BACKGROUND:

• CPA licensed in State of Florida
• Graduate of University of South Florida – B.S. with emphasis in Accounting
• American Institute of Certified Public Accountants - Accredited in Business Valuation (ABV)

EXPERIENCE (TRIAL):
Qualified as an expert for litigation support and business valuation in Pinellas, Pasco, and Hillsborough Counties.

VALUATION EXPERIENCE INCLUDES:

• Small business relative to divorce and litigation
• Estate settlements
• Equitable distribution cases
• Buy/sell agreements
• Pension/benefit plans
• Damage assessments
• Insurance claims analysis
• Condemnation

LITIGATION SUPPORT EXPERIENCE INCLUDES:

• Dissolution of marriage
• Business damages
• Dissenting shareholder disputes
• Wrongful termination
• Fraud investigation
• Bankruptcy
• Health care litigation
• Punitive damages

CONTINUING EDUCATION AND ADDITIONAL QUALIFICATIONS:
Over a hundred hours directly related to Business Valuation and other litigation support during past 3 years, including conferences provided by the Institute of Business Appraisers and the American Academy of Matrimonial Lawyers Annual Institute. Courses provided by:

• American Institute of Certified Public Accountants
• Florida Institute of Certified Public Accountants
• Institute of Business Appraisers
• American Academy of Matrimonial Lawyers Annual Institute

PROFESSIONAL MEMBERSHIPS:

• Florida Institute of Certified Public Accountants (FICPA)
• American Institute of Certified Public Accountants (AICPA)
• Institute of Business Appraisers (IBA)
• FICPA Litigation and Valuation Section (Past Co-Chair of Valuation Sub-Committee) (2001 - 2002)
• Tampa Bay Estate Planning Council
• Hillsborough County Bar Association (Associate Member)
• Florida Bar Grievance Committee

RECENT LECTURES:

• Hillsborough County Bar Association – "Business Valuation"
• National Judicial College and the AICPA – "What Role Does Judgment Play in Financial Reporting"
• University of South Florida – "The Role of the Accountant as an Expert"
• Beta Alpha Psi Fraternity – "Business Valuations in Family Law Litigation"

RECENT PUBLICATIONS:

• Florida AFCC Organizational Group Newsletter – "Discount v. Discount Rates"
• Florida AFCC Organizational Group Newsletter – "Social Security Benefits for Divorced Parties"

*Regulated by the State of Florida