Education and Experiences

• Current UNF GPA 3.8
• Member of the National Association of Black Accountants
• Member of A.I.C.P.A.
• Knowledgeable in foundational accounting concepts including MACRS, deferred taxes, net operating losses, alternative minimum tax and multiple tax rates.
• Experienced with basic tax planning and reporting (Schedule A, Forms 8283, 8863 and General Sales Tax deduction.
• Completed both sections of the H&R Block Home Income Tax course studying basic tax concepts including personal and business income and adjustments, credits, MACRS and Schedules C, D, E, H and K.
• Actively manage my wife’s and my own 401k investment portfolios.
• Developed an emergency fund utilizing a laddered CD portfolio.
• Completed accounting and economics classes along with elementary and business statistics earning an A in all of these classes.
• Above average expertise with Excel, Microsoft Office and Windows.
• Current subscriber to several financial news publications: Financial Advisor, Investor’s Business Daily and Money.