415-217-6902
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Spott, Lucey & Wall, Inc. CPAs (1982 to Present)
- San Francisco, California
Tax, audit and non-audit, due diligence for mergers, acquisitions and spin-off's and sales of businesses, accounting services to technology, manufacturing and real estate companies. Extensive technical knowledge of U.S. tax effect of stock options, foreign transactions, research and development expenditures, membership organizations and California combined reporting.
California Polytechnic State University , San Luis Obispo, California
- Bachelor of Science Degree in Accounting awarded 1982
Golden Gate University, San Francisco, California
- Masters in Taxation awarded 1990
- American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- National Association of Women Business Owners
- Treasurer Swiss American Chamber of Commerce
- Frequent speaker on Issues relating to U.S. citizens and tax residents working abroad (tax equalization and protection plans, etc.) and itinerant employees to various Human Resources groups as well as U.S. Taxation of Assets Outside the U.S. to various international organizations
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