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