Expertise in taxation and accounting. 30 years tax experience with a Big 4 accounting firm. 12 years tax and accounting experience with a publicly-held company primarily engaged in the property & casualty insurance business. 4 years volunteer service on IRS advisory committees-appointed by the Secretary of the Treasury. 3 years as a SCORE mentor advising a variety of clients. Current treasurer of Chapter.
Industry experience: Financial, accounting and tax advisor to the following types of businesses: Family and individually-owned small businesses. Professional services including accounting, law and consulting. Food services. Import/export. Franchising. Child and adult day care. Landscaping and lawn care. Manufacturing of a variety of products. Physical fitness services. Educational services including mentoring and coaching. Real estate brokerage services. Contracting and construction.
Mentoring skills: Business and individual taxation including income, payroll and sales taxes, Selection of form of business, Business finance (bank loans and equity), Accounting systems and procedures, Business operations, Business strategy and planning, Home-based businesses, Ecommerce businesses.
B.S. in economics (accounting) from the University of Pennsylvania. MBA in finance from Northeastern University.