Cathleen Petersen, E.A

Tax Planning When Employment is Terminated

Executives struggling through a job change caused by a corporate downsizing or restructuring frequently overlook the tax andfinancial consequences of events associated with the layoff or termination. Yet, proper handling of these aspects may ease the executive’s transition through the career change.

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Welcome!

Cathleen Petersen has been providing quality success-oriented investment and tax advice to Silicon Valley’s highest profile clients since 1983. She specializes in offering value-added advice by analyzing and anticipating client needs. She offers wealth management services for both individual and business clients and is well-versed in a broad range of high-quality products and solutions to help you meet your savings and investment goals.

Services include:

  • Personal Investment Planning *
  • Tax Consulting
  • Tax Preparation
  • Wealth Management & Financial Planning

Cathleen is a Registered Principal of Foothill Securities, Inc., a Registered Broker-Dealer and Investment Advisor and is enrolled to practice before the Internal Revenue Service. Member NASD/SIPC.

* Services available to residents of California.


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