Who I work with
For over 30 years, I have helped business owners, medical and legal practices, and entertainment professionals navigate federal, state and international tax challenges. Although I am retired, I am making referrals to my colleagues at Aprio.
My specialties include coordinated corporate and individual income tax planning, business valuations and exit planning. I create tax-efficient strategies that include all possible tax credits and incentives and create sound tax liability projections. I leverage my training and experience as a Certified Valuation Analyst (CVA) and an Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF®) specialist to successfully guide clients through M&A transactions, succession planning and exit strategies.
Results I have delivered
I am always looking for the next step in technology to enhance my skill set for my clients. My professional reputation and long track record of managing risk and delivering results has made me a trusted resource for both clients and the courts.
When I am not at work
I am an avid traveler and usually travel domestically or internationally several times a year (I can’t wait to travel again).
People say I am
A big-picture thinker who delivers valuable insights. I am a trusted professional advisor.
I earned my Bachelor of Business Administration in Accounting from Georgia State University. Before joining Aprio, I was the Managing Partner at Magoon, Freeman, Spain & Jones, LLC.