|
Admitted:
Certified Public Accountant - Hawaii, 1998
Certified Public Accountant - Pennsylvania, 2003
Certified Public Accountant - Florida - 2007
Education:
University at Albany, Albany, NY - Bachelor of Science, 1986
University at Albany, Albany, NY - Master of Science - Accounting, 1996
Areas of Practice:
Income tax planning and compliance
Estate and gift tax planning and compliance
Business consulting
Closely-held businesses
High net-worth individuals
Professional Experience:
Estates, trusts and gifts
Passive activities, passive activity losses and at-risk limitations
Net operating losses
Like-kind exchanges
Foreign bank account reporting
Multi-state taxation
Insolvency and debt forgiveness
Litigation support
Business reorganizations and liquidations
Professional Memberships:
American Institute of Certified Public Accountants
American Institute of Certified Public Accountants Tax Division
Florida Institute of Certified Public Accountants
Hawaii Society of Certified Public Accountants
Greater Miami Tax Institute
Past and Present Affiliations:
Florida Breast Cancer Coalition Research Foundation - Treasurer and Executive Committee Member
United States Treasury Department
Professional Speaking and Publications:
AICPA The Tax Adviser, October 2007, "New Rules Govern Practice Before the IRS"
Greater Miami Tax Institute - "Practice Before the IRS: 2007 Updates" - July 11, 2007
Penn State Tax Institute - "Tax Updates", 2004. | 