This webinar was held Dec. 3rd, 2020.

Featuring two speakers from LifeTime Tax Management: Courtney C. Campbell, CPA,  and Mark Girimonte, CPA | Hosted by Jonathan Shepard.

Join us for an overview of year-end tax planning strategies. This webinar discusses the latest tax and investment issues that impact individuals, families, and businesses and identify year-end planning opportunities.

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Courtney C. Campbell, CPA – Before beginning her own firm in 1992, Courtney worked for several CPA firms in Raleigh and Louisiana. By taking the time to get to know her clients, Courtney tries to provide exceptional service with a personal touch. “Prior to our firm joining Lifetime, I assembled a wonderful team of accountants and staff persons who help service and love our clients just as much as I do!” Courtney and her firm joined LifeTime Tax Management in 2020.


Mark Girimonte, CPA – Mark began his professional career in Long Island, NY after graduating from Hofstra University in 1982 with a BBA in Accounting. Prior to beginning to work at LifeTime Tax Management in September of 2020, Mark worked for a number of CPA firms in NY, NJ and NC, with the majority of his experiences in individual and business taxation. He was also a Corporate Tax Manager from 1997 – 2007. Mark passed the CPA exam in NY in 1994, and he has been credentialed in NC since 2014.


Tax preparation, accounting, and payroll services offered through LifeTime Tax Management, LLC. are separate and unrelated to Commonwealth.

About The LifeTime Learning Series

The LifeTime Learning Series offers short webinars on the 1st and 3rd Thursday of each month. Each session features a different topic, one that’s relevant to you and your financial future. (And don’t worry – educational content only. No product pitches allowed!) The sessions will all be free and open to the public, as part of LTAM’s commitment to offering financial literacy resources to the community. Learn more about the series and other upcoming topics by visiting The LifeTime Learning Series.