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It details his extensive career background, including roles at major corporations like General Motors and Electronic Data Systems, as well as his leadership of his own tax consulting firm, Ortman and Associates. The document highlights his commitment to soft skills and leadership training for Fortune 500 companies and his academic contributions as an adjunct faculty member at the Kelley School of Business. It further outlines his specialized knowledge in tax-efficient retirement planning, estate planning, and current tax law, alongside his credentials as a CPA and Enrolled Agent. 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His career began in both public and private accounting—including roles with General Motors and Electronic Data Systems—before launching his own tax consulting firm, Ortman and Associates. There, he provides strategic guidance to individuals and businesses, helping them navigate the everchanging landscape of taxation.  \nRoger’s passion for teaching and employee development led him to collaborate with Picture This, delivering soft skills and leadership training to organizations such as Eli Lilly, Roche, OneAmerica, Rolls Royce, Dow AgroSciences, and Marathon Petroleum, among other Fortune 500 companies.  \nHis ability to make complex or mundane topics understandable and engaging provided him the opportunity to teach various continuing professional education (CPE) courses at top 100 accounting firms. Roger’s CPE instruction covers a wide range of topics such as tax-efficient retirement planning including Social Security and Medicare strategies, estate planning with trusts, and timely tax law updates.  \nHe also serves as an adjunct faculty professor in the Master of Science in Taxation program at the Kelley School of Business at Indiana University Indianapolis, where he shares his deep knowledge and practical expertise with the next generation of tax professionals.  \nRoger holds a Master of Science degree in Taxation and a Bachelor of Science degree in Accounting from Indiana University Purdue University Indianapolis. He is a Certified Public Accountant as well as a licensed Enrolled Agent. Roger is a member of the American Institute of Certified Public Accountants, Indiana CPA Society, National Association of Enrolled Agents, and Indiana Society of Enrolled Agents.","cbCaimhxQHKGePrq","https://ap.wps.com/l/cbCaimhxQHKGePrq","pdf",266209,"English","# Professional Background\n## Accounting and Consulting Experience\n## Corporate Training and CPE Instruction\n## Academic Appointments\n## Professional Credentials and Memberships","[{\"question\":\"What are Roger Ortman's primary professional credentials?\",\"answer\":\"Roger Ortman is a Certified Public Accountant (CPA) and a licensed Enrolled Agent (EA).\"},{\"question\":\"What specific topics does Roger Ortman teach in his continuing professional education courses?\",\"answer\":\"His CPE instruction covers tax-efficient retirement planning, Social Security and Medicare strategies, estate planning with trusts, and timely tax law updates.\"},{\"question\":\"In which academic institution does Roger Ortman serve as an adjunct faculty professor?\",\"answer\":\"He serves as an adjunct faculty professor in the Master of Science in Taxation program at the Kelley School of Business at Indiana University Indianapolis.\"}]","Roger Ortman - Professional Tax Instructor and Consultant - Biography | PDF",1790403821]