Ryan Michael Shore, CPA, CFP®

Investment Advisor Representative at Global Trust Asset Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
West Palm Beach, Florida, United States, US

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Credentials

  • CPA
    -

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor Representative
      • Feb 2013 - Present

      -Investment selection & advice -Portfolio allocations -Fee only Asset management -Investment selection & advice -Portfolio allocations -Fee only Asset management

    • Accounting
    • 1 - 100 Employee
    • CPA
      • Sep 2011 - Present

      -Tax preparation & planning for individuals, businesses, estates & trusts both in state, out of state & foreign -Preparation of payroll tax returns -IRS Audits & other engagements -Gifting strategies -Personal finances -Business entity selection & planning -Divorce accounting services -Tax preparation & planning for individuals, businesses, estates & trusts both in state, out of state & foreign -Preparation of payroll tax returns -IRS Audits & other engagements -Gifting strategies -Personal finances -Business entity selection & planning -Divorce accounting services

    • Staff Accountant
      • Sep 2010 - Sep 2011

      - Met, communicated and interacted with clients. - Learned full cycle accounting workflow for Personal Service, Retail, and Manufacturing companies. - Performed Bank Reconciliations, Prepared General Ledgers, Trial Balances, and Financial Statements. Also made Adjusting entries for business clients. - Prepared Payroll forms 940, 941, 944, and UCT-6 - Prepared forms 1040 (Including Multi-State), 1120, 1120S, 1065, 1040X and various other tax forms. - Responded to IRS notices for clients. Show less

Education

  • Florida Atlantic University
    Bachelor's degree, Accounting
    2005 - 2010
  • Archbishop McCarthy

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