Professional Background

PROFESSIONAL

  • Certified as an Expert Witness before the Montana State Tax Appeals Board
  • University of Tulsa – Master of Science in Taxation program, Adjunct Instructor, Multistate Taxation
  • Oklahoma State University at Tulsa – B.B.A. program, Adjunct Instructor, Cost Accounting (only once)
  • Certified Public Accountant licensed to practice in Oklahoma
  • Former Member of the Tax Executives Institute – Past President – Oklahoma Chapter, served on TEI Board of Directors

 

PUBLICATIONS

  • “It’s Non-(of Your) Business: An Open Letter”, The Tax Executive, Vol. 49 No. 5, September-October 1997
  • “Is Oklahoma OK?”, State Tax Notes, Vol. 12 No. 26, June 30, 1997
  • “Net Income Limitation Under the Windfall Profit Tax”, Oil & Gas Tax Quarterly, Volume 29 No. 2, December 1980
  • “When is IRS Approval Required in Adopting an Apportionment Method Under Reg.1.861-8?”, The Journal of Taxation, Volume 56 No. 3, March 1982

 

SPEAKER/PRESENTATIONS

  • Council on State Taxation – Audit Session and Annual Meeting
  • Tax Executives Institute – Annual Meeting
  • American Petroleum Institute – Windfall Profit Tax Symposium
  • Oklahoma Society of CPA’s – Tulsa Chapter

 

EDUCATION

  • Master of Science in Taxation – DePaul University, Chicago, Illinois – February, 1978
  • Bachelor of Science in Accounting – University of Illinois, Urbana, Illinois – January, 1974