Education

California Polytechnic University, Pomona

Overview

*Labor Unions - Audit, LM-2 Preparation, Form 990/199 Preparation

*Multi-employer defined benefit and contribution retirement plans and health and welfare plans - Audit, Form 5500 and 990/199 Preparation

*Community Colleges and Auxiliaries - Financial Statement Audit, Compliance Audit, and Informational return preparation for auxiliaries

*Retirement Homes - Audit and Form 990/199 Preparation

*Religious Organizations - Audit of Financial Statements

Upcoming speaking engagements

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Resources and event materials

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