State of Utah, Certified Public Accountant (CPA), 1985
Utah State Bar, 1987
Utah Supreme Court, 1987
U.S. District Court, District of Utah, 1987
U.S. Tax Court, 1991
University of Utah, J.D., 1987
University of Utah, B.A., Accounting, 1984, Cum Laude, Beta Alpha Psi, National Accounting Service, Honor Society
Spanish
Tax Accountant, First Security Bank
American Institute of Certified Public Accountants
Davis County Bar Association
Salt Lake County Bar Association
Utah Association of Certified Public Accountants
Chair, Utah CPA Politial Action Committee, Utah Association of Certified Public Accountants, 2007-present
Bar Examiner, Estates & Wills Section of the Utah State Bar, 1992-present
Salt Lake Estate Planning Council, 1987-present
Political Action Committee, Utah Association of Certified Public Accountants, 2005-present
Chair, USLAW Network Transactional Practice Group 2006-2008
Tax Symposium Committee, Utah Association of Certified Public Accountants, 1996-2002 (Co-chair 1999)
Ethics and Discipline Committee, Utah Association of Certified Public Accountants, 2000-2002
Board of Directors, Salt Lake Estate Planning Council, 1999-2000
President, Business Law Section of the Utah State Bar, 1994-1995
Non Profit Organizations Advisory Committee, 1993-1994
Advisor to the Board of Directors, United Way of Davis County, 1997-present
Farmington City Open Space Committee, 1999-2001
Recognized in Utah Business Magazine’s “Utah Legal Elite”
Distinguished Tax Practitioner of the Year 2005-2006, Tax Section, Utah State Bar
Presenter, "Tax Implications of Aircraft Transactions", Tax Section, Utah State Bar, SLC, UT October, 2008
Presenter, "Practical Contract Drafting Tips", USLAW Transactional Practice Group, Las Vegas, NV September 2008
Estate planning, trusts, probate and business planning
International Association of Financial Planners
Utah Association of Certified Public Accountants
Utah Society of Public Accountants