As an experienced leader in all aspects of taxation, auditing, and business planning, I have more than 45 years of experience in public accounting, including negotiating corporate sales, mergers, acquisitions, and divisional spinoffs.
I primarily assist corporate owners and executives, closely held corporations, partnerships, LLCs, and trusts navigate safely through the complicated tax minefield. I spend time serving clients by understanding their top priorities and introducing them to unique tax solutions.
I enjoy consulting in the areas of business management, business succession planning, estate planning, and the preparation of comprehensive personal financial plans. I’m honored to represent my clients before the IRS, FTB, and all other state governmental agencies
Today, I am passionate about public speaking and sharing my knowledge with local and national newspapers and magazines various tax matters, including the Orange County Business Journal, Medical Office Today, Construction Today, BusinessWeek, Wall Street Journal, Dow Jones, Consumer Reports, Orange County Register, LA Times, Journal of Accountancy, and California Real Estate Journal.
Golden Gate University, Masters Degree in Taxation
University of Southern California, Bachelor of Science, Accounting
Certified Public Accountant, California