Professional Experience:
Over twenty -five years of
public accounting experience primarily in accounting, auditing, quality
control and consulting. The tax focus includes includes Not-for-Profit Organizations, tax regulations related to Private Foundations and Supporting Organizations, and tax and estate planning for closely held
businesses.
Education:
- Graduate Certificate of Estate Planning (underway) - Golden Gate University, SF, CA
- Master of Taxation, Golden Gate University, SF, CA
- Bachelor of Science, Accounting, University of Texas
- Certified Public Accountant License - California State
Professional Affiliations:
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountant
- Instructor of Continuing Professional Education, NonProfit Accounting and Audit Course
Favorite color: yellow
Favorite quote: "A good friend is a connection to life - a tie to the past, a road to the future, and the key to sanity in a totally insane world" - - Lois Wyse
Favorite other stuff:
Community and Professional Service:
- The W-Foundation
- Member of Board of Directors
- Community Development Corporation
- Former Member of Board of Directors
- John Muir Mt Diablo Community Health Fund
