Kent E. Noard, CFP® EA
Kent E. Noard has been in private practice since 1981 providing tax preparation and planning, and financial planning and consulting.
Kent is a Certified Financial Planner® and a member of the Financial Planning Association (FPA). Kent provides fee-only planning centered on the setting and attainment of goals and objectives and planning for future needs.
He does not sell any products nor does he manage individual portfolios. Should the need arise, Kent has an extensive network of professionals that he works with on a constant basis to provide the additional services that may be required by clients.
Tax Planning and Preparation
He is an Enrolled Agent, meaning that he is enrolled to practice before the Internal Revenue Service. This allows him to represent clients before the IRS and the Franchise Tax Board. He is a member of the National Association of Enrolled Agents (NAEA) and the State Association (CSEA) and local Chapter (Mission Society). Prior to entering private practice, Kent was employed with the Internal Revenue Service. During his career with the IRS, he was a collection representative, an office auditor, a revenue agent, and the Assistant Tax Shelter Coordinator for the San Francisco District.
Kent’s main activity is the preparation of tax returns for individuals, small businesses (including partnerships and corporations), and trusts and estates. Although he is well-versed in tax law, his areas of expertise include employee stock option planning for both non-qualified and incentive stock options, and real estate taxation, including investment analysis, sales of residences and other types of real estate, and tax deferred exchanges under Section 1031. In addition, Kent devotes a significant amount of time helping clients plan for their tax obligations so that they can take advantage of various legal techniques to reduce a pending tax liability.
Kent earned his Masters degree in Taxation from Golden Gate University in 1981 and his Bachelors degree in Accounting from San Jose State University in 1976.
Classroom Instructor – Retired
Kent was an instructor and co-coordinator of the PFP Certificate program at the University of California at Santa Cruz Extension. The certificate program is accredited by the CFP Board of Standards, allowing students who complete the program to sit for the CFP examination. At UC Extension, he taught the Income Tax Planning and Practicum courses, and had previously taught the Survey of Personal Financial Planning, Mathematics of Financial Planning and Employment Benefits and Retirement Planning classes. He has also taught classes on Individual Income Taxation in the graduate finance program at Golden Gate University and the undergraduate program at National University.
Kent has made presentations on taxes, tax planning, and financial planning to: DeAnza College Senior seminars, the Silicon Valley Chapter of the FPA, the FPA Northern California Regional Financial Planning Conference, the East Bay Chapter of the FPA, the San Francisco Chapter of the FPA, the East Bay Chapter of the Taxation Committee of the California Society of CPA’s, the Santa Clara County Estate Planning Council, the Peninsula Estate Planning Council, and the California Society of Tax Consultants. His presentations include topics such as Employee Stock Options, Alternative Minimum Tax, Analyzing a Tax Return for Financial Planning Issues, Issues relating to Real Estate Taxation, and Tax Planning for Financial Planners.
Kent and his wife, Lana, the “L” of KLN Financial Group, love to travel and the preferred method is by cruise ship. They have cruised such faraway places as Australia and New Zealand, Europe (France, Italy, Great Britain, Ireland, Germany, Spain, Portugal, Austria, and Czech Republic), the Baltic States (Norway, Sweden, Finland, and Estonia), St. Petersburg, Russia, and Southeast Asia (Singapore, Thailand, Vietnam, Japan, South Korea and China. Closer to home, they have been to Alaska, Mexico, various Caribbean islands, Newfoundland and Nova Scotia, Canada, and Bermuda.