I have over twenty six years of public accounting experience, including: tax
& business management consulting, preparation of all types of tax returns,
& forensic accounting.
PROFESSIONAL SERVICES AVAILABLE
ECONOMICS
- Consulting & expert witness services:
- in federal & state court, in both civil & criminal proceedings, providing economic analysis:
- Quantifying Damages,
- Present Value analysis, for
- Lost Profits,
- Lost investments/missing assets
- In cases involving:
- Court Accounting,
- Wrongful Death/Injury,
- Wrongful Termination/Discrimination (ADA, FEHA, TITLE VII, PDA),
- Business Interruption/Valuation,
- Marital Dissolutions /Family law,
- Embezzlement & Fraud
TAXATION
- Compliance:
- Tax returns:
- Individuals,
- Partnerships,
- Corporations,
- Probate/Trusts/Estates
- Planning - Financial & Income Taxes
- Representation before:
- Internal Revenue Service
- Franchise Tax Board
- U.S. Bankruptcy Court
- Various Superior Courts
- Various County Tax Assessor’s
- California Employment Development Department (EDD)
EDUCATION
- University of Santa Clara - Santa Clara, CA
Masters of Business Administration - Accounting, 1982
- University of California at Davis - Davis, CA
B.S. Plant Science - Agronomy, 1980
- University of California at Berkeley, Berkeley, CA
CREDENTIALS
- Certified Public Accountant - October, 1986
- Licensed Real Estate Broker - November, 1996
- Certified Fraud Examiner - September 2006
- Member of American Institute of CPAs (AICPA)
- Member of California Society of CPAs (CSCPA)
- Member of Association of Certified Fraud Examiners (ACFE)
HONORS & ACTIVITIES
- Director, Sacramento Chapter, CSCPA, 1993-1995
- Chair, Real Estate Committee, CSCPA, 1989-1993
- Instructor: Khon Kaen University, Khon Kaen, Thailand, 1997
- US Navy, Program - Afloat College Education, qualified 1996
- Lecturer - Placer Title Company/ Sacto. Valley Apartment Assoc.
- Master Falconer & California Hawking Club Officer
EXPERIENCE
- January 1987 to Present
M. Kevin McRae, CPA, Inc., Sacramento, CA
- June 1984 to January 1987
Callahan, Fernandes & Pascuzzi, CPAs, San Jose, CA
Certified Public Accountant - Duties: tax & estate planning; managing business
formations & liquidations; preparing all types of tax returns; preparing
monthly financial statements, & reviewed & audited financial statements;
selecting accounting software & setting up clients' accounting systems on
computer.
- January 1982 to June 1984
Arthur Andersen & Co., San Jose, CA
Public Accountant - Tax Division. Duties: preparation of corporate,
partnership, individual, trust & estate returns, & tax planning.
Special Projects: wrote speeches & outlines for AA&Co. partners. Prepared
PC spread sheets, financial statements & budgets for private placement
partnership owned by AA&Co. partners.
PUBLICATIONS
NATIONAL
- How to Help Small Business Clients Secure Loans, June 1988
The Practicing CPA, (Published by the American Institute of CPA’s)
REGIONAL - LOCAL
- Tax Planning for Rental Real Estate Sales, July 1990
Rental Property Management (Sacramento Valley Apartment Association)
- Tax Planning: A Primer on Section 1031 Like-Kind Exchanges, December 1990
Rental Property Management (Sacramento Valley Apartment Association)
- Sale of Personal Residence as Compared to Rental Property, January 1991
Rental Property Management (Sacramento Valley Apartment Association)
- Saving Your Hard-Earned Income: A CPA's Tip, June 1991
Docket, (SCBA)
- How Do You Rate?, January 1992
Docket, (SCBA)
- Expert Witness Feedback: An Expert's View of the Litigation Process, June 1992
Docket, (SCBA)
LANGUAGES
Thai & Spanish
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