May 29, 2015 ,

Position:

  • Senior Tax Manager

Years of Experience:

  • Fourteen

Industry Team Membership:

  • Tax
  • Privately Held Business
  • Nonprofit and Associations

Education:

  • California State University, Chico, B.S., Business Administration (Accountancy and Human Resources)

Experience:

  • Responsible for review of a variety of individual, trust, partnership, tax-exempt and corporation returns, and various professional services.
  • Consulting experience includes IRS inquiries and audits, tax planning, research, business valuation, business entity filings, and tax-exemption filings.
  • Review and preparation of various review and compilation engagements including planning and preparation of financial statements and any applicable research.
  • Manager in charge of training, supervising and evaluating staff on a variety of tax and attest engagements.
  • Experience in presentations and giving educational seminars in tax specific areas.  Have published articles involving tax topics in publications.
  • Experience in a variety of industries including privately held businesses, corporations, partnerships, S-Corps, limited liability companies, limited partnerships, real estate development, construction and manufacturing, charitable organizations and associations.

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Past Treasurer of the Volunteer Center of Sacramento

Recent Continuing Education:

  • Federal and California tax update seminars
  • Tax research training
  • Exempt organization taxation
  • Pass-through entities – Forms 1120S and 1065
  • Accounting for income taxes
  • Compilation and review – current issues
  • Income taxation and administration of trusts and estates
  • LLC’s, Partnerships and S Corporations update
  • Multi-state taxation
  • AHI Supervisory training