Areas of Special Competence
International taxation, including in-bound and out-bound activities, investments and multi-national planning and coordination and mergers and acquisitions. International individual taxation including US international estate and gift planning.
Tax and business consultation for medium to large, privately-owned and publicly-held companies including wholesale and distribution, leasing, importing, construction, software development, real estate and service businesses.
Additional experience in advising national service partnership with over 150 partners across the United States regarding tax planning and compliance, and providing tax planning services for a foreign-owned U.S. holding company with over twenty corporate acquisitions.
Significant experience preparing, filing and representing clients before the I.R.S. in connection with numerous accounting method change requests and examination proceedings.
Associations- PKF North America International Business Development Committee - Chair
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Houston Chapter of Texas Society of Certified Public Accountants - Charity Event Committee Chair
- Greater Houston Partnership- World Trade Division Board Member; Exporter of the Year Awards Committee Chair
- The Parish School - Board of Directors President
- Christ Evangelical Presbyterian Church - Elder, Sunday School Teacher, Capital Campaign Committee Chair; Long-Term Planning Committee Chair
- Nottingham Forest Civic Association Board
Professional Achievements
Speaking Engagements- Frequent speaker on international tax topics and issues at venues including:
- Houston CPA Society International Tax and Business Conference
- Houston International Tax Forum
- PKF International Tax Conference
- PKF North America Annual Conference
Articles
Author or co-author of articles on:- Tax
- International tax
- Business subjects
- Tax treatment of school tuition and fees paid for the benefit of children with learning disabilities and differences
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Industries Served
Multi-National Businesses
Energy & Oil Field Services
Technology
Designations
CPA, Certified Public Accountant
Experience
Pannell Kerr Forster of Texas , P.C., Houston , TX
Director, 1980 – Present
Deloitte Haskins & Sells, Houston , TX
Tax Senior, 1976 – 1980
Education
University of Texas , Austin , TX
Masters of Professional Accounting Program with emphasis on Taxation, 1976
Past Associations- PKF North America National Tax Committee - Former Chairman
- Houston Chapter of Texas Society of Certified Public Accountants - Former Member of Board of Directors
- Greater Houston Partnership-Former International Business Issues Committee Chair
- Tax Advisor - Former Member of the Editorial Advisory Board
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