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    Steven E Potts JD EA IAR

    Financial Advisor

    World Financial Group, Inc.
    Pico Rivera, California, USA

    Financial Services

    Professional Summary

    As a Licensed Life Agent I can provide clients with information concerning the IRC § 7702 Private Pension Plan and help make my clients financially independent.

    As an Enrolled Agent and U.S. Tax Court Practitioner I represent taxpayers in front of the IRS and the U.S. Tax Court on self-prepared tax returns and tax returns prepared by other tax preparers. I handle CDP hearings, collection cases and contested issues in IRS audits. With more than three decades of experience working with small individual returns to large, multi-company and multinational companies returns I have a broad breadth of experience and am in the position to help you.

    As a Financial Advisor I can offer you more than just tax advice, I can help you find strategies to help your retirement be more comfortable.

    Call me today at (714) 458-3221 for a free copy of your Core Financial Concepts.

    CA License 0I55175

    Learn More

    Languages

    • English

    Industry Experience

      • Financial Services
      • Tax Preparation and Consulting
      • Taxpayer Representation
      • Banking
      • Conglomerate
      • Military

    Website

    Interests/Hobbies

    • Public Speaking
    • Marines
    • Reading

    Birthday

    August 20

    Follow Me On


    Experience

    World Financial Group, Inc.
    Pico Rivera, California, USA 90660
    Financial Advisor
    Financial Services
    2013 - Present
    Licensed Life Agent presenting the benefits of insurance and annuities in your retirement planning. Help you develop and own a private pension plan that can give you tax free retirement income.

    Protect your §401k monies so they can provide you income for life. Make your money work for you instead of you for your money. Provide opportunities for like minded individuals to make significant income part time or full time.
    Potts' Taxes
    Fullerton, California, USA 92833
    Principal
    LLP
    1978 - Present
    Work with medium and high wealth clientele as they go through the audit and/or notice cycle with the IRS, including Offers in Compromise, collections, CDP hearings, and Tax Court.

    Help these same people become financial independent so that they are prepared for the approximately 25+ years of retirement that they have to look forward to in an environment of rising tax rates, rising medical costs and inflation. Financial services is a natural for to the Baby Boomers who are retiring at the rate of 10,000 a day.

    Tax Preparation of Corporation, including S Corporation, Partnership, Trust and Individual tax returns.

    Speaking at service clubs, professional organizations and their chapters meetings.
    TaxResources Inc.
    Santa Ana, California, USA 92704
    Audit Representative Team Lead
    Audit Defense
    2006 - 2013
    Manage a crew of attorneys, CPAs and Enrolled Agents who represent people who have self-prepared their returns as they go through an audit or notice situation. Represent the returns before all levels of IRS appeals up to the U.S. Tax Court.
    Great Western Bank
    Northridge, California, USA
    Assistant Vice President of Tax
    Bank
    2006 - 2008
    Manage the Tax Consolidation and Reporting Department for federal, state and local tax filings, including insurance subsidiaries in numerous states.
    Beatrice Companies
    Chicago, Illinois, USA
    Asst. Secretary and Director of Taxes
    Large Company
    2000 - 2006
    Director of Taxes for the Beatrice Beverage Group which included Arrowhead Water Co, Great Bear Spring Company and the Coca-Cola Bottling Company of Los Angeles and Related Entities. Was responsible for the groups' portion of the federal consolidated tax return and state income tax returns in 23 states. Responsible for all state and local tax audits for the different entities that made up the Beatrice Beverage Group. Worked on a tax plan which saved Beatrice Foods approximately $64M.
    United States Marine Corps
    Lieutenant
    1970 - 1976
    Direct Air Support Officer
    Lieutenant of Marines

    Education

    JD, Tax 1982
    Southwestern School of Law
    Los Angeles, California, United States
    Law Review
    Cal Insurance 0I55175
    Series 6, 63, 65, 66 24
    MBA, Taxation 1975
    University of Maryland
    College Park, Maryland, United States
    BS, Accounting, Political Science, History 1973
    Rutgers University
    New Brunswick, New Jersey, United States

    Professional Certifications

    USTCP
    Active
    2008
    Enrolled Agent
    Active
    2006
    Fellow, NTPI
    Active
    2011
    Approved Continuing Education Provider (IRS)
    Active
    2010
    Licensed Life Agent
    Active
    2013

    Bar Admissions

    U.S. Tax Court
    Active
    2008

    Court Admissions

    • United States Tax Court

    Associations and Societies

    • National Association of Enrolled Agents
    • California Society of Enrolled Agents
    • National Tax Practice Institute
    • National Association of Tax Professionals
    • California Society of Tax Consultants
    • Orange County Society of Enrolled Agents

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