Hayden Adams, CPA, CFP, provides analysis and insights on topics including income tax planning, tax-efficient investing, asset allocation, and retirement withdrawal strategies for a range of Schwab clients and advisors. He publishes commentary and insights regularly on Insights & Education and in Schwab's Onward magazine. He regularly educates the public on tax-related topics through appearances at public conferences, in podcasts and webcasts, and he is quoted in financial and philanthropic media. Hayden previously led Schwab's tax compliance function, providing expertise on tax reporting for Schwab clients. He also served as Schwab's lead representative on tax regulatory matters.
Prior to joining Schwab in 2015, Hayden worked for eight years at the IRS as a senior auditor for complex flow-through entities (such as partnerships, S corporations and LLCs) and high-net-worth individuals. His past work also includes financial reporting for an international insurance company and audit services in public accounting. He holds a B.A. in Finance and Accounting from the University of Central Florida. He is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP).