Jos Herman, CPA,CA, CFP, TEP

Director of Wealth, Tax & Estate Planning, Resources & Solutions Professional Corporation

At her firm, Resources & Solutions Professional Corporation, Jos is instrumental in providing wealth, tax and estate planning for her clients and their professional advisors. She is also a well sought out industry speaker that is able to address succession planning, asset protection, philanthropy, and tax-efficient investment & insurance strategies.

She is a triple threat. She uses her skills to provide an objective perspective related to:

  • Accounting, Tax & Estate complexities
  • Legal Considerations
  • Insurance Solutions