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JH

Janet Holman

Ceo at Independent
Intro Book
Tax law expert with experience in public policy and estate tax planning.
  • Claim this Profile
Location
Pittsburg, California, United States, US
Skills
  • Federal Government
  • Government
  • Public Policy
  • Gift Tax
  • Estate Tax Planning
  • Show all
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Bio

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Topline AI
Janet Holman is a seasoned tax law expert with extensive experience in public policy, estate tax planning, and policy analysis. She has held senior roles in the Federal Government and Internal Revenue Service, and has taught at various institutions. Her expertise spans tax law, legal research, and writing.

Experience

  • Independent
    • Greater San Francisco Bay Area
    • CEO
      • Mar 2015 - Present
      • Greater San Francisco Bay Area
  • Internal Revenue Service
    • United States
    • Government Administration
    • 700 & Above Employee
    • Supervisory Attorney, Estate & Gift Tax
      • Aug 2001 - Feb 2015

      Lead a group of dedicated Estate Tax & Gift Tax Attorneys in the audit of federal estate and gift tax returns.

    • Attorney, Estate & Gift Tax
      • Feb 1991 - Aug 2001

      Audit team responsibilities for federal estate tax and gift tax returns.

  • Arizona Bank acquired by Security Pacific Bank
    • Arizona / California
    • Assistant Vice President
      • 1984 - 1989
      • Arizona / California

      Trust Department, Arizona Bank, internal audit specialist performing audits of corporate and private accounts. AVP, Personal Trust, Security Pacific Bank, team leader, account audits in branch trust offices.

  • Federal Deposit Insurance Corporation (FDIC)
    • Pittsburgh, Pennsylvania
    • Assistant Bank Examiner
      • 1978 - 1980
      • Pittsburgh, Pennsylvania

      Performed FDIC insured bank team regulatory examinations in western Pennsylvania region.

Education

  • 1980 - 1983
    California Western School of Law
  • 1976 - 1977
    Iowa State University
  • 1970 - 1974
    Graceland University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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