Specific Areas of Expertise

• Personal Income Tax Planning
• Taxation of Trusts
• Gift and Estate Tax Compliance
• Business Pass-Through Entity Planning and Consulting
• Education Incentives Planning

Professional, Civic, & Charitable Associations

• Ohio Society of Certified Public Accountants
• American Institute of Certified Public Accountants
• Trustee: Mahoning-Shenango Valley Estate Planning Council
• Treasurer: The Youngstown Club
• Downtown Youngstown Kiwanis
• Member: Leadership Mahoning Valley
• Corporate Chair: Step Out Walk to Fight Diabetes
• Director/Treasurer: Mahoning Valley Epilepsy Fund
• 2008 Athena Award Recipient
• 2007 Graduate: Leadership Mahoning Valley