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PRIVATE
SECTOR EXPERIENCE
Current
•
Principal, Ad Valorem Tax, Inc. (AVTI), Los Angeles, California
• Managing Principal of Western Region
• More than 27 years of experience in the property tax field
Previous
•
Director of Property Taxes for national lodging company
• Manager of Property Taxes for national restaurant company
PUBLIC
SECTOR EXPERIENCE
Current
• Citizen's
Advisory Committee—Los Angeles County Assessor's Office
Previous
•
Commercial Real Estate Appraiser—Department of Assessment &
Taxation, Lane County, Oregon
PUBLIC
PRESENTATIONS
• Institute of Professionals in Taxation
• California Assessor's Association
• Society of Auditors and Appraisers
• International Association of Assessing Officers
• Georgia Association of Assessing Officers
• Western States Petroleum Association
AWARDS
•
Literary
Award, Institute for Professionals in Taxation
PROFESSIONAL
AFFILIATIONS
•
Institute
of Professionals in Taxation
• Society of Auditors and Appraisers
EDUCATION
& ACCREDITATION
•
Bachelor
of Business Administration—Finance & Real Estate, University
of Oregon
• Certified Member of the Institute (CMI), Institute for
Professionals in Taxation
• State Certified General Real Estate Appraiser, State of
Colorado
• State Certified General Real Estate Appraiser, State of
Nevada
• State Certified General Real Estate Appraiser, State of
New Mexico
• State Certified General Real Estate Appraiser, State of
Utah
• Registered Property Tax Agent, State of Arizona
AUTHOR
•
Developing
Effective Tax Management Systems, Journal of Property Tax Management
Download
Article (700K)
• The ABCs of Hiring a Property Tax Consultant, Journal of
Property Tax Management
Download
Article (716K)
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PRIVATE
SECTOR EXPERIENCE
Current
•
Principal, Ad Valorem Tax, Inc. (AVTI), Chicago, Illinois
• Managing Principal of Central Region
• More than 20 years of experience in the property tax field
Previous
• Senior
Consultant, Ad Valorem Tax, Inc. (AVTI), Los Angeles Area Office
• Real Estate Appraiser, Shenehon-Goodlund-Taylor, Inc.,
Minneapolis, MN
PUBLIC
PRESENTATIONS
• Institute
of Professionals in Taxation
PROFESSIONAL
AFFILIATIONS
• Institute
of Professionals in Taxation
• International Association of Assessing Officers
EDUCATION
& ACCREDITATION
• Bachelor
of Arts—Economics and Business Administration, College of St.
Thomas, St. Paul, Minnesota
• Certified Member of the Institute (CMI), Institute for
Professionals in Taxation
• State Certified General Real Estate Appraiser, State of
Colorado
• Registered Senior Property Tax Consultant, State of Texas
AUTHOR
• Co-author of AVTI Powertools®, The Property Tax
Management System
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PRIVATE
SECTOR EXPERIENCE
Current
•
Principal,
Ad Valorem Tax, Inc. (AVTI), Cleveland, Ohio
•
Managing
Principal of Eastern Region
•
More
than 36 years of experience in the property tax field
Previous
•
Manager
of Property Taxes for international industrial & aerospace
company
•
Manager
of Property, Sales & Use Taxes for international industrial
and energy company
•
Manager
of Property Tax for international business equipment manufacturing
company
PUBLIC
SECTOR EXPERIENCE
Previous
•
Personal
Property Audit & Assessment Administrator—Property Division
- Ohio Department of Taxation
•
Personal
Property Tax Hearing Officer—Legal Division—Ohio Department
of Taxation
•
Personal
Property Tax Auditor—Property Division—Ohio Department of
Taxation
PUBLIC
PRESENTATIONS
•
Institute
of Professionals in Taxation
•
Georgia
Association of Assessing Officers
•
Tax
Executives Institute
PROFESSIONAL
AFFILIATIONS
•
Institute
of Professionals in Taxation
- Committee Member: Certification
- Committee Chair: Property Tax Audit Issues
- Committee Vice Chair: Web Enhancement
- Committee Member & Facilitator: Property Tax
Academy (2005)
- Instructor: Advanced Personal Property School (2000—2001)
- Instructor: Intermediate Personal Property School
(1992—1995)
EDUCATION
& ACCREDITATION
•
Bachelor
of Business Administration—Finance, Kent State University
•
Certified
Member of the Institute (CMI), Institute for Professionals in
Taxation
•
Registered
Senior Property Tax Consultant, State of Texas
•
Registered
Property Tax Agent, State of Tennessee
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