Accounting Expert 522575 CA(S)


Expertise Description

I have over 40 years experience in Accounting. I have worked with Income Tax Planning, Estate Planning, Representation in IRS Audits, Second Opinion Service, and Taxation Teaching Services. I have also provided numerous clients with deposition, consultations, and courtroom testimony for more than 40 years as an accounting expert witness.

Areas of Expertise


Expert Witness

My Expert Witness experience includes: Criminal & Civil Tax and Accounting including Business Contracts, Contractor Accounting, Corporate Tax, S Corporations, Estate Taxes, Excise Taxes, Governmental Accounting, Individual Tax, Alternative Minimum Tax, Net Operating Losses, Partnership Accounting & Tax, Property Tax, Tax Aspects of Divorce, Taxation of Agricultural Coops, Tax Shelters, Tax Aspects of Personal Injury, Wrongful Termination Damages, Fiduciary Tax & Accounting, California Tax, CPA Practice Sales, CPA ethics and professional responsibilities.


Education

Degree Subject Institution
M.B.T. University of Southern California
M.B.A. California State University – Fullerton
B.S. Cal Poly University – Pomona

Licenses Certifications

Certified Public Accountant

Awards & Affiliation

National Association of Estate Planning Councils
Associated Accounting Firms International (AAFI)
Estate Planning Council of San Bernardino County

Primary Affiliation

National Association of Estate Planning Councils



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