Summary of Professional Qualifications

Business Valuation/Appraisal

ABAR, Accredited in Business Appraisal Review, NACVA

CVA, Certified Valuation Analyst, National Association of Certified Valuation Analysts (NACVA)

2010 Award for Best Accredited in Appraisal Review Qualifying Report

Income Taxes

California Registered and Bonded Tax Preparer, CRTP #A042575

Registered PTIN Tax Preparer, IRS PTIN #P00360800

2016 Participant, IRS Annual Filing Season Program

Life Insurance

California Licensed Life Agent, #0C87598

Business Development

Graduate, Advanced Business Development Workshop, Focus Group, 1997

Graduate, Accountants’ Boot Camp, Results Accountants’ Systems, 1995

Graduate, Executive Leadership Series, Orange County Forum, 1993

University Completion

Bachelor of Science, Business Administration, Concentration in Accounting, California State University Northridge, 1971