Prof. Polak’s formal education includes a B.S. Accounting (summa cum laude) from Johnson and Wales University, M.S. Administration & Management (honors) from Saint Michael's College, and a J.S.M. Masters of Juridical Science (cum laude) in International Tax & Financial Services from Thomas Jefferson School of Law.
He works for TABS, Inc. which is located in Saint Albans, VT. The firm offers Traditional Tax and business consulting, as well as, Financial Services to individuals who wish to reduce their tax burden via use of Advanced Tax Applications and Financial Products. Prof. Polak also teaches various graduate law courses at Thomas Jefferson School of Law (where he is also a Subject Matter Expert for two JSD candidates) and Texas A&M University, School of Law, as well as, a being a Board Member and Professional Speaker for the Global Academy of Financial Management.
Recently he retired from the U.S. Department of the Treasury, Internal Revenue Service where he served for over twenty-five years as a Senior Internal Revenue Agent in the following Divisions; Small Business/Self Employed (General Income Tax Agent), Large Business & International (Financial Products and Transaction Examiner) and Tax Exempt/Government Entities Division (Federal, State and Local Government Specialist).
Prof. Polak is a licensed Certified Public Accountant (VT), and an accredited Personal Financial Specialist (AICPA), Certified in Financial Forensics (AICPA), Global Chartered Management Accountant (AICPA), Certified Fraud Examiner (ACFE), Insurance Producer (VT), Investment Advisor Representative (VT) and holds FINRA 6 and 63 securities licenses. Other credentials include, Chartered Wealth Manager (GAFM), Chartered Asset Manager (GAFM), Master Project Manager (AAPM) and Certified International Project Manager (AAPM).
Awards have included; the United States Department of Treasury’s prestigious Albert Gallatin Award; numerous Performance; Time-Off, Manager’s; Individual Special Acts and Service awards. He has also served as an Acting Team Manager and Leader for Standardized Employment Tax Work-Papers; Tip Rate Agreement Coordinator (State Of Vermont); Cooperating Agent Investigative Team (Saving And Loan) with Internal Revenue Service’s Criminal Investigation Division, Federal Bureau of Investigation, Federal Deposit Insurance Corporation and the Secret Service; Paper-Less Work-Papers & M-1 Auditing, IRS Website Redesign (FSLG); FSLG External Training Team; FSLG Customer Service Team; Financial Products SEC Key Word Query Team; Whistle Blower Program (Insurance); Financial Products Classroom Training Instructor (Certified IRS Trainer) and Internal Revenue Service Representative on Grand Jury Cases.
Other positions held include AICPA Editorial Advisor for the “Journal of Accountancy” and “The Tax Advisor”, Course Reviewer for the National Association of State Boards of Accountancy, Board Member for the Global Academy Financial Management and an Advisory Council Member for the Association of Certified Fraud Examiners.