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Recently sold accounting practice to a regional firm and since 2001 has worked as an investment representative. I`m an active member of the American Institute of CPA`s, the Financial Planning Association (FPA) and the Estate Planning Council. Additionally, I serve on several non-profit Boards of Directors including the Boys & Girls Club, Samaritan Counseling Center and the Lions Club.

Professional Licenses
Certified Public Accountant (CPA) New York State License #034810

39 Years of Work Experience


Broome Community College - Associate Degree (AAS) in Accounting University of Buffalo - Bachelor of Science in Business Administration

Question answered by CHARLES

How much should it cost to hire a bookkeeper to use QuickBooks for a moderate size company?... read on

What is an acceptable practice when trying to balance a bank statement and the problem cannot be found? How do you reconcile?... read on

If the lessee moves in before the lease term begins, how should this be accounted for?... read on

I purchased a business (100% stock) with a zero bearing interest promissory note, how do I enter this purchase in the consolidated company... read on

Someone wants to invest into my corporation with cash for a certain amount of return in the future. The agreement does not... read on

Do you have any guidelines you'd suggest for successful household budgeting?... read on

I inherited an annuity and would like to donate 10% or $100,000 to charity. I am 65 years old. Do I... read on

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