Welcome!

CPA logo I have been a certified public accountant since 1990. I have been employed as with Muskingum University (formerly College) since 1996 with the current title of Asst Vice President for Business & Finance and Controller. My work has spanned several different industries, although I currently specialize in not-for-profit organizations and individual income tax preparation. I have also developed and present on personal finance issues to college students and others.

My goal has been to help people and organizations make informed decisions about their future. For organizations, I find that this is best accomplished when its systems operate as efficiently and effectively as possible.

TwitterI publish some articles here and on the presentations page. Or you can follow me on Twitter.

Some other links of interest:

This site's pages contain examples of my work. If you have any questions or would like more information, please contact me.

 

A lot of people have different thoughts on what a CPA is. I liked this graphic released from the AICPA:

CPA poster

Photo

Recent Updates

[01/26/14] How to read a Form 1098T

[12/14/12] Being smart online article posted on CheapScholar.org

[11/17/12] Being smart about money also means being smart online.

[4/28/12] Article on claiming tax exemptions for students. Also at cheapscholar.org

[3/20/11] Article on the confusing ways to claim a benefit for education expenses. Also at cheapscholar.org

[2/27/11] After traveling and renting a car, I reflected on the 'services' offered by the rental car company and why they are a bad deal. Article

[2/27/11] Article on avoiding a tax bill - next year.

[6/1/10] New article on talking to your kids about money. Also published at cheapscholar.org

[3/10/10] Wrote an article on new credit card rules and whether a parent should help their student get a credit card. Also published at cheapscholar.org

[2/24/10] Published an article on 529 savings plans for college at a website called cheapscholar.org. Link on Presentations page as well.

[1/29/10] Moved this portfolio to the public from the school MISST server. Some material is still password protected until I find more space. Send me an email if there is something that interests you.

[7/10/09] Still working on making my final MISST project, "Entrepreneurial Technology", a reality. I've begun exploring how  the program might be delivered online. Link to the presentation here and whitepaper here.

[6/14/09] Approaching the end of MISST. I have near final versions of the final project - a training program called "Entrepreneurial Technology" are on the MISST page. Reflections of my learning on this project and in the overall program are on the Reflections page.

[4/22/09] Preparing to deliver our final team project, Project 8, updated reflections and artifacts.

[2/21/09] Updating reflections on Project 8 on the MISST Reflections page. This is our last team project and maybe the most exciting.

[2/3/09] We have begun Project 8, our last team project.

[12/27/08] The development log for Project 7 has grown to its own page.

[12/13/08] Starting a log of my P7  development efforts in the MISST reflections.

[11/9/08] Project 7 is underway. Starting reflections on the MISST reflections page

[10/4/08] Project 6 information on the MISST page.

[8/10/08] Project 5 residency concluded and information is up on the MISST page and MISST Reflections page

Presentation Highlights