- University of Illinois at Urbana-ChampaignAccountancy, 1982 - 1983
- University of Texas at AustinMPA - Tax, 1979 - 1983
I have broad and deep experience in the operation and management of an integrated tax, technology & financial advisory professional service practice which is national in scope, We developed abizinabox.com which is a cloud based SaaS, PaaS and IaaS platform.
The firm is a AICPA PCPS member practice.
I have extensive background and experience in:
- transactional tax practice in all phases of project life cycle for real estate, project finance, distressed debt obligation [particularly real estate backed instruments]
• inter-generational transfer of assets, such as real estate and closely-held operating businesses.
Salesforce Certified - Sys. Admin, Adv. Sys. Admin Sales & Service Cloud Consultant
Partnership & Real Taxation,
Real Estate Taxation,
CPA, CITP, CISM, CGEIT
salesforce Certified Sys. Admin, Adv. Sys. Admin., Implementation Consultant
QuickBooks Certified Pro Advisor [since 1999] - including POS and Enterprise
- aBIZinaBOX IncManaging Director & CEO, 1998 - present
- Jordan S. Zoot & Co., LLPManaging Partner, 1996 - 1997
- Arthur AndersenSC Tax Partner, 1983 - 1995