After practicing as a Certified Public Accountant since 1974
JERRY HAS RETIRED!

Jerry is a graduate from the University of Nevada, Reno with a Bachelor of Science degree in Business Administration and has been a Licensed California Certified Public Accountant since 1974.

Jerry was employed by Price Waterhouse & Company, a Big Six international accounting firm (in their Sacramento office), as well as working in private industry as a corporate controller and financial manager.

Practical, hands-on experience in private industry coupled with the public accounting experience result in a depth of understanding of complex issues.

Jerry has held a variety of volunteer director positions with churches, schools and other charitable organizations to lend financial expertise to their business practices from the preparation and implementation of business plans to budgets. Through these various associations and through employment in industry, an appreciation for the implementation phase of plans has been obtained.

Jerry’s current range of clients runs from small (less than $5,000 annual income) to mid-size ($24 million in annual income). Clients vary from professional practices (medicine, law, veterinary, etc.) to manufacturing, from wholesale to retail, food service industry, aircraft fractional ownership programs, construction contractors and real estate developers, etc. Work involving compliance audits and tax returns for government funded low-income housing projects (HUD and Farmers Home Administration) was a mainstay of his practice for many years until the Tax Reform Act of 1986 reduced the tax incentives for investors in these types of projects.

Continuing education to keep abreast in the field and new developments is required (80 hours bi-annually) as a part of licensure and, from a practical standpoint, necessary for competence. In order to enhance his existing skills and to fulfill continuing education requirements, Jerry attended law school for one and one-half years (1991-1992). He also attends tax update seminars applicable to his practice.

Jerry served as Technical Review Panel Coordinator for the State Board of Accountancy. This work was related to the investigation of claims against CPA’s or other Board licensees related to matters governed by the rules and regulations of the accounting profession in California.

In addition, Jerry was a published author of various articles on accounting matters for a trade publication.