2018

Jan 2018 - Webinars, including Tax Cuts and Jobs Act


2017

Jan - Dec - Numerous webinars re: taxation & practice management

Nov 2017 - 17 hours, Individual and various entity taxation updates; Advanced issues; Ethics

Oct 2017 - 8 hours, Tax & Benefit Planning for Aging Clients

Oct 2017 - 3.5 hours, 2016 & 2017 QuickBooks® ProAdvisor certification

Jun 2017 - 8 hours, Real Estate Tax Issues


2016

Jan - Dec - Numerous webinars re: taxation & practice management

Dec 2016 - 8 hours, Individual & entity income tax issues

Nov 2016 - 8 hours, Income tax update; ethics


​2015

Jan - Dec - Numerous webinars re: taxation & 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


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"The hardest thing in the
world to understand is the income tax."
                - Albert Einstein
Specializing in Tax Services
Recent Education