Education

• — B.B.A. in Accounting from University of Texas at Arlington, 1995

• Certified Public Accountant (CPA) - Texas State Board of Public Accountancy.

Professional Organizations

• Texas Society of Certified Public Accountants (TSCPA)
• Tax Division of AICPA
• Fort Worth Chapter of the Texas Society of Certified Public Accountants
• American Institute of Certified Public Accountants (AICPA)

Seminars/Lectures/Publications

• Tax Considerations In Choice of Entity, Presenter to Shannon, Gracey, Ratliff & Miller, LLP
• Minding Your Family Owned & Managed Business, Contributing Author

Professional Education Seminars

• Tax Alliance Conference
• Texas State Taxation Conference
• Subchapter S Corporation Taxation
• Consolidated Income Tax Returns
• Taxpayer Advocacy and IRS Controversy
• Advanced Healthcare Conference
• Rainmaker Academy

Whitley Penn (2000-Present)

• Tax Partner – 2010
• Fort Worth, Texas
• Tax Compliance and Consulting

Areas of Practice:

• Corporate Taxation
• Partnership Taxation
• High Net Worth Individual Taxation & Planning
• Medical Practice Analysis
• Compensation Modeling
• Budgets and Projections
• IRS Audit Representation
• IRS Collection Negotiation
• Controller / CFO Services

Primary industries include:

• Healthcare
• Professional Services
• Service Companies
• Manufacturing
• Hospitality
• Family Businesses