Credentials

Before trusting an accountant or financial advisor with some of the most important issues in your life, determine his/her background, experiences and qualifications.

Since 1978, I've been a Certified Public Accountant, specializing in income and estate tax planning for individuals, small businesses and families. I review wills, trust agreements and accountings for estates and trusts.

My experience includes:

• Five years of tax management at KPMG Peat Marwick
• Four years as Assistant Vice President in the Trust and Estate Division Tax Department at Bank of New York
• Ten years as Vice President of the Estate Tax and Trust Accounting Department at Chase Manhattan Bank

When I opened my own accounting practice in 2001, I drew on this varied corporate experience. Working with many businesses and families, I help them map out financial objectives, preparing income tax returns and in-depth estate plans to enable smooth and successful business transitions.