Expertise: Federal Individual Income Tax and state income tax questions as well as GENERAL Subchapter-S corp., LLC, partnerships and estate & trusts tax questions. Sub-specialty in ordained clergy questions. Private solo practitioner since 1975 with clients around the United States and foreign countries. I am based and licensed in Pennsylvania.
Organizations:
American Institute of CPAs
Pennsylvania Institute of CPAs
Philadelphia Estate Planning Council
Electronic Return Originator, IRS
Publications:
Nonprofit Times
Fundraising Management
Education/Credentials:
CPA licensed in Pennsylvania
BA, Washington & Lee University, Virginia
MBA, American University, Washington, DC
PhD Candidate, University of Buckingham, England
Past/Present Clients:
Individuals around the United States and U.S. ex-patriots living overseas. U.S. clients with Subchapter S corporations and LLCs as well as estates and trusts and partnerships.
Sub-specialty in ordained clergy tax matters. |