Teaching

With decades-long experience as a solo practitioner, I am only too eager to share my expertise in the classroom and do so routinely. I am an alum and former faculty member of the National Tax Practice Institute®, a recognized speaker on the "professional" circuit, and a welcomed guest lecturer on college campuses and at community organizations.

I am a trained program developer and continuing education instructor of courses designed to enhance the professional knowledge of Enrolled Agents, Registered Tax Return Preparers (RTRP), and other tax practitioners. I offer programs comprised of current subject matter in accounting, tax return preparation software, taxation and ethics consistent with the Internal Revenue Code and effective tax administration. In addition to the many years of experience honed during my long career as a professional instructor, I have received extensive training to ensure that I satisfy and exceed the standards set forth by the Treasury Department Circular 230, Revenue Procedure 2012-12 and the IRS Return Preparer Office as a qualified instructor competent and current in the subject matter; capable through training, education or experience of communicating effectively; capable of proving an environment conducive to learning; skilled in the use of appropriate instructional methods and technology; and prepared in advance.

As a part-owner of an investment advisory firm and a practicing investment consultant, I can bring real-world experiences and humorous anecdotes to class to make my course materials less dry, more memorable, and fun. As an Enrolled Agent, I maintain a flourishing tax practice in Southern California and cannot decide whether I prefer teaching or taxation. I'm happiest when I don't have to choose and I get to teach tax!