About Us

Experience:

• Entered the public accounting profession in 1957 in the Tampa Bay area
• Consultant and advisor to clients in the area of estate and gift planning, in determination of estimated business damages in eminent domain cases, and in the valuation of closely held businesses
• Consulting and testimony in civil cases involving fiduciaries, beneficiaries, professional advisors and preparers, governmental agencies or business owners in areas related to estate and gift taxation, business valuation and business damages in eminent domain cases

Certifications:

• Certified Public Accountant, Florida Certificate No. 1402, licensed by the State of Florida
• Certified Business Appraiser, accredited by Institute of Business Appraisers, dated March 22, 1993
• Certified Valuation Analyst, accredited by National Association of Valuation Analysts, dated January 29, 1998

Professional:

• American Institute of Certified Public Accountants, Member of Governing Council 1987-1988, 1990-1993
• Florida Institute of Certified Public Accountants, President 1987-1988, Board of Governors 1982-1995
• Association of Eminent Domain Professionals, Secretary 1992-1993, President 1996
• Florida Board of Accountancy, Committee on Accounting Education 1985-1992
• American Institute of CPAs Federal Tax Division: 15 committee assignments from 1977-1996
• Florida Institute of Certified Public Accountants: 30 committee assignments from 1965-1995
• Institute of Business Appraisers, Member 1988 to date, Chairman National Conference 1996
• Pinellas County Estate Planning Council, President 1971-1972
• Center for Ethics, University of Tampa, Executive Advisory Board 1991-1996, 1999 to date, Chair-Elect 2004-2005, Chairman 2005-2006 
• Tampa Bay Area Planned Giving Council, Board of Directors 1998-2001
• Appraisal Standards Board, Washington, DC; Member USPAP Issues Resource Panel 1996-2000
• National Association of Certified Valuation Analysts, Member 1996 to date
• Florida Association for the Restoration of Ethics, Inc.; Founder and President 1999 to date

Honors and Awards:

• Florida Institute of Certified Public Accountants: Outstanding Committee Chairman 1988-1989, selected from among 40 state committee chairmen; served as chairman of 7 committees from 1973 to 1991
• Delta Gamma Chapter, Beta Alpha Psi Accounting Organization, University of South Florida, Honorary Membership awarded 1989
• American Red Cross, Tampa Bay Chapter, Legacy Award 2003

Civic and Community:

• Kiwanis Club of Springtime City - Director, Secretary, Treasurer, Vice President and Past President; Awarded "Distinguished President" and "President with Honors" designations; named Kiwanian of the Year 1978-1979, 1989-1990 and 1992-1993
• Morton Plant Hospital Foundation - Chairman of Financial Counseling Services Committee 1980-1981 and 1997-1998, Member of Executive Committee FCS 1992-2000, Vice Chairman 1995-1996

Education:

• University of Notre Dame, B.S.C., Major in Business Administration, Class of 1951
• University of Tampa, Additional Studies, 1957-1961