Director of GGU’s Financial Planning Programs Receives FPA Association’s Top Award

 

Dave_web_2Dr. Dave Yeske, CFP®, is the winner of the 2017 P. Kemp Fain, Jr. Award—the highest honor bestowed by the Financial Planning Association® (FPA). This award represents the pinnacle of recognition in the financial planning profession, honoring one exceptional individual who has made significant contributions in the areas of service to society, academia, and government. He is held in high regard as one of the preeminent leaders in the profession who has directly contributed significant time and talent to building its body of knowledge.

Dr. Yeske earned his doctorate in Financial Planning from Golden Gate University and is currently the Director of the University’s Financial Planning programs. He also holds an appointment as Distinguished Adjunct Professor and co-teaches the Capstone Cases in its Financial Planning course.

Dr. Yeske has been a prolific spokesperson for the profession at conferences and with the media. He has appeared on CBS, CNBC, CNN and NBC News. The Wall Street Journal has profiled Dr. Yeske and the Yeske Buie approach to investing.

A practicing financial planner since 1990, Dr. Yeske founded the San Francisco Society of the Institute of Certified Financial Planners (ICFP) and has held many leadership roles in FPA, including president of the FPA Board of Directors in 2003 and chair in 2004; chair of the FPA Political Action Committee (PAC) in 2005 and 2006; and chair of FPA’s Research Center Team and its Academic Advisory Council from 2007 to 2012. At present, Dr. Yeske serves as Practitioner Editor of FPA’s award-winning Journal of Financial Planning. Currently, he is Managing Director of Yeske Buie, a comprehensive financial planning firm with offices in Vienna (VA) and San Francisco.

Dr. Yeske will be honored at the 2017 FPA Annual Conference to be held on October 2-4 in Nashville.

“Over my 20 years in our profession, I have been fortunate to come to know so many talented leaders, but few have given back as much and are as knowledgeable as Dave. He is one of those dynamic voices and leaders who has mastered so many areas of financial planning and is a true historian of our profession. He has never rested on his accomplishments and continues to support the next generation of financial planners through education and mentorship both in and out of FPA. No one is more deserving than Dave for this prestigious honor.”
—2017 FPA President Shannon J. Pike, CFP®

CFP® is a registered trademark of the Financial Planning Association®.


Request information about GGU’s Financial Planning programs >>

Golden Gate University Ranked #1 in US for Adult Learners for Second Consecutive Year

For the second consecutive year, Washington Monthly ranks Golden Gate University America’s #1 School for Adult Learners in its annual College Guide and Rankings.

How GGU Was Chosen

To compile the rankings, Washington Monthly reviewed data from the Department of Education’s Integrated Postsecondary Education Data System (IPEDS) survey, the department’s new College Scorecard database and the College Board’s Annual Survey of Colleges.

The metrics that determined GGU’s rating include:

  • ease of transfer/enrollment
  • flexibility of programs
  • services available for adult learners
  • percent of adult students (age 25+)
  • mean earnings of adult students ten years after entering college
  • loan repayment of adult students five years after entering repayment
  • tuition and fees for in-district students

Read the article in Washington Monthly >>

GGU’s Master of Science in Finance Program Admitted to CFA Institute University Affiliation Program

We are pleased to announce that the Master of Science in Finance (MSF) Program at Golden Gate University has been admitted to the CFA Institute’s University Affiliation Program. The CFA Institute is a worldwide organization that promotes ethics and education in the financial services industry. It awards the Chartered Financial Analyst (CFA) and Certificate in Investment Performance Management (CIPM) designations, and provides continuing education to the industry. Its membership includes over 100,000 Chartered Financial Analysts around the world.

Each year, the CFA Institute conducts a survey on the knowledge and skills needed to succeed in the field of finance, and the results are used to develop the topics covered in the CFA program curriculum. To be accepted into the University Affiliation Program, GGU had to provide documentation that our MS Finance curriculum covers a large majority (at least 70%) of such topics. Membership in the University Affiliation Program signals to employers that the MSF curriculum is closely tied to the practice of financial management, and prepares students for the CFA exams. It also reflects GGU’s ongoing commitment to keep pace with the financial services industry. This affiliation will give GGU funding to award five scholarships per year for students sitting for the CFA exams.

