Areas of Special Competence
Providing tax advisory and compliance services to closely-held and family owned businesses and affluent individuals and families. He has experience working in a diverse group of industries including service, distribution, transportation, real estate, hospitality, petrochemical service and light manufacturing. The services provided to his clients include income tax planning and preparation, entity sale/merger/acquisition planning, trust and estate planning, business succession planning and real property disposition planning.
Associations
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Texas A&M Mays School Accounting Advisory Council
- Family Firm Institute
Professional Achievements
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Industries Served
Real Estate
Hospitality
Distribution
Designations
CPA, Certified Public Accountant
Experience
Pannell Kerr Forster of Texas, P.C., Houston, TX
Director, 1997 - Present
Ernst & Young, Houston, TX
Tax Practice
Ernst & Young, Oklahoma City, OK
Tax Practice
Education
University of Oklahoma, Norman, OK
Bachelor of Business Administration, Accounting, 1985
Masters of Accountancy – Tax Emphasis, 1986
Outstanding Teaching Assistant in the School of Accounting
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