Fellow, National Tax Practice Institute
Margy Dunn is a Fellow of the National Tax Practice Institute. She holds a Series 6 and Series 65 securities license and is a California Life Insurance Agent. She serves on the California Tax Education Council Board of Directors as Chairperson appointed by the National Association of Enrolled Agents. Margy has served as a Director for the Mission Chapter of Enrolled Agents and the California Society of Enrolled Agents. She served as the Education Chair for CSEA between 2010 and 2013 and has served on numerous committees for CSEA. In 2013 Margy was honored as the EA of the Year by the CSEA and was honored with the Lifetime Achievement Award by Mission Society of Enrolled Agents in 2010.