Oct 8, 2015 ,

Position:

  • Senior Manager

Years of Experience:

  • Eleven

Education:

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

Experience:

  • Experience in the preparation and review of a variety of tax returns including individuals, trusts, estates, partnerships, corporations and tax-exempt corporations.
  • Experience on a variety of audit, review and compilation engagements including planning and preparation of financial statements and any applicable research.
  • Speciality experience in various industries and areas including trust and estates, construction contractors, and real estate.
  • Experience with a Big Four CPA firm before joining Gilbert Associates.

Professional Affiliations:

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

Recent Continuing Education:

  • Various in-house training related to Taxation and auditing
  • Spidell Publishing Inc. 2016 Fall Tax Training
  • AICPA Construction Industry Conference
  • Advanced Estate Planning Conference
  • Compilation of Reviews: Risks, Procedures, and Fraud
  • Tangible Property Regs and Tenant Improvements