PROFESSIONAL EXPERIENCE:
Mike provides tax, estate, and financial planning services to a variety of clients including, high wealth individuals, business entities and non-profit organizations. In addition, he has extensive experience in individual taxation.
Mike's current primary emphasis is in the estate, trust and financial planning areas. He also has considerable experience with charitable trusts.
PROFESSIONAL HISTORY:
Mike joined Lewis, Birch & Ricardo after working six years with the Tampa Bay practice of KPMG Peat Marwick.
EDUCATION:
B.A. in Accounting, University of South Florida.
PROFESSIONAL AND COMMUNITY ACTIVITIES:
Mike is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. Mike serves on the Board Of Directors of Charity Works, Inc.
*Regulated by the State of Florida