Crummer Graduate School of Business and Finance - Rollins College, Winter Park, Florida (1980 - 1982)
University of Michigan - Ann Arbor, Michigan (1976 - 1980)
Enrolled to Practice before the Internal Revenue Service (1994)
ABTS Institute for Estate Preservation (1993)
H & R Block (1987)
National and local member, treasurer and board member of the Financial Planning Association of Central Florida (2000-2001). Note that the FPA was created in January 2000 as a result of the merger between the International Association for Financial Planning (IAFP) and the Institute of Certified Financial Planning.
Local, state, and national member; past president & board of directors of the Florida Society of Enrolled Agents and chairman of the budget and finance committee, national trustee (97-2001) and chairman (2000/2001) of NAEA education foundation. NAEA Task Forces- governance, strategic planning, leadership, estate & financial planning. Received the NAEA President Award (1999) in Hawaii for work on the NAEA governance task force.
Taught corporate, retirement, estate planning, small business tax issues, college planning, and new tax development for annual Tax Preparer Seminar.
Taught final, estate, gift, and trust returns - also IRS rules & regulations since 1998.
"An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before."
Learn more about enrolled agents in