Finance and Economics Department Chairwoman Dr. Andrea Anthony commented: “We plan to leverage this new affiliation to strengthen our current investment course offerings to stay focused on the most relevant tools and topics needed in the investment industry.”

Chartered Financial Analyst® (CFA) is a registered trademark of the CFA Institute.


REQUEST INFORMATION ABOUT THE MASTER OF SCIENCE IN FINANCE PROGRAM >>

Starting a Forensic Accounting Career at Golden Gate University

By Joey Byers
Bachelor of Science in Business, Accounting Concentration (’17)

I decided that I wanted to be an accountant a year before my exit out of military service. My aspirations were either to become a CPA and open a firm or to become a forensic accountant for a government agency that pursues fraud investigations. I have always wanted to get into some type of investigative field. This began in my youth when I thought being a crime scene investigator or detective would be fun. As an adult, my interest shifted to forensic accounting which is essentially a field of “number detectives.” After watching a few episodes of the TV show American Greed, my interest solidified.

I’m currently completing an undergraduate business degree at GGU with a concentration in Accounting. I shopped around for accounting master’s programs in the Bay Area, but other schools didn’t have as many specialized classes in accounting like GGU offers. The curriculum was the same reason I chose GGU for an undergraduate degree in the first place. GGU not only offers a competitive Master of Science in Accounting (MSA), but also offers a concentration in forensics which happens to be in line with one of my career goals.

The Path2CPA Program

I am taking advantage of the Path2CPA program to finish the MSA program in just one year after finishing my undergraduate business degree. Students like me can get a head start in an accounting career and save time and money in the process. If you were to apply in earnest to the master’s degree program without having an accounting-focused undergraduate degree, the amount of time to complete the program effectively doubles. Fortunately, GGU lets you reduce the time-frame to one year. It’s worth noting that you’re able to take upper-level courses in the undergraduate program.

At my current job, I wear several hats. I own the Accounts Receivable process; reconcile numerous General Ledger accounts at month, quarter, and year end; review and approve expense reports after the departmental managers; and work a lot with compliance issues relating to sales, use, or local taxes. I also have cross-functional roles working closely with the legal and sales operations departments. Now that I am approaching the next phase of my accounting career, it has become apparent that becoming a CPA is a must.

I am taking advantage of the Path2CPA program to finish the Master of Science in Accounting program in just one year after finishing my undergraduate business degree. Students like me can get a head start in an accounting career and save time and money in the process.
—Joey Byers, BSB (’17)

My Advice for Future CPAs

In addition to my educational path, I would like to share some things that I think will help other people who want to start an accounting career.

Being adaptable. Expense reporting systems, accounting systems, month-end close applications, etc., are always changing, so you have to keep up. Also, you might be tasked with managing implementation projects, comparing different systems and then training colleagues on them, doing a month-end close, researching compliance, and gathering audit evidence all on the same day. You should be adaptable and learn to accept the change and the growing pains that might result from it.

Having Technological Intelligence. Knowing Microsoft Word and Excel inside and out will help you immensely. Knowing complex and generic formulas are a must. In some instances, you could be manipulating a General Ledger or other data dump with tens of thousands of line items. If you don’t know your way around Excel, it will eat up hours which doesn’t look good to employers in a time crunch.

Knowing It’s Never Too Late. My message for people who may want to start a career in accounting is that it is never too late. But after you start, don’t stop and understand that sacrifices might have to be made. As an adult coming out of the military, I couldn’t wait for long to begin my career; and a degree is mandatory in the accounting profession. If you can get an entry-level accounting position, accept it. Certain accounting topics in school might become easier for you if you’re getting real-world experience.

If you’re planning on getting your CPA, doing a 1-year Path2CPA stint to get a master’s degree at GGU is the way to go. While getting the degree, I will sit for the CPA exam. The MSA Forensic Accounting concentration is focused on real-world applications and case studies. It is a specialized field, and the program is designed with the Certified Fraud Forensics (CFF) exam in mind. Once I have completed all the requirements for the CPA and go on to test for the CFF designation, my career trajectory is relatively limitless.


