Oct 8, 2015 ,

Position:

  • Shareholder

Years of Experience:

  • Twelve

Education:

  • California State University Sacramento, B.S., Business Administration (Accountancy), Summa Cum Laude

Experience:

  • Experience in the taxation of individuals, trusts, estates, partnerships, corporations and tax-exempt corporations.
  • Experience in the representation of individuals, businesses, and nonprofits to the IRS and other regulatory agencies upon audit.
  • Consultant to businesses in various areas including tax planning, entity choice, stock and sales agreement, and financial analysis.
  • Emphasis on estate and trust taxation, estate planning, planned giving and family-owned businesses
  • Experience with a Big Four CPA firm before joining Gilbert Associates.

Professional Affiliations:

  • Allinial Global
  • Folsom Chamber of Commerce
  • Sacramento Estate Planning Council
  • California Society of Certified Public Accountants (CalCPA)
  • American Institute of Certified Public Accountants (AICPA)

Recent Continuing Education:

  • Various in-house training related to Taxation
  • Spidell Publishing Inc. 2017/ 2018 Tax Update
  • Advanced Estate Planning Conference
  • Sacramento Estate Planning Council 2018 Tech Forum
  • SSARS 21: The Newest thing in Compilation and Review
  • Accountancy Laws, Ethics, Taxes, and Financial Reporting Reviewing
  • Common Frauds and the Internal Controls Designed to Prevent and Detect
  • Advanced Estate Issues: The Art of the Estate Tax Return
  • Advanced Tax Planning