My Professional Page

 

Summary of Skills and Qualifications:

§         Academic and professional background in Business, Law, and Tax;

§         Strong writing and verbal communication skills;

§         Comfortable speaking to both groups of all educational levels;

§         Problem solver and ability to work in fast-paced environment; and

§         Team player, able to take leadership role when appropriate.

 

Summary of Professional Background:

§         Developed and implemented a unique distance learning project at CSU Sacramento;

§         Corporate tax officer and assistant legal counsel of a “high-tech” start-up company;

§         Tax Consultant to business and estate planning law firms; and

§         Published articles regarding the duties of a California trustee and business operations.

 

Summary of Accomplishments:

§         Designed and implemented a real-time, interactive streaming video distance learning project at California State University, Sacramento;

§         Successful reorganization of a “high-tech” start-up company, including all appropriate filings and corporate records;

§         Successful merger of multi-million dollar general partnership and a limited liability company; and

§         Transferred over $25M in assets to revocable and irrevocable trusts

 

Summary of Education:

§         Juris Doctorate with a Concentration in Tax, McGeorge School of Law;

§         Bachelor of Arts in English, California State University Stanislaus;

§         Associate of Arts, General Education, Modesto Junior College; and

§         Additional coursework completed in Intermediate and International Accounting.

 

Summary of Certifications:

§         Notary Public, State of California;

§         Certificate of Mediation, San Joaquin County Mediation Center; and

§         Certificate of Proficiency in Writing, Modesto Junior College.

 

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Complete Resume

Tax Concentration Individual Courses:

§         Federal Income Tax

§         Corporate Tax

§         Partnership Tax

§         State and Local Tax

§         Estate & Gift Tax

§         Estate Planning

§         Income Taxation of Trusts & Estates

§         Tax Practice & Procedures

§         Business Planning

§         Financial Accounting

§         Decedents, Trusts & Estates

§         Internship with Board of Equalization (Appeals Division)