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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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Carole Foos

What You Should Know About the Biden Tax Proposals

With the Democrats controlling both houses of Congress, there is a likelihood that President Biden's…
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Webcasts

2021 Tax Planning: The Biden Tax Plan & More

With the Democrats in control of both the House and now the Senate, and the…
Carole Foos

2020 Year-End Tax Tips

Along with some COVID-19 related tax changes, the result of the recent Presidential election tends…