May 29, 2015 ,

Position:

  • Shareholder

Years of Experience:

  • Thirty-three

Education:

  • California State University, Sacramento, B.S.
  • Golden Gate University, M.S., Taxation

Experience:

  • Extensive experience in taxation for non-profits, real estate, and privately held businesses.
  • Review, preparation, and representation to IRS for individual, partnership, and corporate taxes.
  • Emphasis in the areas of tax planning, preparation and representation on audit by regulatory agencies.
  • Consultant to businesses in the areas of internal controls, budgeting, tax planning, personnel recruitment, and accounting system upgrades.
  • Experience providing workshops for board members on various aspects of business operations, including budget preparation and understanding financial statements.
  • Experience with a national CPA firm prior to joining Gilbert Associates, Inc.

Professional and Civic Affiliations:

  • American Institute for Certified Public Accountants (AICPA)
  • California Association of Non-Profits
  • California Society of Association Executives
  • California Society of Certified Public Accountants (CalCPA)
  • Certified Public Accountants Associates International (CPAAI)
  • Financial Executives International
  • Folsom Chamber of Commerce
  • Allinial Global

Recent Continuing Education:

  • Individual Tax Update
  • Taxation Updates
  • Taxation of Partnership
  • Taxation of Entity Choice
  • Nonprofit Taxation Classes
  • Real Estate Conference