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: "Let us be grateful to people who make use happy; they are the charming gardners who make our souls blossom." - - Marcel Proust
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
