R. Eric Kalter CEO, CPA founded Kalter Financial Group in 1985. He is a leader in the accounting industry who regularly conducts Advanced Wealth Tax Strategy Workshops for clients of California, as well as New York CPA firms. He has extensive experience in Advanced Tax Planning, expertise in litigation support, and health care accounting.
Eric Kalter has more than seven years experience in the financial services industry. He specializes in high net worth clients throughout the United States. He provides knowledge and experience as an expert witness not only in Advanced Tax Saving strategies, but also on Estate Planning and Asset Protection. He strives to build strong relationships with his clients by providing them with innovative and reliable work, as well as consistent tax and financial services.
In 1982, Eric earned a Bachelor of Arts degree from California State University of Fullerton in Business Administration, with a concentration in accounting and finance. He was licensed as a Certified Public Accountant in 1984.
Eric has held seminars on the following topics:
- Entity Structuring
- Advanced Tax Strategies
- Power of incorporating
- How the Rich get Wealthy
- High End Tax Strategies to High Net Worth Clients
- Retirement Planning
- Stretch IRA
- How to Use Annuities to Increase Retirement Income.
Some of the companies that Eric has been a guest speaker for include:
- LifePro
- Inter Securities
- Eco Tax
- Chino Commercial Bank
- Washington Mutual Bank
- Citibank
R. Eric Kalter, CPA
Registered Representative
CA Insurance Lic. #0D16740
Securities, financial planning and investment advisory services offered through Financial Advisers of America, LLC, an SEC Registered Investment Advisor and Registered Broker-Dealer, Member FINRA/SIPC. Financial Advisers of America, LLC, Jay Sesto and Kalter Financial Group are separate and unaffiliated companies.