* Proficient in a broad range of financial modeling, problem solving, strategic business planning, cash-flow forecasting, budgeting, and project analysis to enhance and ensure business development and growth.* Expert in structuring business operations and transaction to optimize tax savings, operational efficiencies, considering both short and long-term goals, business succession, and estate planning. Pre-planning and structuring transactions to ensure compliance with GAAP and federal tax laws, often times saving millions of dollars for clients.* Successful in supporting and defending taxpayers in state and federal audits and appeals.* Resourceful and proactive estate planning, implementing customized solutions focused on the client’s particular goals, needs, and circumstances.* Adept in complex tax preparation of multi-state businesses and related issues.Charter President of the Estate Planning Council of Northern Utah – 1996. Board Member (1997-1999). Spearheaded the creation and development of this professional organization, now successfully operating in its seventeenth year.CFO, Provo College and Eagle Gate College group (2005-2008). As part of the management group, helped realize substantial growth, and increased profitability.Specialties: Specialty practice areas include: tax preparation and planning, estate planning, as well as financial and business consulting.Specialty service industry areas include: manufacturing, professional services, agriculture, real estate acquisitions & development, medical and dental practices, corporate aircraft, chartered yachts, and private foundations.
Listed skills include Estate Planning, Professional Services, Tax, Agriculture, and 19 others.