I began my career as an accountant with the national firm of Spicer and Oppenheim, CPA in 1991. I moved from public accounting to private industry, working in controller and CFO positions at retail and real estate organizations. I decided to take that knowledge back to private practice, and, combined with my knowledge of tax law, can help ensure that you give the absolute legal minimum to the IRS and keep the maximum possible for yourself.
I earned a Bachelor's degree from Florida Atlantic University. I continued my academic pursuits and earned a Master's degree in Taxation from Florida International University, and passed the Certified Public Accounting exam on my first attempt, becoming licensed as a CPA in 1992.
My unique blend of personal, corporate, and trust tax knowledge is ideal for business owners and high net-worth individuals, as well as those working toward those goals.
Picture on left is me donating, as a Board Member of a client's Charitable Foundation, $100k to Memorial Hospital Pancreatic Research Center.