Senior Consultant

• Aug 2020 - Present

As retired IRS Appeals Officer, specializing in tax controversy resolution work for one of the largest middle Tennessee CPA firms. Representing clients with IRS Notices, in IRS audits, audit reconsideration, complex installment arrangements, offer-in compromise and Innocent spouse claims. Determine best strategies for resolving docketed and non-docketed cases with IRS Appeals through mediation or in traditional appeal processes. Representing clients with payroll tax disputes, audits and trust fund recovery penalty investigations.

Online Adjunct Professor (of Finance)

• Jan 2021 - Jul 2022

Taught the following online courses via either Zoom or customized the design and asynchronous delivery: FINA 3300, Business Finance (2 sections in Spring 2021)FINA 3300, Business Finance (1st summer 2021) FINA 3600, Investment Theory (2nd summer 2021) FINA 3300, Business Finance (2 sections in Fall 2021) - a total of 69 students in both sections.FINA 3300, Business Finance (2 sections in Spring 2022) -- a total of 86 students in both sections

Adjunct Professor of Non-Profit Management

• Jan 2011 - Jan 2021

Teach the NPMN 4100, Non-Profit Finance & Management course on a recurring basis once per year in a hybrid format, 50% in class and 50% online.

Adjunct Professor of Accounting

• Aug 2002 - Dec 2018

Frequent Lecturer of the following upper division undergraduate courses all taught in a traditional fifteen week classroom format: ACCT 3070, Federal Income Tax I; ACCT 3110, Intermediate Accounting I; ACCT 3120, Intermediate Accounting II; ACCT 4170, Federal Income Tax II (Corporate & Partnerships); ACCT 4230, Auditing Theory.

Adjunct Professor of Finance

• Aug 2015 - Dec 2017

Lecturer of the following upper division undergraduate courses all taught in a traditional classroom format: FINA 3300, Business Finance, FINA 3400, Finance Markets & Institutions, FINA 3600, Investment Theory, and FINA 4450, Commercial Bank Management.

Full Time Instructor of Accounting

• Aug 2007 - Jul 2010

Taught as a non-tenured instructor a full load of accounting courses -- four or five courses per semester - for three years (the maximum permitted concurrently by the State of Tennesee Board of Regents without becoming tenured). During 3-year period, classroom lecturer of the following 15-week courses: • ACCT 6170: Tax Research; • ACCT 4170: Federal Income Taxes II (2Xs); • ACCT 3070: Federal Income Taxes I (5Xs); • ACCT 4230: Auditing Theory (2Xs); • ACCT 3110: Intermediate Accounting I; • ACCT 2010: Principles of Financial Accounting (7Xs); • ACCT 2020: Principles of Managerial Accounting (5Xs).

Appeals Officer, Retired

• Mar 1988 - Aug 2018

Adjunct Professor of Accounting & Finance

• Aug 2002 - Dec 2009

Part-time accounting and finance instructor of both traditional students on main campus and Adult Studies students in the PRIMETIME Accelerated Program. Taught twenty courses in the following subjects during seven year tenure: ACC 210, Fundamentals of Accounting, ACC 331, Managerial Accounting and BUS 345, Financial Management. Part-time accounting and finance instructor of both traditional students on main campus and Adult Studies students in the PRIMETIME Accelerated Program. Taught twenty courses in the following subjects during seven year tenure: ACC 210, Fundamentals of Accounting, ACC 331, Managerial Accounting and BUS 345, Financial Management.

Adjunct Instructor

• Jan 2007 - May 2008

Taught Principles of Accounting I & II, Accounting Theory, and Advanced Accounting as an evening instructor. Taught Principles of Accounting I & II, Accounting Theory, and Advanced Accounting as an evening instructor.

Adjunct Professor

• Jan 2001 - May 2006

Taught all sections of Principles of Accounting I & II (ten classes in total) offered at college over a five year tenure in a traditional classroom setting. Taught all sections of Principles of Accounting I & II (ten classes in total) offered at college over a five year tenure in a traditional classroom setting.

Adjunct Instructor of Accounting

• Aug 2002 - Dec 2003

Taught federal income taxation and cost accounting via video confencing at all five campuses simultaneously while presenting at Columbia, TN Campus. Taught federal income taxation and cost accounting via video confencing at all five campuses simultaneously while presenting at Columbia, TN Campus.

Income Taxation Instructor

• Sep 1994 - Jul 2000

Taught the updated Federal Income Tax Accounting course each spring in a traditional 15-week classroom setting. Also taught Principles of Accounting, Business Math, Cost Accounting and Intermediate Accounting. Taught the updated Federal Income Tax Accounting course each spring in a traditional 15-week classroom setting. Also taught Principles of Accounting, Business Math, Cost Accounting and Intermediate Accounting.

Regional Sales Director

• Nov 1982 - May 1986

Selected as Sales Director at only age 23, reported directed to Charles F. Spurlock, Senior Vice President, and former President and founder of Empire General Life Insurance Company of Texas. For one of the leading substandard life insurance brokerage companies in the U.S., responsible for managing Houston and San Antonio regional offices by facilitating production from over 1,000 insurance brokers in the Houston and San Antonio metropolitan markets. Selected as Sales Director at only age 23, reported directed to Charles F. Spurlock, Senior Vice President, and former President and founder of Empire General Life Insurance Company of Texas. For one of the leading substandard life insurance brokerage companies in the U.S., responsible for managing Houston and San Antonio regional offices by facilitating production from over 1,000 insurance brokers in the Houston and San Antonio metropolitan markets.

Life Special Agent

• Jul 1980 - Nov 1982

Company representative for one of the leading property and casualty insurance companies in the United States. Responsible for production of individual and group life insurance from independent insurance agents of the company in Southeast Texas Company representative for one of the leading property and casualty insurance companies in the United States. Responsible for production of individual and group life insurance from independent insurance agents of the company in Southeast Texas