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Karen Brosi

Karen Brosi, CFP, EA, is one of the most popular instructors on California tax law. Her background as a CFP® professional and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen will teach you how to avoid tax minefields and nightmares with her extensive planning checklists and practical tips. Karen is a favorite interviewee on radio, television, and in the print media, including BusinessWeek. Karen’s powerful real-life presentations pinpoint critical Federal and State tax areas, teaching you what you need to know to optimally assist your clients.

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