• Highly technical accounting and tax professional in all areas of taxation; Corporations
• Limited liability companies (LLC) and partnerships
• Estates and trusts
• All 50 states and U.S. Possessions
• Estate planning
• Tax-advantaged benefits
• Retirement plans
• Business planning and consultations
• Strong analytical ability and creative problem-solving skills;
• Globally oriented and well-traveled with significant professional training in
  international tax;
• Aptitude in Spanish acquired while living in Chile for two years (not fluent);
  Over 9 years with KPMG.

Education & Professional Designations

University of Minnesota, 1982, Bachelor of Science in Business, Accounting Major
University of Minnesota, 1984, Masters in Business Taxation
Certified Public Accountant, Nov. 1982 Uniform C.P.A. Exam
Professional C.P.E., 40 hours minimum annual requirement since 1983
“ I love doing taxes so you don’t have to”

1293 NORTH UNIVERSITY DRIVE, SUITE 132
CORAL SPRINGS, FL 33071
954-729-6371
taxaware@aol.com