“Healthy Growth” means helping clients to achieve their goals through creative and efficient business and tax planning techniques.
- Tax planning and preparation for businesses and individuals
- Pass-through entity taxation
- Estates and trusts
- Real estate state taxation
- Construction and Real Estate
- Miami University – Bachelor of Science in Business
Professional and Industry Associations:
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Bet Olam Cemetery Association – Treasurer
- B’nai Jeshurun Congregation – various committees
- Council Gardens – past trustee and officer
Hobbies/Fun Facts: Running and road cycling. I am as passionate fan and spectator of many sports. Enjoying my grandchildren. Traveling the United States and abroad.