Education
Education/professional involvement
• Bachelor's of science in accounting from Eastern Illinois University, Charleston, Illinois
• American Institute of Certified Public Accountants
• Accredited in Business Valuation
• Arizona Society of Certified Public Accountants
• National Association of Certified Valuation Analysts
Overview
Technical expertise
• Taxes - Have consulted with both corporations and individuals on business tax matters including
o Liquidations
o Purchase/sale
o Real estate
o Pension/Profit sharing
o General tax matters
• Preparation and review of all types of tax returns
• Business valuations
o Valuation of numerous businesses establishing value of businesses for estate or gift tax purposes, purchase or sale, or litigation
• Litigation services
o Served as an expert witness on business valuation, accounting, divorce, and tax issues in numerous cases
• Estate Planning
o Assisted numerous clients in structuring ownership of assets, transfer of assets and other planning for estate and gift tax purposes
• Cost Segregation Study
Categorization of building components and leasehold improvements into shorter lives for tax depreciation purposes
Upcoming speaking engagements
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Resources and event materials
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In the community
Civic organizations
• New Centurions
