• B.S. in Accounting, Louisiana State University (Shreveport), 1988
• M.S. in Taxation, University of Texas at Arlington, 1990

• Certified Public Accountant (CPA)

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

• Year End Tax Planning Ideas, Fort Worth Business Press
• Impact of the IRS Restructuring and Reform Act, Fort Worth Business Press
• Year End Tax Planning for Physicians, M.D. News
• PPC's 1120 Deskbook, Practitioner's Publishing Company, Technical Editor
• PPC's 1040 Deskbook, Practitioner's Publishing Company, Technical Editor
• Economic Growth and Tax Relief Reconciliation Act of 2001, Whitley Penn LLP and Bourland, Wall and Wenzel joint seminar, Presenter
• Tax Planning Strategies from the 2003 Tax Act, Fort Worth Chapter of TSCPA Controller's Institute, Presenter

Professional Education Seminars

• Accounting Methods and Periods
• Advanced Partnership Taxation
• Consolidated Income Tax Returns
• FAS 109 Accrual Review and Accounting for Income Taxes
• IRS Practice and Procedures
• Inventory Methods and LIFO Inventory
• Mergers & Acquisitions
• Taxation of Subchapter C and Closely Held Corporations
• Taxation of Subchapter S Corporations
• U.S. International Taxation

Ernst & Young (1990-1996)

• Tax Manager, Fort Worth, Texas office

Whitley Penn LLP (1997-Present)

• Tax Partner (2002-Present)
• Senior Manager (1997-2001)

Areas of Practice Include:

• Taxation of Subchapter C Corporations
• Taxation of Subchapter S Corporations
• Taxation of Affiliated Groups Filing Consolidated Returns
• U.S. Tax Aspects of International Operations
• Mergers & Acquisitions
• Multi-State Taxation
• Accounting Methods
• Inventory and LIFO Inventory
• Real Estate Taxation and Partnerships
• Tax Compliance and Planning for High Net Worth Individuals