Professional Designations:
- CPA – Certified Public Accountant
Education:
- BA, Accounting & Economics – University of Pittsburgh
- MS, Taxation – Robert Morris University
Professional Memberships:
- American Institute of Certified Public Accountant
- Pennsylvania Institute of Certified Public Accountants
- Allegheny Tax Society
- Estate Planning Council
Awards & Honors:
- PICPA, Community Service, 2007
- PICPA, Distinguished Service, 2002
Publications & Presentations:
- Local tax committee presentation on Act One, presented to LITA year at end conference.
- Interview in 2007 tax tips on WPXI & Pittsburgh Talks
- Quoted in New York Times, Pittsburgh Post Gazette, Better Homes & Gardens, Pittsburgh Business Times on various tax tips/topics
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Areas Of Expertise:
- Trusts
- Nonprofit Taxation
- Corporate Taxation
- Partnership Taxation
- Closely Held Businesses
- Individual Tax Compliance and Planning
- Insurance and Investments
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