Russell Alan Beal

Current Employers

Employment History

• 07/2011 → 10/2017
  Kpmg Llp
  Sacramento, CA
• 11/2017 → 08/2018
  Weston And Tuttle Llp
  Cameron Park, CA
• 09/2018 → 12/2020
  Kbrb, Inc.
  Cameron Park, CA
• 01/2021 → Present
  Weston And Tuttle Llp
  Cameron Park, CA
• 11/2024 → Present
  Osaic Wealth Inc
  Cameron Park, CA

Other Businesses

1. Name of Business - Weston and Tuttle LLP Investment Related - No Address - 3420 Coach Lane, Suite 11, Cameron Park, CA 95682 Nature of Business - Tax and Accounting firm for small businesses and individuals Position - 33% partner. Title - Partner Start Date - 01/01/2021 Hours devoted to business/month - 160 Hours devoted to other business during trading hours - 100% Duties - My primary function is to perform income tax return preparation for small businesses and individuals. I also perform other accounting consulting services such as bookkeeping, payroll and tax planning. Given we are a small company with 2-4 employees (depending on time of year) I also help with typical office and administration roles such a technology, HR, etc. 2. WESTON AND TUTTLE LLP POSITION: Partner of Taxation NATURE: Accounting firm operating as a Limited Liability Partnership (LLP) INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2017 ADDRESS: 3420 Coach Ln, Cameron Park CA 95682, United States DESCRIPTION: I provide tax preparation and consulting services to small businesses, individuals, trusts and estates. My office also assists with payroll and sales tax filings.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-15

Other Names

• Russell Beal