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
