Expert 389880 - CA(N)


Expertise Description

I have more than 35 years experience in Taxation and Accounting. I specialize in all phases of taxation; accounting and management services; and services for non-profit organizations, small businesses, and individual tax clients. My expertise includes taxation of individuals, partnerships, corporations, trusts and estates; investment planning; retirement planning; estate planning; tax issues with IRS; and business ownership. Holds both securities licenses and insurance licenses. I have over 30 years expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise


Consulting Experience

My consultant services include adjunct faculty at college level.


Education

DegreeSubjectInstitution

Licenses Certifications

California CPA License
SEries 7 Stockbrokers License
California
Society of CPAs
Oakhurst Sierra Rotary Club

Awards & Affiliation

Primary Affiliation

California Society of CPAs


Partial List of Consulting Expert Witness Cases



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