Expertise DescriptionI 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
My consultant services include adjunct faculty at college level.
|California CPA License|
|SEries 7 Stockbrokers License|
|Society of CPAs|
|Oakhurst Sierra Rotary Club|
Awards & Affiliation
California Society of CPAs
Partial List of Consulting Expert Witness Cases