Points of Distinction
Experience
- Trust / Estate Tax Returns
- Business Tax Returns & Tax Consulting
- Financial Statement & Accounting / QuickBooks Consulting
- Real Estate Tax Planning and Investment Analysis
- Executive Tax Consulting
- Individual Tax Returns & Tax Consulting
- Price Waterhouse, LLP (now PriceWaterhouse Coopers - "Big 4" firm - accountants for the Academy Awards and Fortune 500 companies)
- University Accounting Instructor/Lecturer, San Diego State University
Memberships
Education
Continuing Education
I typically exceed the required 80 hours and do about 120 hours of continuing education every two years in the subject areas that are the focus of my practice – courses taught by national experts in the fields of tax and accounting.
Los Angeles, CA. Leventhal School of Accounting at the Marshall School of Business, Master of Accounting ("Top 5" Accounting Program in the Nation), Honors: Academic Fellowship; Beta Alpha Psi (National Accounting Honor Society)
Los Angeles, CA. Bachelor of Arts/European Studies; Pi Kappa Alpha Fraternity
Costa Rica, Central America. Student exchange program: cultural and language (Spanish)
San Diego, CA
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I am a fee-only professional compensated on an hourly or project-fee basis. I maintain my independence and objectivity by refusing to sell insurance, annuities, mutual funds, or software –
I do not earn commissions.