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Ron is a highly experienced Fractional CFO who provides financial management and advice to multiple companies. In addition to this, he also runs his own tax planning practice called TaxPlanWealth.com. Ron is passionate about helping his clients legally, morally, and ethically reduce their tax bills by 50% or more.
Dec 20, 2017 · The SEC alleges that Fossum misappropriated hundreds of thousands of dollars of SMFG Fund assets by, among other things, living rent free in a home owned by an SMFG Fund and causing the SMFG Funds to pay other personal expenses, including for his extensive international travel and federal taxes.
Dec 19, 2017 · On June 7, 2018, a federal district court in the Western District of Washington entered a final consent judgment against Snohomish, Washington resident Ronald A. Fossum, Jr.
Aug 1, 2018 · The U.S. Securities and Exchange Commission (SEC) has ordered fund manager and former insurance agent Ronald A. Fossum Jr. to pay $1.3 million as part of a judgment in a suit accusing him of using investor money for personal expenses.
Ron started in the insurance industry in 1999 and within eight months became one of the top selling agents for Mutual of Omaha. He quickly expanded the practice to include all forms of Insurance, Investments, Tax Structuring, and Planning Services.
Dec 19, 2017 · Ronald A. Fossum, Jr. and Alonzo R. Cahoon. 2018-62. SEC v. Ronald A. Fossum, Jr. and Alonzo R. Cahoon. Case Number: 17-cv-01894 (United States District Court for the Western District of Washington) Date Filed: December 19, 2017. Date of Qualifying Judgment/Order: June 7, 2018. Last Reviewed or Updated: July 31, 2018.
Dec 20, 2017 · The Securities and Exchange Commission has charged Snohomish, Wash.-based investment adviser Ronald A. Fossum Jr. with fraud, saying he misappropriated fund assets he controlled and...
