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Teaching & Speaking


> Responsive business guidance 

> Customized internal reporting

> Top-notch tax services

> Expert accounting leadership

I extend my passion for helping

business owners to group settings, too!  

Read below for upcoming events.​

Please get in touch if you need a tax, accounting, or business speaker for your panel, podcast, classroom, or industry event.  I have experience teaching both lay-folks and accountants, and would love to share my knowledge with your audience. 




The nice folks at the office of Federal Public Defender - Western District of Washington have invited me to speak to their panel of attorneys about retirement planning in early October 2020. I am honored to be invited to support lawyers who are working hard to make sure everyone gets to exercise their sixth amendment rights to counsel.

We'll talk about retirement plans available to lawyers, not-to-be-missed tax deductions, and maybe throw in some cash-flow planning for businesses that deal with lump-sum payments. Good stuff!

Link to event page

Ticket Link

So excited to be invited back by the Writer's Co-Op to be on another panel! I had a nice time zoom-ing with Jenni and Wudan from the backyard last time when we powered through all things tax for self-employed folks. We'll see where I end up this time! (Hmmm.....what zoom location is best for talk about all things retirement plans?)

The Writers' Co-Op image

Along with Stephanie Xenos from the MoneyMuse, Jenni, Wudan, and I will discuss the various retirement plan options for self-employed folks, budgeting for savings, and more. October 1, 2020 at noon. Here is the link for tickets.

The state legislature passed RCW 35-102.130 which tells cities in Washington how to impose a B&O tax on business located in their cities, and whether or not those business can be taxed on revenue earned outside of the city. At the September 2020 meeting, I'll share the ins and outs of this change with my fellow CPAs so they can implement it in their own businesses and share the information with their clients.

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