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310 Shelden Avenue
Houghton, Michigan 49931 |
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906.482.6601
(t)
906.482.9046 (f) |
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| "A small
group of thoughtful people could change the world. Indeed, it is the
only thing that ever has." - Margaret Mead |
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Licenses/Certifications |
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Certified Public Accountant
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Professional Memberships |
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American Institute of Certified Public Accountants
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California Society of Certified Pubic
Accountants |
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| Education |
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Bachelor of
Science – Sociology, Oregon State University, 1971
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Accounting
Curriculum – University of La Verne, 1985 |
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Background |
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Partner in Gaeden, Enderby & Company
CPA’s 1988 through 2005. Consultant to Hocking Denton Palmquist
CPA’s 2005 through October 2007. Coordinate estate and tax planning
with attorneys, investment advisors and trust officers. Counsel with
individuals and families on multi-generational income, gift, estate
and trust tax issues. Advise clients with multiple entities on tax
and cash flow implications of transactions. Provide information to
clients on the use of entities to reduce estate and income taxes and
to transfer assets between generations. |
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| Services
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Tax returns and
tax planning
Individuals
Business entities
Trusts and Estates
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| Residence |
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Lake Linden, Michigan |
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Community Involvement |
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Rotary Club of
Montecito
Liaison for projects in the Philippines, past president, past
international chair, past treasurer
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Easy Lift
Transportation
Past president of non-profit dial-a-ride company serving the
elderly and disabled
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Indigenous
Development Coordinators Foundation, Director
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Camerata Pacifica, chamber music ensemble, past director and
treasurer |
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