EXPERIENCE

  • Over 36 years of public accounting experience, primarily in the area of taxation
  • Business planning and management consultation
  • Extensive tax consultation
  • Extensive estate planning consultation, including developing sophisticated planning strategies for clients to minimize wealth transfer taxes yet achieve overall goals
  • Succession planning
  • Determination and evaluation of damages associated with business interruption losses
  • Business organization planning
  • Develop income-shifting strategies

 

CERTIFICATION

  • Certified Public Accountant

 

PROFESSIONAL AFFILIATIONS

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Mahoning Valley Estate Planning Council

 

EDUCATION

Bachelor of Science in Business Administration

Major: Accounting

Grove City College, Grove City, Pennsylvania, May 1973