LEARN MORE ABOUT STUDYING ACCOUNTING AT GOLDEN GATE UNIVERSITY >>

Financial Planning Alumnae Will Be Panelist at Women in Leadership Event

Nicole Middleton is CEO of Strategy Squad Insurance Services and will be a panelist at the 5th-annual Women in Leadership event on October 25, 2017. A graduate of GGU’s Master of Science in Financial Planning program (’17), she is a strong supporter of women’s empowerment issues.

Strategy Squad Insurance is a family-owned wealth management firm based in Oakland, CA where Middleton specializes in creating strategies for women and their families to protect and grow their wealth—through holistic financial planning, insurance, and investment management. She is also an active member of the Financial Planning Association of San Francisco’s NexGen Leadership Committee and the Urban Financial Services Coalition.

We invite you to read Middleton’s recent post on the GGU blog in which she discusses the five biggest things she learned in the Master of Science in Financial Planning Program.


Special Event

Women in Leadership

Join us and hear a distinguished panel of professional women share stories, tips, and insight on how to navigate a successful career. This free event is open to anyone in the GGU community and the public. Come to chat and enjoy food!

Date: October 25, 2017
Time: 5:30 – 8 p.m.
Where: Golden Gate University, San Francisco [directions]

Agenda:

5:30 – 6:30 pm — Registration begins / networking
6:30 – 7:30 pm — Panel discussion and Q&A
7:30 – 8:00 pm — Post-panel networking

Questions? Contact the Ageno School of Business at biz@ggu.edu.


Driven to Succeed: Armenian Student Continues Marketing Career in San Francisco

Tsovinar Yenokyan is a student in Golden Gate University’s Master of Science in Marketing Program (’18).


Tsovinar Yenokyan has been driven to succeed from an early age. She started to work at age 16, which was not common in her native country of Armenia, and began what she calls her, “long-lasting relationship with marketing.” Two years later, she took a Brand Manager position at Starcom Mediavest in Armenia. At 21, Tsovinar launched a marketing agency based on forward-thinking “lifestyle” targeting. While earning an MBA at American University of Armenia, she met a classmate and together they opened a bakery and café called “Cupcake Place.”

Tsovinar decided to come to GGU in San Francisco to get a master’s degree in marketing. “I came to San Francisco to get new perspectives, gain more knowledge, and realize my ambitions. San Francisco is a great generator of tech innovation that impacts the entire world. San Francisco, particularly downtown, is a great place to make professional connections and build a career.”

international-armenian-student
Tsovinar outside GGU in downtown San Francisco.

A Real-World Education at Golden Gate University

“I love my school,” Tsovinar says. “GGU has great professors. Most importantly, they are professionals who bring real-life experiences to the class.” For example, her Data Analytics course was taught by Dr. Nabanita Talukdar who has conducted quantitative and qualitative analyses for L’Oreal, Procter & Gamble, and other major companies.

In the Data Analytics class, Tsovinar created a quantitative report focusing on Airbnb units using statistical indicators such as which San Francisco neighborhoods have the highest demand, consumer satisfaction numbers, and rental prices. Through using a programming language called R, Tsovinar and her peer team created a prediction model for hosts to estimate the fair price of their rental properties.

GGU has great professors. Most importantly, they are professionals who bring real-life experiences to the class.

Inspiration in Armenia

Tsovinar credits the launch of her career at 16 to her mother, who was working on becoming a laser physicist until the Soviet Union collapsed. Her mother began a second career as a market developer for Coca-Cola and advanced to become the company’s CEO for Armenia. She then took the job of CEO of Armenia Wine.  “Armenia is famous for world-class wineries and Armenians are probably the most hospitable people in the world; we like to make each person that visits our country or our home feel special. You can ask my boyfriend about Armenian hospitality; he gained eight pounds from my mother’s cooking.”

On Being an International Student

“GGU is a perfect place for international students. Each student has an advisor and mine has been helpful in answering questions about student Visas and my curriculum. San Francisco is a city with its own heart and soul. I love this city. I have never seen such a contrast of people with so many different interests and backgrounds in one place. It’s a warm and welcoming place.”


