Education and Professional Designations

Master of Taxation: Arizona State University
Master of Business and Healthcare Administration: University of Mississippi
Bachelor of Science: University of Arizona
CPA Designation: 1996
CFP Designation: 2001
Certified Specialist in Estate Planning: 2001
Certified QuickBooks Proadvisor

Experience

Extensive experience with small businesses
o Entity selection o Accounting compilations and reviews
o Business analysis and cash flow projections
o Tax planning and preparation

Played a key role in helping owners turnaround their financially distressed companies

Financial and tax planning for individuals and business
o Real estate
o Healthcare
o Personal services
o Financial services
o Non-profits
o Many others

Over 10 years experience tax planning and preparation
o Trusts, including martial funding after death of spouse
o Estates
o Charitable trusts

Teaching and Seminars

Graduate and undergraduate classes in tax and accounting: University of Phoenix
Business Structures, Broker Finance, Taxes and Recordkeeping: Arizona School of Real Estate and Business
Estate Planning and Income Tax Planning: College of Financial Planning (in CFP certification courses)
Trust Funding: Arizona Bar Association, Probate Section

Publications and Awards

AZCPA, official publication of Arizona Society of CPAs
o Trust Funding in a Bear Market
o Supporting Not-for-Profits: The Maze of Choices

Regular contributor to Journal of Business and Real Estate

Recipient of 2003 Distinguished Faculty Award: University of Phoenix