Summary of Professional Qualifications
Business Valuation/Appraisal
ABAR, Accredited in Business Appraisal Review, NACVA
2010 Award for Best Accredited in Appraisal Review Qualifying Report
Income Taxes
California Registered and Bonded Tax Preparer, CRTP #A042575
Registered PTIN Tax Preparer, IRS PTIN #P00360800
2016 Participant, IRS Annual Filing Season Program
Life Insurance
California Licensed Life Agent, #0C87598
Business Development
Graduate, Advanced Business Development Workshop, Focus Group, 1997
Graduate, Accountants’ Boot Camp, Results Accountants’ Systems, 1995
Graduate, Executive Leadership Series, Orange County Forum, 1993
University Completion
Bachelor of Science, Business Administration, Concentration in Accounting, California State University Northridge, 1971