My specialties are in real estate tax aspects, especially 1031 exchanges, small business tax and business planning including choosing the entity form.
I have been in business as an Enrolled Agent since 1984 - first as sole proprietor, then invited in a partner, and we incorporated in 2002.
I have served as state President of CSTC, local chapter President of the IE Chapter of CSTC, am currently serving as Governmental Chair of CSTC and as parliamentarian. In addition I serve on the California Tax Education Council which is California's board that oversees the mandatory registration of tax preparers and regulates curriculum providers.
I graduated from the NSA Leadership program in 2016
I currently also serve as the chairman of the board of my church.
I have previously been President of the Ontario, California Chamber of Commerce and am an investor in a local award-winning winery.
In my "down" time I enjoy travelling, reading, wine-tasting and friendships.