida Chapter of Enrolled Agents

Board of Directors (1994 - 1999), Vice President (1994), President (1995, 97, 02), Past President (1996).  Chairman of Education Committee for FSEA State Conventions in Orlando (1994-95) and Tampa (1999-2000)