Education

Master in Taxation, University of Akron B.S. in Accounting, University of Akron Holy Name H.S., Parma Heights, Ohio

Overview

More than 25 years of experience, I assist corporate executives and individuals with their respective tax planning needs. I also have extensive experience with corporations and partnerships, and the taxation of pass-through entities including S corporations and trusts. Before joining Bruner-Cox LLP and CLA, I previously held positions as senior tax manager and tax consultant with several regional and international accounting firms in Northeast Ohio. I have presented at numerous seminars on the topic of tax legislation and related topics for many organizations together with serving on boards of many community organizations during my career.

Upcoming speaking engagements

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Resources and event materials

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In the community

Past Vice Chair Akron Symphony Board and Chair Finance Committee Akron Symphony Board; Past President Copley Fairlawn School Foundation Board; Current President Copley Homeowner's Association; Past President Akron Tax and Estate Planning Council and Treasurer Akron Tax and Estate Planning Council; Greater Akron Chamber Government Affairs Committee and Greater Akron Chamber Small Business Council; International Referral Network Past Ethics Chair and Past Member Fairlawn Area Chamber of Commerce American Institute of CPA's Ohio Society of CPA's