General Info:
Prof. POLAK’S formal education includes a B. S. Accounting (summa CUM laude) from Johnson and wales university. M. S. Administration & management (honors) from saint Michael's college. And a J. S. M. Masters of juridical science (CUM laude) in International TAX & financial services from thomas Jefferson school of LAW. Currently HE is the owner of a small CPA firm and is affiliated with HD vest where HE is an investment advisor and insurance provider and teaches course in fraud examination AT thomas Jefferson school of LAW. AS well AS, a professional speaker for the global Academy of financial management. Recently HE retired from the U. S. Department of the treasury. Internal revenue service where HE served for over twenty five years AS a Senior internal revenue agent in the following divisions; small BUSINESS/SELF employed (general income TAX agent). Large business & International (financial products and transaction examiner) and TAX EXEMPT/GOVERNMENT entities division (federal. State and local government SPECIALIST). PROF. Polak is a licensed certified public accountant (VT) and an accredited personal financial specialist (AICPA). Certified in financial forensics (AICPA). Global chartered management accountant (AICPA). Certified fraud examiner (ACFE). And is an investment advisor representative (VT) AS. Well AS. Holding an insurance license (VT). HE will BE sitting for HIS FINRA series 7 and 66 licenses in the next TWO months. Other credentials include. Certified wealth manager (GAFM). Certified asset manager (GAFM). Master project manager (AAPM) and certified in International project manager (AAPM). AWARDS have included; the united states department of treasury’s prestigious albert Gallatin award; numerous performance; TIME-OFF. Manager’s; individual special acts and service awards. HE has Also served AS an acting team manager and leader for standardized employment TAX work papers; TIP rate agreement coordinator (state of Vermont); cooperating agent investigative team (saving and loan) with internal revenue Service’s criminal investigation division. Federal bureau of investigation. Federal deposit insurance Corporation and the secret service; paper less work papers & M 1 auditing. IRS WEBSITE redesign (FSLG); FSLG external training team; FSLG customer service team; financial products SEC KEY word query team; whistle blower program (insurance); financial products classroom training instructor (certified IRS trainer) and internal revenue service representative on grand jury CASES. OTHER positions held include AICPA editorial advisor for the “journal of accountancy” and “the TAX advisor”. Course reviewer for the national association of state boards of accountancy. Board member for the global Academy financial management and an advisory council member for the association of certified fraud examiners.