carole foos team member page portrait

CAROLE C. FOOS CPA

PARTNER

Carole Foos is a Certified Public Accountant (CPA) and tax consultant to OJM Group clients, including physicians, professionals, and their businesses. Carole has over 25 years of experience in accounting, tax planning, and financial consulting. She was formerly a manager in the tax department of a Big 4 firm and spent several years in public accounting at local firms.

Carole is a co-author of more than a dozen financial resources, including Wealth Planning for the Modern Physician, Wealth Management Made Simple, and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. She has also authored numerous articles and presented lectures, webcasts, and podcasts on tax planning, wealth management, and other financial topics.

Carole serves on the Archbishop Moeller High School Academic Committee and the University of Cincinnati Economics Center Development Committee and is a member of the AICPA and OSCPA.

Education and Professional Designations
 
Xavier University
BS in Business Administration (Accounting)
 
Certified Public Accountant

RECENT ARTICLES, VIDEOS & PODCASTS

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David Mandell

Tax Diversification

It is not surprising that the top financial goals of physicians and other high-net-worth investors…
physician financial advisor looking at tax issues
Webcasts

Tax Update for Physicians

OJM Group Partner Carole Foos, CPA, provides an overview of the Build Back Better Act…
tax form 1040 and american flag
Carole Foos

The Current State of Tax Reform

TAX UPDATE ON THE PROVISIONS IN THE BUILD BACK BETTER ACT While the passage of…