Partner, Credits & Incentives
M.S., Taxation — Golden Gate University, 1984
B.S., Accounting and Finance — California State University Fullerton, 1982
California CPA License #40864
CMI in sales tax, Institute for Professionals in Taxation (IPT), 2010
Adjunct MBT/MBA professor — University of Southern California (“USC”), California State University, Fullerton (“CSUF”) and Golden Gate University (“Instructor of the Year”)
Published “California Competes Gold Rush Redux” February 2014, IPT Tax Report and “California Competes, and the Winner is…” September 2015, IPT Insider, and “How to Reduce California Residential Property Taxes” November 2009
Also published in Journal of State Taxation, Journal of Multi-State Taxation and CFO Magazine.