Request information about GGU’s Master OF SCIENCE in Marketing PROGRAM  >>

A Master’s Degree in Accounting in One Year? GGU Offers New Path2CPA Program

GGU-outsideGolden Gate University now gives its undergraduate students the ability to earn a Master of Science in Accounting (MSA) in as little as one year after completing a bachelor’s degree with an accounting concentration. The new Path2CPA program lets students apply a number of their undergraduate courses to an MSA – making the “step up” to a graduate degree both quicker and less expensive.  The bachelor’s-to-MSA route also removes the hurdles of taking the GRE and completing an application for grad school.

GGU’s accounting programs are recognized as some of the best in the nation. Students get an edge in a crowded job market by choosing a specialized accounting concentrations. Most of GGU’s accounting courses are taught by instructors who are also practicing professionals — many working at “Big Four” firms in San Francisco’s Financial District.

For many students, the MSA will satisfy the 150-hour education requirement to become a licensed Certified Public Accountant (CPA). Other students can take electives that deepen their knowledge and help them get to the next step.

Four In-Depth Specializations

GGU provides concentrations that allow graduates to enter the job market with relevant, in-demand skills. These areas of focus offer students the uncommon opportunity to choose the most rewarding path for them.

Financial Accounting & Reporting: Theory and principles that frame a wide range of problems and issues encountered in the accounting profession.

Forensic Accounting: Courses in fraud auditing, financial statement investigations, complex discovery and data management, the role of the expert and expert report, bankruptcy and insolvency, economic damages, valuation, and lost profits.

Internal Auditing: Assisting students to become Certified Internal Auditors (CIA) as defined by the Institute of Internal Auditors (IIA).

Management Accounting: Positions students to achieve the Chartered Global Management Accountant (CGMA) and/or the Certified Management Accountant (CMA) designations.

If students are not sure which specialty is right for them, staff advisors and faculty mentors can help them find the specialization works best for their career goals.

I am taking advantage of the opportunity to finish the MSA in just one year after getting my undergraduate business degree at GGU. Students like me can get a head start in an accounting career and save time and money in the process.
—Joey Byers (Bachelor of Science in Business, ’17)

Why GGU is the Best Option

In a competitive job market, a degree from an accredited university with a national reputation is an advantage. GGU has been part of the accounting community in the San Francisco’s Financial District for decades. The relationships among local students, faculty, and alumni have formed a natural pipeline from classroom to the executive suite. Local firms also look to GGU for new talent to fill positions in a growing field with increasing need for specialized skills.

Path2CPA Highlights
Earn an MSA in as little as a year
Apply undergrad credit to your grad degree
Skip the GRE and grad school application
Get real-world skills from in-depth concentrations


Are you a Golden Gate University graduate?
Alumni receive a 30% discount for the Path2CPA Program.


REQUEST INFORMATION ABOUT ACCOUNTING AT GGU >>

GGU’s Psychology Chair to Lead Discussion at Psychoanalytic Institute of Northern California

Dr. Tom Wooldridge, Chair of the Department of Psychology at GGU, will be leading a discussion at the Psychoanalytic Institute of Northern California in September. The discussion will follow a lecture by Kathryn J. Zerbe, MD and focus on secret-keeping and how bringing secrets to light in psychotherapy can result in positive outcomes. Dr. Zerbe is a well-known expert in the field of eating disorders and the author of several books including The Body Betrayed: Women, Eating Disorders. Attendees will get an inside look at a master clinician’s thinking about the complex clinical situations presented by patients with eating disorders.

Dr. Wooldridge will comment on the issues raised by Dr. Zerbe’s presentation. He is an authority on the subject of eating disorders and the author of Understanding Anorexia Nervosa in Males: An Integrative Approach (Routledge Press, 2015). His second book, an edited collection entitled Psychoanalytic Treatment of Eating Disorders: When Words Fail and Bodies Speak, will be released through the prestigious Relational Perspectives book series with Routledge in late 2017.


SPECIAL EVENT
The Secret Life of Secrets: Toxic Effects of Preconscious Knowledge on the Development of Eating Disorders, Psychosomatic Illness, and Countertransference Reactivity

Kathryn J. Zerbe, MD with Discussant Tom Wooldridge, PsyD, CEDS
Wednesday, September 13, 7:30 p.m. – 9:00 p.m.
Location: 530 Bush Street #700, San Francisco
Register >>

We invite you to learn more about GGU’s master’s degree in counseling psychology  program.

