Jeff Burum, CPA, MBA, IAR
Jeff Burum, CPA, MBA, MA, IAR has over 24 years of experience in income and estate tax planning. He is also an independent, Investment Advisor Representative (IAR) and provides comprehensive financial services for businesses and individuals through his brokers, The Leaders Group, Inc., and TLG Advisors, Inc., a Registered Investment Advisor.
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.
EXPERIENCE
1997 - Present: Manager of Jeff Burum, CPA, MBA, LLC
- 24 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 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 clearance based upon Special Background Investigation
EDUCATION
1997 : University of Colorado - Colorado Springs, CO
- CPA/Advanced Tax Accounting 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
ABOUT
OUR FIRM
IRS Circular 230 Disclosure:
To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (1) Avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any transaction or matter addressed herein.
PFP Disclosure:
Professional Financial Planning, Inc. Jeff Burum, Pres. MA,MBA
6799 Bismark Road, Suite E, Colorado Springs, CO 80922
Phone (719) 596-3718 - Fax (719) 596-3719
Securities and Investment Advisory Services offered though The Leaders Group, Inc. Securities Dealer, Member FINRA /SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleon, CO 80120 303-797-9080
Notice: Neither The Leaders Group, Inc. nor TLG Advisors, Inc. is affiliated with Professional Financial Planning Inc. (PFP, Inc.) or Jeff Burum CPA MBA LLC