Graduate of the University of South
Florida - a Certified Public
Accountant since 1974.
Co-founder and Tax-and-Estate
Planning Department Chairman since
1988.
Has
represented more than 300 clients
before the Internal Revenue Service.
Past
Chairman of the Dade County
Institute of CPA’s Estate Planning
Committee.
Recognized for dynamic lectures on
estate and income-tax matters.
Co-hosted a call-in radio tax show
for four years.
Is a
member of the Aventura Marketing
Council.
Previously was Senior Tax Advisor at
the “Big 4” accounting firm of
Touché, Ross & Co. and after that,
Manager of tax department for
international accounting firm,
Pannell Kerr Forster.
Passed CPA exam on the first time -
accomplished by less than 10% of
CPA's.
