教育
- Case Western Reserve University, M.B.A.
- Ohio University, B.A.
Related Articles
- November 1, 2023
Why Employee Stock Ownership Plans (雇员股票拥有s) are Becoming the Best-Kept Secret in Business Ownership - August 7, 2023
The Clock Is Ticking For Estate & Gift 税 Planning For The Family Business - April 17, 2023
Attention 税payers: Expect More 估值-Related Challenges - July 20, 2020
雇员股票拥有s Improve Employee Retention During COVID Crisis
Professional Associations
- American Institute of Certified Public Accountants
- The Ohio Society of Certified Public Accountants
- CFA Institute
- 哥伦布 Society of Financial Analysts
- Institute of Business Appraisers
- The 雇员股票拥有 Association
- National Center for Employee Ownership
- Ohio Employee Ownership Center
- Association for Corporate Growth
- Estate Planning Group II of 哥伦布
- Appraisal Issues Task Force
Past Speaking Engagements
- “雇员股票拥有 估值s: What You Need to Know”; Ohio Employee Ownership Center’s Southwest Ohio Employee Ownership Forum; 12/6/23
- “The Clock is Ticking for Estate & Gift Planning for the Family Business”; Worthington Estate Planning Council; Worthington, OH; 11/15/23
- “Reviewing an 雇员股票拥有 估值 Report”; Great Lakes Conference of the 雇员股票拥有 Association; Sandusky, OH; 10/17/23
- “Business Succession Planning: Turning Goals into Reality”; GBQ Webinar; 9/19/23
- “雇员股票拥有 估值s: What You Need to Know”; Ohio Employee Ownership Center’s 37th Annual Conference; Akron, OH; 4/20/23
- “What’s Going on With Your 12/31/22 雇员股票拥有 估值”; Ohio/Kentucky Chapter of the 雇员股票拥有 Association’s Annual Spring Conference; 哥伦布, OH; 3/23/23
- “Shareholder Buyouts & Buy-Sell Agreements: Address Now or Distress Later”; Conway Center for Family Business; Webinar; 3/14/23