May 29, 2015 , ,

Position:

  • Vice President
  • Shareholder

Years of Experience:

  • Twenty-one

Industry Team Membership:

  • Tax
  • Privately Held Business
  • Accounting Services and Software Consulting
  • Real Estate
  • Nonprofit and Associations

Education:

  • American River College, Sacramento
  • California State University, Sacramento, B.S. (Accountancy)

Experience:

  • Shareholder in-charge on the Firms Tax Department and Accounting Services Department.
  • Consultant to a variety of industries including associations and nonprofits, construction, real estate, retail, food services, professional services and not-for-profit organizations.
  • Experience includes accounting software evaluation, recommendation and implementation.  Tax compliance, research, planning and private letter rulings.  Applications for tax exemption.  Board presentation include: cash flow projections and management, budgeting, as well as understanding financial statements and tax return information.

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Recent Continuing Education:

  • Partnership and LLC Taxation: Advanced Issues
  • Tax Planning and Compliance for Multinational Families
  • Internal Controls Essential for Financial Accounting
  • Advanced Compilation and Review
  • 2015 Federal/State Tax Update
  • Passive Loss and At-Risk Rules
  • Financial Statement Disclosures
  • Advanced Tax Planning Techniques
  • Tax Exempt Organizations Advanced Tax Issues
  • Basis Calculations and Distributions for Pass-Through Entities
  • Public Charities Tax Return Compliance Primer
  • Cloud Computing
  • Tax Strategies for the California Business
  • Internal Controls for Small Business Accounting Systems
  • Repair Regulations (TPR)