University of Northern Iowa
Bachelor of Arts Degree, 1968
Accredited in Business Valuation (ABV)
Certified in Financial Forensics (CFF)
Joined the firm in 1974
Tax partner in the firm. Responsible for assisting clients with tax planning considerations and tax return preparation. Consults with clients, partners, and attorneys regarding income tax and estate planning issues. Preparation of estate and gift tax returns.
Determines the value of closely-held businesses and prepares written valuation reports for use in estate tax planning, buy-sell engagements, business sales, divorce engagements, and other purposes.
Prepares and submits written or oral testimony in depositions and courtroom proceedings in litigation involving business valuations, divorce engagements, and other engagements.
Honorary Member and Past President of the Estate Planning Council of Black Hawk County, Iowa
Member of the American Insitute of Certified Public Accountants
Member of the Iowa Society of Certified Public Accountants and the Minnesota Society of Certified Public Accountants
Member of the Board of Trustees of the H.W. Grout Trust and Grout Museum, Inc.
Member of the firm’s Executive Committee