Expertise Description
I have over 20 years experience in accounting with expertise in tax planning, practice management, and practice transitions for dentists. I provide private and public services to a wide variety of dental specialties, including general dentists, orthodontists, periodontists, oral surgeons, endodontists, and pediatric dentists. I have spent over a decade providing consultations and courtroom testimony as an accounting expert witness.Areas of Expertise
Education
degree | Subject | Institution |
---|---|---|
M.S. | Taxation | Golden Gate University |
B.S. | Accounting | Fresno Pacific University |
Licenses Certifications
Certified Public Accountant, State of California
Certified Public Accountant, State of Nevada
Certified Valuation Analyst, National Association of Certified Valuation Analysts
Awards & Affiliation
AICPA (American Institute of Certified Public Accountants)
CalCPA (California Society of Certified Public Accountants)
NACV A (National Association of Certified V aluation Analysts)
Institute of Dental CPA’s
Fresno Estate Planning Council
Primary Affiliation
AICPA (American Institute of Certified Public Accountants)
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