Tax Preparation and Planning, Fee-Only Financial Planning in San Jose CA and Surrounding Area
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Kent Noard - Tax Planning and Preparation
 
 

Kent Noard, CFP® EA

Kent E. Noard is the principal of KLN Financial Group and has been in private practice since 1981, providing tax preparation and planning, and financial planning and consulting. He is an Enrolled Agent, enrolled to practice before the Internal Revenue Service. This allows him to represent clients before the IRS and the Franchise Tax Board. He is a member of the National Association of Enrolled Agents (NAEA) and the California Society of Enrolled Agents (CSEA).

Kent is also a Certified Financial Planner® and a member of the Financial Planning Association (FPA). He has served as President and Chairman of the Board of the Silicon Valley Society and is a former member of the National Board of Directors of the ICFP, one of the predecessors of the FPA.

Kent is an instructor and coordinator of the PFP Certificate program at the University of California at Santa Cruz Extension. The certificate program is accredited by the CFP Board of Standards, allowing students who complete the program to sit for the CFP examination. At UC Extension, he teaches the Income Tax Planning and Practicum courses, and has previously taught the Survey of Personal Financial Planning, Mathematics of Financial Planning and Employment Benefits and Retirement Planning classes. He has also taught classes on Individual Income Taxation in the graduate finance program at Golden Gate University and the undergraduate program at National University.

Prior to entering private practice, Kent was employed with the Internal Revenue Service. During his career with the IRS, he was a collection representative, an office auditor, a revenue agent, and the Assistant Tax Shelter Coordinator for the San Francisco District.

Kent has made presentations on taxes, tax planning, and financial planning to: DeAnza College Senior seminars, the Silicon Valley Chapter of the FPA, the FPA Northern California Regional Financial Planning Conference, the East Bay Chapter of the FPA, the San Francisco Chapter of the FPA, the East Bay Chapter of the Taxation Committee of the California Society of CPA’s, the Santa Clara County Estate Planning Council, and the Peninsula Estate Planning Council.


 

 
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