Resume

• Journal of Financial Planning

  Member of the editorial review board

  Asset Protection

  Computer Science

  Matlab

  C++

  Artificial Intelligence

  Financial Services

  Estate Planning

  Java

  VBA

  Software Development

  C#

  Algorithms

  Income Tax

  C

  Higher Education

  Financial Planning

  Programming

  Risk Management

  Tax Preparation

  Data Mining

  Tactical asset allocation: An artificial neural network based model

  Tactical asset allocation: An artificial neural network based model

  Online Collaborative Notes-Taking System

  Empirical Lessons from Failure of ERP Systems in Small and Medium Businesses

  Informatics: Proposing a New Information Technology Discipline for Financial Planning

  High Performance Artificial Neural Networks: A Computational Finance Application

  Parallelization of Artificial Neural Network Training Algorithms: A Financial Forecasting Application

  Information Technology Update for the Financial Planning Profession

  Factors determining attitudes toward the use of technology to plan for retirement: an empirical analysis

  Tactical asset allocation with artificial neural networks

  A preliminary survey of US Tax court cases indicates that the majority of tax court decisions involving the participation of financial planners deal with negligence. This paper presents the findings of a mixed qualitative/quantitative descriptive research study. The study reviewed and analyzed 114 US Tax Court Cases involving financial planners between 1970 and 2013. The conclusions suggest specific sections of the US tax code with which financial planners need to focus on in order to avoid exposure and provide sound tax advice. These code sections deal primarily with negligence. The analysis also shows 21% of the time the financial planner acts as a plaintiff. The results of this study will help financial planners identify those areas of the federal tax law they need to understand in order to minimize liability for themselves and their clients.

  Financial Planner’s Participation in US Tax Court Decisions

  Applications of artificial neural networks to reduce investment portfolio volatility

  C Augusto

  Casas

  PhD

  CFP®

  Financial Planning University LLC

  Berkeley College

  iFIT2 LTD

  iTax Financial Services Corp.

  University of Connecticut

  St Thomas Aquinas College

  Professor of computer science and computer programming. Research focus on computational finance

  financial planning informatics

  and legal informatics.

  University of Connecticut

  Senior Advisor

  Greater New York City Area

  iTax Financial Services Corp.

  iFIT2 LTD

  New York

  At iFIT2 we help clients capitalize on the latest technologies to manage and control their budgets

  investments

  insurance and taxes.\n\nWe install user friendly software in our clients' computers which help them take control of their financial life. Our services allow our clients to develop a plan to cut their expenditures

  save more

  optimize their investments

  minimize their taxes and achieve their financial goals.\n\nOur services include:\n\nPersonal cash flow analysis\nInsurance planning\nTax planning\nInvestment allocation\nTax return preparation\nWill & Trusts\nEstate Planning\n\nWe are a fee-only service firm. We find the best no-load investment and insurance products that meet our clients' unique needs.

  Founder and Director

  As Chief Financial Planner I become the CFO (Chief Financial Officer) of my clients. This involves the management of budgets

  short-term cash investments

  cash distributions

  pension planning

  income tax planning

  and wealth maximization.\n\nI serve businesses with up to 100+ employees

  trusts

  estates

  individuals

  and families.

  Chief Financial Planner

  Greater New York City Area

  iFIT2 LTD

  Financial Planning University LLC

  Professor

  Information Technology Management

  Full-time professor at the Larry L Luing School of Business. Leading faculty of the Information Technology Management program and professor of:\n\nIT Management\nComputer Programming\nNetworks and Security\nDatabase Management Systems

  Berkeley College

  St Thomas Aquinas College

  New York

  Full-time tenured professor in the fields of computer science and information systems. \nResearch focus in financial planning and legal informatics

  cyber ethics and computational finance.\nExamples of classes taught: Computer Programming with Java and Visual Basic

  Cyber Ethics

  Systems Analysis and Design

  Software Engineering

  Networks and Security and Database management Systems. \nExperience teaching and developing course content for delivery online and face-to-face.

  Associate Professor

  Association for Computing Machinery

  Computer Society

  Spanish

  English

  Nova Southeastern University

  PhD

  Research Field: Computational Finance

  Information Systems

  Pontificia Universidad Javeriana

  BSEE

  Electrical Engineering

  Tuna Javeriana

  IEEE Student Chapter

  The University of Connecticut School of Business

  MBA

  Finance

  LinkedIn

  React: Ecosystems

  Enrolled Agent

  Internal Revenue Service

  LinkedIn

  Python Data Structures: Stacks

  Queues

  and Deques

  Learning React.js

  LinkedIn

  Learning React Native

  LinkedIn

  PH125.1x: Data Science: R Basics

  5e1ae4b413734c38964ade1750171eb0

  HarvardX - An Online Learning Initiative by Harvard University through edX

  Certified Financial Planner ®

  CFP Board