ABOUT US
Jeff Burum, CPA, MBA, MA, IAR has 22 years of experience in income and estate tax planning. He is also an independent, Investment Advisor Representative and provides comprehensive financial services for businesses and individuals through his brokers The Leaders Group, Inc. and TLG Advisors, Inc. He is an instructor of individual, corporate, partnership, estate and trust taxation, and an Assistant Professor of accounting and taxation at Colorado Technical University. He is also the former Chief of Budget at the United States Air Force Academy where he managed a $300M operating budget, past President of the Colorado Springs Chapter of the Colorado Society of Public Accountants, a Desert Storm/Desert Shield Veteran, and a 1984 Air Force Academy graduate. Jeff opened his second office in Monument, CO in November, 2009.
EXPERIENCE
Colorado Springs, CO 80922 Monument, CO 80132
Phone (719) 596-3718 (719) 488-5637 Phone
Fax (719) 596-3719 (719) 488-5651 Fax
1997 - Present: Manager of Jeff Burum, CPA, MBA, LLC
- 22 years of income tax preparation, payroll, and accounting services
- Assistant Professor of Individual, Corporate, Partnership, and Trusts Taxation and Accounting to undergraduate and CPA candidates at Colorado Technical University, Regis University and Education America College
1997 - Present: President of Professional Financial Planning, Inc.
- Independent Investment Advisor who uses mututal funds, annutities, and insurance to help individuals acheive retirement, college, financial planning, and estate planning objectives.
8/1995 - 8/1998 : USAF Academy - USAF Academy, CO - Chief, Financial Management
- Supervised 13 individuals and managed three annual operating budgets totaling $300M and $2 Billion construction budget.
7/1992 - 7/1995 : McChord AFB, WA - Tacoma, WA - Deputy Chief, Financial Management
- Won Best Financial Analysis Office in the Air Force; Best in the Region three years in a row. Received numerous individual officer awards for outstanding management service and leadership
9/1993-1/1994 : Comptroller South East Asia
- $10M operating budget for all US Air Forces in Saudi Arabia
12/1988 - 7/1992 : USAF Academy - USAF Academy, CO - Assistant Professor
- Developed curriculum and instructed cadets on military art and science, leadership, and ethics at one of the nation's most prestigious universities
10/1984 - 12/1988 : Grand Forks AFB, ND - Grand Forks, ND - Minuteman 3 ICBM Flight Commander
- Top Secret, Special Background Investigation, Clearance
EDUCATION
1997 : University of Colorado - Colorado Springs, CO
*CPA prepatory courses
1989 : University of North Dakota - Grand Forks, ND
*Masters Degree Business Administration
1986 : University of North Dakota - Grand Forks, ND
*Masters of Arts/Political Science
1984 : United States Air Force Academy
*Bachelor of Science/International Affairs
Jeff Burum
Cpa, mba llc
Welcome to our Website
UPCOMING EVENTS
April 22nd ~ 6:30-8:30
Jeff Burum, CPA, MBA LLC will be hosting this Financial Planning seminar with Michael Strong of Jackson National Life Insurance. With the aftermath of the stock market correction, they will be discussing future financial planning needs and techniques to ad to individual financial planning diversity, asset allocation and financial planning strategies.
COMING IN MAY
Jeff Burum and Scott LeBauer, of Capitas Financial, LLC will host a seminar on Estate Planning and Long Term Care. With the estate tax rates reverting to there 2001 numbers and the need for long term care increasing while taxation on the rise, the need for comprehensive planning has never been more important. Don't wait too long to plan your estate and your own personal care.
May 6th ~ 6:30-8:30
Jeff Burum, CPA, MBA LLC and Ryan Bertrand of Jackson National Life insurance company will be hosting an Estate Planning Seminar in Monument, CO. Ryan is the director of Retirement and Wealth Strategies at Jackson National.
May 18th ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 05/18/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.
~ Stay tuned for more info ~
May 20th ~ 11:30-1:30
Jeff Burum, CPA, MBA LLC and Dave Henderson, CFP, CLU, ChFC of Pacific Life insurance company will be hosting a Buy-Sell Agreement Seminar in Monument, CO.
~ Stay Tuned for more info ~