Brian, a tax principal in Baker Tilly’s Orange County, California office, specializes in not-for-profit organizations.
Brian has more than 20 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 and 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.
