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| Education | Ball State University Muncie, Indiana Bachelor of Science - Accounting and Finance |
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| Activities and Honors | ||
| Memberships: | American Institute of Certified Public Accountants (AICPA) Indiana CPA Society Ball State University - Accounting Alumni Advisory Board Indianapolis Zoological Society - Planned Giving Committee AICPA - National Individual Income Taxation Committee Chairman - Domestic Relations Sub Committee AICPA - Personal Financial Planning Divisions and Tax Division IRS District Director/ Indiana Tax Committee Liaison Federal/State Electronic Tax Advisory Committee Indiana CPA Society Former Leadership Positions: Government Relations Committee Chairman - Small Business Committee Chairman - State and Federal Taxation Committee Indianapolis Chamber of Commerce Small Business Advisory Council Indiana Institute for New Business Ventures, Inc. Resources for Business Advisors Steering Committee AICPA/ IRS National Tax - Season Roundup, Washington, D.C. Indiana Delegate AICPA/ IRS Regional Director Liaison, Cincinnati, OH Indiana Delegate Quality for Indiana Taxpayers Consistency Subcommittee, Chairman Governmental Affairs Committee Associated General Contractors of Indiana |
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| National Speaker: | 1998 AICPA Domestic Relations Tax Update for U.S. Representatives and Senators - Washington, D.C. 1997 1997 AICPA National Tax Conference Washington, D.C. - Domestic Relations Tax Update 1996 AICPA National Fall Tax Conference Orlando, FL - Domestic Relations Tax Jeopardy 1996 AICPA Conference with Deputy Commissioner of IRS |
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| Speaker: | Frequent speaker on financial tax and legislative topics at a variety of conventions, seminars, and workshops. |
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| Author: | Various articles for professional journals and in-house publications. AICPA reply to IRS Notice 96-19 concerning joint tax returns. |
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| Honors: | 1994 Quality for Indiana Taxpayers Distinguished Service Award |
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| Experience: | Approximately twenty years of experience in taxation and professional practice management including business valuations, expert testimony, tax representation and mergers and acquisitions of closely-held businesses. |