I created this web site because as a CPA (I am now retired from public
accounting) I found the IRS web site to be a wealth of knowledge hidden because
of its structure.
Knowledge without organization losses accessibility and context.
My web site combines a powerful search engine with my knowledge of the
tax code and the layout of the IRS web site.
My search engine looks at your terms using my tax knowledge to perform
the perfect search.
A brief summary of my background follows.
Education
• Bachelor of Science in
Accounting, University of Southern California
• Graduate Degree in Taxation, University
of Southern California.
Publications and
teaching
• 1980 through 1982 instructor for State
of California University system teaching their graduate course in international
taxation.
• Author of the publication Estate Planning
with a Foreign Trust.
• Author for Mathew Bender’s publication,
Taxation of International Transactions.
• 1991 to 2007, Chairman of the California
Society of CPA’s International Tax Committee of Orange County.
. 2002 to 2207 Chairman of the California
Society of CPA’s Domestic Tax Committee of Orange County.
Expert Witness
• October 1979, Expert witness at the United
States House Ways and Means hearing regarding Foreign Investors Real Property Tax
Act (FIRPTA).
• February 1982 – Expert witness at the
Department of Treasury hearing regarding temporary FIRPTA regulations.
• December 1983 – Expert witness at the
Department of Treasury hearing regarding temporary FIRPTA regulations.
• June 1984, Expert witness at the United
States Senate Finance Committee regarding repeal of FIRPTA.
• January 1984, Expert witness at the Department
of Treasury hearing regarding portfolio debt.
• January 1989, Expert witness at the Department
of Treasury hearing regarding proposed regulations on the Branch Profits tax.
• 1992, United States Tax Court Expert witness
for the IRS in Condor International, Inc. vs. Comm’r.
• September 1994, Expert witness at the
Department of Treasury closed meeting regarding the proposed private annuity regulations.
• October 2001, Expert witness at the Department
of Treasury hearing of regarding the proposed regulations relating in income taxation
of foreign trusts.
• February 2007,
Expert witness at the Department of Treasury hearing on proposed regulations on
private annuities.