• Provide cost-effective discovery, forensic accounting, litigation support, expert witness testimony & evidence.
• Forensic accounting & expert witness services for complex family law cases including business valuations, tracings, characterization issues & income tax matters.
• Business valuation services for closely-held businesses.
• Business valuation & discount analysis services for gift & estate cases.
• Fraud prevention, detection & investigation services.
• Income tax research, planning, preparation & audit representation.
• Accounting & consulting services for closely-held businesses & professionals

• Brigham Young University
  Provo, UT
  Bachelor of Science Degree - 1976
• University of Central Florida
  Orlando, FL
  Post-graduate accounting studies - 1979 to 1981
• National Association of Certified Valuation Analysts
  Salt Lake City, UT - 1995
• American Society of Appraisers
  Chicago, IL - 1999
• American College of Forensic Examiners International
  Springfield, MO - 2003.
• Association of Certified Fraud Examiners
  Austin, TX - 2004

• Certified Public Accountant, State of California
• Certified Valuation Analyst, National Association of Certified Valuation Analysts
  • NACVA Standards Committee
• Certified Forensic Accountant, American College of Forensic Examiners International
• Association of Certified Fraud Examiners (Associate Member)
• American Institute of Certified Public Accountants
  • AICPA Business Valuation & Forensic & Litigation Services Section
  • AICPA Tax Section
• California Society of Certified Public Accountants
  • CalCPA Litigation Services Section
• The State Bar of California (Associate Member)
  • Business Law Section
  • Family Law Section
  • Estate Planning, Trust & Probate Law Section
• Orange County Bar Association (Associate Member)
  • Business & Corporate Law Section
  • Business Litigation Section
  • Family Law Section
  • Trusts & Estates Section
• Forensic Expert Witness Association

• Heintzelman's Leasing Corporation
  Orlando, FL, 1976 to 1981.
  
  
• Hoffman Perderson McBryde, Certified Public Accountants
  Dallas, TX, 1981 to 1987
  
  
• Anderson, Lynn, et al, Certified Public Accountants
  Fullerton, California, 1987 to 1991
  
  
• HBLA, Certified Public Accountants, Inc.
  Irvine, CA, 1991

• Litigation Support & Expert Witness Services
  California State University, Fullerton, 2006
• Business Valuation
  California State University, Fullerton, 2006
• Forensic Accounting
  California State University, Fullerton, 2005
• Fraud Examination, Prevention & Detection
  California State University, Fullerton, 2005
• Fraud Examination Workshop
  California State University, Fullerton, 2005
• Managed Portfolios & Mutual Funds
  California Society of Certified Public Accountants, 1998
• The Valuation of Businesses & Professional Practices
  Colorado Society of Certified Public Accountants
  American Institute of Certified Public Accountants, 1996
• The Valuation of Businesses & Professional Practices
  Illinois Society of Certified Public Accountants
  American Institute of Certified Public Accountants, 1996
• Effective Mutual Fund Investing
  California Society of Certified Public Accountants, 1996
• it's YOUR money! A Comprehensive Personal Financial Planning Workshop
  MLH Foundation, 1996
• Tax Planning University of California, Irvine, 1995 to 1996
• Accounting for Non-Accountants
  Mira Costa College, 1995
• it's YOUR business: How to Start & Stay in Business
  Irvine Valley College, 1994 to 1995
• Accounting for Non-Accountants
  Saddleback College, 1994 to 1997
• Accounting for Non-Accountants
  Orange Coast College, 1994 to 1996
• Accounting for Non-Accountants
  Irvine Valley College, 1994

• Business Valuation: It's Not for the Faint of Heart
• Enron & Arthur Andersen: What Went Wrong?
• is your business READY for sale?
• Render Unto Caesar: The History of Income Taxes
• It's Your Money!
• Business Lifecycles: Your Business Doesn't Have to Age or Die
• Measuring & Increasing Business Value
• The Ten Most Common Errors in Business Valuation Reports
• Ratio Analysis & Trend Analysis
• The Business Lifecycle: Getting Maximum Business Results
• Valuations: The Business Transfer Matrix
• Where's My Business in Its Lifecycle?
• Business Valuations in Marital Dissolution Cases
• Planning for the Self-Employed
• Buy-Sell Agreements: An Effective Estate Planning Tool
• It's Your Business! A Practical Guide to Starting & Staying in Business
• Mandelbaum: Ten Steps to Determine the Value of Marketability Discounts
• Successful Direct & Cross Examination of the Business Valuation Expert
• Effective Tax Planning for the Self-Employed
• Strategic Planning: A Results-Driven Process
• Taxation of Alimony, Child Support & Property Settlements
• Establishing VALUE for Buy-Sell Agreements
• There's Gold in That Tax Return: Using Your Client's Tax Return for Personal
• Financial Planning
• Starting Your Own Personal Financial Planning Practice
• Using Artificial Intelligence in Personal Financial Planning
• Fraud Examination: Prevention, Detection & Investigation
• Business Continuation: Succeeding at Succession
• Business Lifecycles: Your Business Can Grow & Thrive
• Accounting for Attorneys & Other Non-Accountants
• Financial Planning CAN Make You Rich!
• How to Detect, Prevent & Investigate Fraud in the Workplace
• From A to Z … Everything You Need to BE Rich
• So, You Want to Be a Forensic Accountant?
• Revenue Ruling 59-60: Putting Business Valuation Theory into Practice
• How to Price a Profitable Business
• Getting Value From Your CPA: What Every Businessperson Should Know but
• Doesn’t Know about Accounting
• Three Secrets of a Successful Exit Strategy
• Business Valuation: Measuring & Managing the Value of Your Business
• Use Your Tax Return to Be Your Own Financial Planner
• There Are Only Four Ways to Grow Your Business
• Financial Sobriety: A 12-Step Plan that Really Works!
• Preventing & Detecting Accounting Crimes
• Ten Truths You Need to Know about Fraud
• Putting Money in Its Place
• Valuation: Maximizing Corporate Value
• Five Fatal Mistakes When Selling Your Business … And How To Avoid Them
• Busting the Secret Barriers to Change & Growth
• The Forensic Accountant’s MOST Secret Weapon: What Every Attorney Should
• Know but Doesn’t Know about Accounting
• Defining the Business Valuation Process for Fun & Profit
• Key Performance Indicators: Getting Results & Increasing Business Value

• Boy Scouts of America, San Diego-Imperial Council
  • Council Board of Directors
  • Chairman, Council Audit Committee
  • Chairman, Council Advancement Committee
  • Chairman, District Eagle Scout Board of Review
• Newport-Irvine Rotary Club
  • Chairman, Youth Speech Contest
  • Chairman, Youth Singing Contest
• Orange County Business Council
  • Economic Forecast Conference Committee

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