Leadership Experts to Speak at Braden Lecture Series at GGU


Golden Gate University is welcoming a prestigious group of thought leaders to the 2017 Braden Leadership Speaker Series. The lectures will take place at the San Francisco campus from August through December and are free to the GGU community and the public. This year’s speakers will discuss leadership in the context of timely issues such as women in the workplace, mindfulness, and managing change.

Lunch and Learn

Join us for any of these free talks from 12 p.m. to 1 p.m. Lunch will be provided.


AUGUST 29

✔ REGISTER ONLINE

BECOME THE CCO OF YOUR OWN MIND TO OPTIMIZE FOCUS, PRODUCTIVITY, AND ENGAGEMENT IN CAREER AND LIFE

LORI GRANGER, LMFT

HEAD OF WELLNESS RESOURCES, GGU

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Lori Granger has taught a mindfulness curriculum for over ten years. She began her mindfulness journey through Zen meditation while working as a market-research based broadcasting consultant. She currently serves the GGU community as the head of Wellness Resources.


SEPTEMBER 12, 2017

✔ REGISTER ONLINE

TRANSFORMING FINANCE–LEADING AN ORGANIZATION THROUGH CHANGE

DON RATH

VP OF CORPORATE TAX, SYNOPSYS

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Don Rath is VP of Corporate Tax at Synopsys where he leads finance transformation and finance leadership development. Previously he served as Senior Vice President, Global Tax and Corporate Risk Assurance (CRA) with Symantec Corporation, responsible for worldwide tax compliance, planning, and tax controversy as well as the company’s internal audit and advisory function.


SEPTEMBER 26, 2017

✔ REGISTER ONLINE

THE BIG FLIP

IZZY CHAN

HEAD, STRATEGY & RESEARCH, IZZY CHAN CONSULTS

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Izzy Chan’s award-winning documentary feature on breadwinner moms and at-home dads, The Big Flip—Stories from the Modern Home Front (2016), premiered at the Austin Film Festival and Hot Springs Documentary Film Festival.


OCTOBER 10, 2017

✔ REGISTER ONLINE

Q&A WITH JACOB JABER, CEO, PHILZ COFFEE

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Philz Coffee’s unique blends, community-oriented stores and one-cup-at-a-time approach have drawn a cult following nationwide. Founded by Phil (Jacob’s Dad) with Jacob by his side, the first store opened in the Mission district of San Francisco in 2002.


OCTOBER 24, 2017

SPEAKER TBA


NOVEMBER 7, 2017

✔ REGISTER ONLINE

LANGUAGE AS A WINDOW INTO CORPORATE CULTURE

SAMEER SRIVASTAVA

PROFESSOR AND HAROLD FURST CHAIR IN MANAGEMENT PHILOSOPHY AND VALUES, UC BERKELEY’S HAAS SCHOOL OF BUSINESS

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Sameer B. Srivastava is AssistantProfessor and Harold Furst Chair in Management Philosophy and Values at UC Berkeley’s Haas School of Business and is also affiliated with UC Berkeley Sociology.


NOVEMBER 21, 2017

✔ REGISTER ONLINE

BECAUSE PEOPLE MATTER

JIM WALLACE

CHIEF EXECUTIVE OFFICER, BPM

As CEO of BPM, Wallace focuses his attention on leading strategic initiatives that raise the Firm’s national prominence through the expansion into new markets, concentration on specialty services and business combinations in key markets.


NOVEMBER 28, 207

✔ REGISTER ONLINE

PRINCIPLES OF LEADERSHIP

OKORIE RAMSEY

VP, FINANCE COMPLIANCE OFFICER & SOX, KAISER FOUNDATION HEALTH PLAN, INC. AND KAISER FOUNDATION HOSPITALS

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In addition to his leadership role at Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Hospitals, Ramsey serves on the Board of Trustees at the California CPA Education Foundation.


