EDUCATION:
St. Mary’s University – Bachelor of Business Administration/Accounting
CERTIFICATIONS
Certified Public Accountant
Certified Valuation Analyst
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
San Antonio Chapter – Texas Society of Certified Public Accountants
Texas Society of Certified Public Accountants
National Association of Certified Valuation Analysts
Financial Executives Institute
Hispanic Chamber of Commerce
EXPERIENCE
, L.L.P.
Managing Partner, Local CPA Firm a McGladrey & Pullen Network Office,
Member of SEC Practice Section
A full service firm providing auditing, tax, consulting, litigation/valuation and technology solutions. Twenty-one years of experience in public accounting. Recent experiences include several major litigation support engagements and expert witness testimony regarding lost business earnings, damages and business valuations.
Deloitte & Touche
Associate Director of Tax Operations. Served as lead service executive for major franchised auto dealer groups, multi-national distribution-food/dry goods, independent oil and gas producers and homebuilders, concentrating in the areas of business taxation for corporations, including consolidated returns and partnerships.
Ernst & Young
Senior Tax Consultant, Supervised and managed tax consulting and compliance engagements
regarding Oil & Gas, Franchise Auto Dealer Groups and Real Estate developers.
AREAS OF PRACTICE
Federal Income Tax, Corporate and Business Tax Planning and Federal Tax Controversy
Business Valuation, Lost Profits, Expert Witness Testimony and Forensic Accounting
Business Valuation and Tax Related Issues
Damages Quantification, Business Litigation, Shareholder and Partner Disputes
Business Consulting and Strategic Business Planning
Consolidated Corporation Income Tax
Corporate Reorganizations, Acquisitions, Mergers and Liquidations, including the tax ramifications
and impact to net operating loss carryovers, limitations, and carryover tax attributes, including
accounting methods and elections.
Inventory methods (Specialization in LIFO inventory methods)
Accounting Methods/Periods
Family-Owned Business Enterprises
Estate Taxes: Closely held business valuation and special use valuation issues, including
advantageous tax elections/methods for payment of federal estate tax.
Internal Revenue Service Examinations and Appeals, including Internal Revenue Service
examinations and preparation of Internal Revenue Service appeals, strategy and preparation of
formal protest of un-agreed tax deficiency, successful preparation of tax court petitions and pretax court trial negotiations.
LITIGATION SUPPORT EXPERIENCE
Rose, Brouillette & Shapiro, Kansas City – Gary Fulghum
Trial Testimony
Accounting Definitions, Asset Valuation, GAAP Methods
Cook Paint & Varnish vs. Thornton Summers – 1997
Federal Court – Texas
Myers, Forehand & Fuller, Tallahassee – Loula Fuller
Deposition Testimony
Breach of Contract, Franchise Dispute, Business Valuation
Dennis Davis Auto Group, Inc. vs. Mazda Motor of America, Inc.
Federal Court – Colorado – 1998
Shaddox, Compere, Walraven & Good – Linda McDonald
Lost Profits
Wayne Peterson vs. D’Ann Harper/Coldwell Banker
District Court – Bexar County, Texas – 1999
Lotz and Associates – Hal Lotz
Lost Profits
Elaine Hinkel vs. Doctor’s Hospital of Laredo, L.P., dba Columbia Doctor’s Hospital of Laredo
District Court – Webb County, Texas – 1999
Jackson, Lewis, Schnitzler & Krupman – J. Daniel Rodriguez, Jr.
Lost Wages
Cantu vs. MedCath of McAllen
District Court – Hidalgo County, Texas - 1999
Vinson & Elkins – James Reeder
Lost Profits/Damages re: Stock Acquisition/Merger
Reyes et al vs. Andersen
District Court – Harris County, Texas - 2000
Hohmann & Taube – Wade Jefferies
Contract Breech Damages
Benchmark et al vs. Wooley
District Court – Travis County, Texas - 2000
AWARDS AND DISTINCTIONS
Leadership San Antonio, Finalist
Nominee, “Small Business Leader of the Year”
Greater San Antonio Chamber of Commerce
CIVIC ACTIVITIES
CURRENT AND FORMER
Board of Trustees-San Antonio Academy
Board of Trustees-Marketplace Ministries, Dallas, Texas
Board of Directors-St. Mary’s University Forum on Entrepreneurship
Finance Commission-San Antonio Metropolitan Ministries
Treasurer – YMCA of San Antonio
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