2016

Dec - 8 hours, Individual & entity income tax issues

Nov - 8 hours, Income tax update; ethics


​2015

Jan - Dec - Numerous webinars regarding taxation and practice management

Dec 2015 - 8 hours, Entity and advanced individual income tax issues

Nov 2015 - 8 hours, Ethics and income tax update

Oct 2015 - 8 hours, IRS and tax practitioners' symposium

Aug 2015 - 8 hours, Oil & gas taxation

Jul 2015 - 26 hours, National Association of Tax Professionals' conference on various subjects

Jul 2015 - 3.5 hours, 2014 & 2015 QuickBooks® ProAdvisor certification

Jun 2015 - 12 hours, Accounting methods for tax

Jun 2015 - 8 hours, Repair and capitalization regulations


2014

​Nov 2014 - 16 hours, Ethics and entity taxation; individual income tax update and advanced issues

Sep 2014 - 10 hours, Various subjects re: QuickBooks®

Sep 2014 - 3 hours, Individual health insurance mandate; also, HRA & FSA Sec 125 benefits

Aug-Sep 2014 - 16 hours, Client representation before the IRS

Aug 2014 - 4 hours, Health care fringe benefits; Employee fringe benefits

Jul 2014 - 16 hours, LLCs taxed as S-corporations & partnerships

Jun 2014 - 6.5 hours, QuickBooks® Online ProAdvisor certification

Feb 2014 - 1.5 hours, Health Care Act


2013

Jan - Dec - Various webinars re: bankruptcy, QuickBooks®, client relations & practice management

Jan - Dec - Various tax-related webinars to include cancellation of debt, IRS' offer in compromise, foreclosures and short sales, IRS audits, partnerships & LLCs, trust compliance & planning, mid-year tax update for individual taxation, The Affordable Care Act

Dec 2013  - 16 hours, Ethics and income tax update re: individuals, business entities, estates, trusts

Jul 2013 - Updated QuickBooks® ProAdvisor certification

May 2013 - 8 hours, Trust tax compliance and planning


201​2

Jan - Dec - Various webinars re: taxation, practice management, and QuickBooks®

Dec 2012 - 8 hours, Entity and advanced individual income tax issues

Nov 2012 - 8 hours, Ethics and individual income tax update

Aug 2012 - 8 hours, Taxation of LLCs and partnerships

Jul 2012 - 8 hours, Mid-year tax update for individuals

Jul 2012 - 16 hours, Taxation of estates and trusts

May 2012 Updated QuickBooks® ProAdvisor certification
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"The hardest thing in the
world to understand is the income tax."
                - Albert Einstein
Specializing in Tax Services
Recent Education