Educational Background- Bachelor of Science in Business Administration, Accounting, Duquesne University , 1978
- Master of Business Administration, Finance, The Ohio State University, 1980
Professional Background- 1983-Present-Principal in the Firm of Frank P. Hess and Co, Inc., Certified Public Accountants
- Certified Public Accountant
- 1978-1983-Auditor with the Firm of Deloitte and Touche, Certified Public Accountants
Area of Expertise/Research- General Practitioner in Individual, Entity and Estate Taxation
- Not for Profit Accounting and Auditing
Publications- March, 2012 issue of Practical Tax Strategies - article titiled "Using an IRA for a Planned Charitable Gift" co-authored with Dr. Lois Bryan
- December, 2009 issue of Practical Tax Strategies-article titled "What should older investors do with unrealized losses?" co-authored with Dr. Lois Bryan
Presentations- 2012 - Presented "Using an annuity to fund a planned gift" at the Duquesne Club to the Estate Planning Council of Pittsburgh.