DECEMBER 5, 2017

✔ REGISTER ONLINE

TOPIC TBA

BRUCE BRADEN

CEO AND FOUNDER, F2 OILFIELD SERVICES, AND NEOK ENERGY, LP

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Bruce Braden is the CEO and Founder of F2 Oilfield Services in North Texas and NEOK Energy, LP in Oklahoma. In addition to operating energy service companies, Bruce also uses his entrepreneurial and leaderships skills in the real estate market where he devotes a majority of his time and energy.

His investments include The Stanford Storytelling Project, the Braden Diabetes Center at Marin General Hospital, and GGU’s School of Taxation. Braden is an active member of the Golden Gate University Board of Trustees and was a GGU Taxation instructor from 1978 to 1981. In recognition of his significant contributions to the university’s educational capabilities and services, GGU awarded Braden with the Amicus Award in 2012.

A Stanford University undergraduate alumnus and veteran of the United States Army, Bruce holds an MBA with a concentration in Taxation from Golden Gate University (’74).


For more information on the event please write tax@ggu.edu.

Should I Get a Master’s Degree in Taxation?

By Eric Lee, Lecturer and Director of Academic Quality & Training, Golden Gate University


I posed this exact question to my mentor, a tax partner at KPMG, one of the Big Four public accounting firms, in the 1990s. At the time, I had completed one year as a tax staff. My mentor answered my question by simply stating, “Yes, assuming you want a career in taxation.”

Thus, it quickly became a matter of “when”, not “if”, I should get my master’s degree in tax. Why was timing so important? Taking graduate-level tax classes is challenging. I wanted to take classes when I did not have other substantial commitments outside of my full-time job as a tax staff. In fact, I planned to avoid Spring semester courses because that was during the busy season when tax preparers often work 55-hour weeks.

Education for the Real World

Shortly after that conversation with my mentor and having just passed the CPA exam, I decided the time was right to begin taking classes toward the Master of Science in Taxation degree at Golden Gate University. Fast forward 25 years, I have enjoyed a very successful and rewarding career in taxation as a member of senior management at a very large public accounting firm.

I started my education at GGU in the evenings, walking the short distance from KPMG’s office to campus. I quickly realized that the classroom experience was like none I had ever had. The courses were led by faculty with substantial academic and real-world experience, bringing in concrete real-world issues and challenges. My fellow students had diverse real-world experiences, including working in small and large public accounting firms, corporate tax departments, and governmental agencies. The diverse student backgrounds helped trigger engaging classroom discussions as we explored the technical material.

I started my education at GGU in the evenings, walking the short distance from KPMG’s office to campus. I quickly realized that the classroom experience was like none I had ever had.

The reality is that the Internal Revenue Code is both voluminous and complex. The two thick volumes of the Code are longer than the seven Harry Potter books, combined! Further, the Code is supported by six volumes of Regulations, IRS Revenue Ruling and Procedures, and endless amounts of tax case law. It is impossible for any one person to learn it all. The magic of a Master’s Degree in Taxation from GGU is that it teaches you how to research, read, and apply the myriad of tax law to a taxpayer’s set of facts. So, even if you have never seen a set of factual circumstances before, you will know how to identify the potential tax issues and find the solution.

Another major benefit of getting a Master of Science in Taxation at GGU is the material learned is very relevant in the real world. Many times, I applied what I learned during class the next day on the job in a client situation. After three years of experience in public accounting, you begin having client contact. Talking directly to clients who are paying a substantial sum of money for your tax guidance can initially be intimidating. However, the knowledge gained during classes gave me the confidence to ask appropriate questions to understand the client’s facts. Also, by understanding not only the tax law — but also the underlying theory and purpose of the tax law — gave me the ability to explain tax issues and tax law to the client in layman’s terms.

Getting a master’s in taxation degree, especially while working, is not easy. But, neither is the tax law. Despite missing a few Monday Night Football games over the years, I never regretted my decision to get my master’s in Taxation degree.


About Eric Lee, CPA

Eric Lee is an accomplished professor with 20 years of university classroom experience, a CPA, 20 years of public accounting experience, and author of 5 published books. He holds a master’s degree in taxation (’97) from Golden Gate University.


REQUEST INFORMATION ABOUT THE MASTER OF SCIENCE IN TAXATION DEGREE >>