STUART'S PROFILE

Stuart P. Sobel is the President of Stuart Sobel Consulting, Inc., which is located in Indianapolis, Indiana.  A branch office in San Salvador, El Salvador serves Latin American clients.

His firm provides tax consulting in many areas including tax planning, business creation, tax-exempt filing, strategic planning, charitable giving, employee benefits, and tax-free exchanges.  He has helped to create thousands of diverse businesses and nonprofit organizations including public charities, trade associations, and athletic organizations worldwide.   Stuart has helped to form international entities in a number of countries including Belize, Senegal, Central African Republic, El Salvador, Mexico, Lebanon, Suriname, Guinea, Sierra Leone, Ghana, Cameroon, Bulgaria, Romania, Zimbabwe, Iraq, Philippines, Romania, Kenya, Congo, Zambia, and Nicaragua.

During his 30 years working for the Internal Revenue Service, Stuart held a number of positions including Internal Revenue Agent, Chief Examination Branch, Chief Review Staff, and Group Manager.   His responsibilities included oversight of the audit selections, examination of tax returns, and technical approval of completed cases.

Stuart has served on the board of the Indianapolis Small Business Administration Service Corps of Retired Executives (SCORE) where he holds “Emeritus” status.  He is a member of the board of the Central Indiana Better Business Bureau which covers 46 counties and where he serves as both treasurer and chairman of the Charities Program.  Stuart also currently serves on the board of Family Development Services, which administers the Head Start Program.

Stuart has taught numerous workshops for organizations such as the United Autoworkers Union, AT&T, General Motors, and the National Treasury Employees Union.  The organizations provided these workshops for their employees who were contemplating starting a business upon their retirement or displacement from employment.

Stuart teaches business startup, nonprofit management, accounting and several tax courses as a member of the adjunct faculty of Indiana University – Bloomington, Indiana University Southeast – New Albany, and Indiana University/Purdue University of Indianapolis.  He is on contract with and teaches CPA tax planning throughout the United States for Surgent McCoy CPE, LLC.

Stuart is the producer and host of his own radio program called Wise Choices: Taxes and Charity Today, which airs weekly on radio stations.  He has often appeared as a charity and tax expert on Indianapolis Fox television channel WXIN 59’s AM News and CBS channel WISH 8’s Religion in Indiana.  The media has referred to him as the “Guru of Giving”.

(download Stuart's Bio here)