Knowledge and Experience

·    Over 30 years experience in public accounting, specializing in tax and tax-related consulting services as well as business succession planning and implementation

·    Tax compliance and consulting for all types of entities, including corporations, LLCs, partnerships, not-for-profit entities, consolidated entities and multi-state filings

·    Tax research and solutions

·    Representation before taxing authorities

·    Wealth accumulation and transfer; estate planning

·    Trained in Mindshop toolkit for consulting services

·    Asset protection planning and structure for state of AZ

Professional Memberships and Technical Accomplishments

·    American Institute of Certified Public Accounts, member

·    Society of Certified Public Accountants Arizona and North Dakota, member

·    American Institute of Certified Public Accountants, member

·    Eide Bailly LLP, member board of directors

·    Arizona State Board of Accountancy, member tax practice committee

·    Central Arizona Estate Planners, Phoenix, Arizona, member board of directors

·    Former Partner-in-Charge of Eide Bailly LLP Phoenix office

Accreditation

·    Certified Public Accountant, Arizona and North Dakota

Education

·    Bachelor of Science, Business Administration, Accounting emphasis – University of North Dakota, Grand Forks

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