Professional Bio

Neil E. Larson, CPA, MST, PFS
  Certified Public Accountant
  Investment Advisor Representative for fsic
  Master of Science in Taxation
  Personal Financial Specialist
  Insurance Agent
  Owner and President of Neil E Larson CPA, PLLC
  Owner and President of Edwin Lane Financial Services, LLC

Professional Experience
Since 1986, Neil has served the owners of closely held businesses and businesses they control, helping them build wealth as a partner in his CPA firm:
     
     1986 - 1999: Rabern, Larson & North, P.S. - Tax Partner
     2000 - 2001: Hersman, Serles, P.S. - Tax Partner
     2001 - 2005: BDO Seidman, LLP - Tax Partner
     2005 - Current: Edwin Lane Financial Services, LLC
                              Neil E Larson CPA, PLLC

Neil has actively assisted clients with asset management and protection services including serving as trustee for a variety of trusts. Now he is serving his clients and community as owner of Edwin Lane Financial Services, LLC, an organization committed to maximizing and preserving wealth for its clients as a financial services firm. Neil also provides CPA, estate planning, and financial statement services for individuals and businesses through Neil E Larson CPA, PLLC. Both Edwin Lane Financial Services and Neil E Larson CPA, PLLC offer services that compliment each other to maximize wealth for clients.

Education
 
Bachelor of Arts Degree in Accounting from Western Washington University
   Master of Science Degree in Taxation (MST) from Golden Gate University
   Personal Financial Specialist (PFS)

Professional Affiliations
  
Member of American Institute of Certified Public Accountants
  Member of Washington Society of Certified Public Accountants
  Member of the Estate Planning Council of Seattle
  Member of the Estate Planning Council of Snohomish County
  Washington State Society of CPA Personal Financial Planning Committee

Civic Affiliations
  Founder and President of the Northshore Performing Arts Center Foundation
  Founder and past Treasurer of the Northshore Public Education Foundation
  Founder and President of The Northshore Foundation
  Elder Inglewood Presbyterian Church
  Member of Seattle #4 Rotary

  Neil has devoted a significant amount of time to building the Northshore Community in many leadership roles.

Awards
  
Eagle Scout - 1972
  2/26/06 named NEIL LARSON DAY in Bothell, WA for efforts building the Northshore Performing Arts Center

Publications
  CFMA BUILDING PROFITS- "Beyond Chapter Fourteen"
  THE TAX ADVISOR - "Is the Cash Method Dead"

Seminar
  STRATEGIC PHILANTHROPY

Personal
Neil lives in Kenmore, Washington with his wife of 30 years, and has two grown children. He is an avid tennis player and reader of history and enjoys spending time with friends and family.

 
   
 
Edwin Lane Financial Services, LLC
P.O. Box 82222, Kenmore, WA 98028
Office: 425-483-6105  Cell: 206-679-4039  Fax: 425-483-1317
email: neil@edwinlane.com
Securities offered through fsic, 701 5th Ave., Ste 6870, Seattle, WA 98104    206-386-5475
© 2005 -Edwin Lane - All rights reserved