Brian, a tax partner in Baker Tilly’s Orange County, California office, specializes in not-for-profit organizations.
Brian has nearly 30 years of experience providing tax, legal and accounting services and solutions to all types of not-for-profit organizations, including public charities, private foundations, university auxiliaries, social clubs, business leagues, labor organizations, social welfare organizations, water districts, athletic organizations, social services entities, hospitals, bids, veterans organizations.
Provides reasonable compensation studies, lobbying studies, governance consulting, public support test consulting, unrelated business income studies, special events consulting, state charitable solicitation registration services and insider transaction analyses.
- American Institute of Certified Public Accountants (AICPA)
- American Bar Association (ABA) Exempt Organizations Committee
- Board of Directors for the TE/GE EO Council
- AICPA EO Tax Technical Resource Panel
- AICPA Non-profit Advisory Committee
- Adjunct professor at the University of California, Irvine, Master of Professional Accountancy Program
- Developed the AICPA’s Form 990 course for dissemination to state societies throughout the United States.
- Developed the tax modules for the AICPA’s non-profit certificate program.
Location
Orange County, CA
Education
University of Virginia (Charlottesville, Virginia)
Bachelor of Science, finance and marketing
Indiana University School of Law (Bloomington, Indiana)
Juris Doctor
