Position:
Board Member at Accountancy Board of Ohio, Trustee - Cleveland Chapter at Society of Financial Service Professionals, Member at BNI, Owner at Hobe & Lucas CPAs Inc, Trustee at Delta Alpha of Sigma Nu
Location:
Cleveland/Akron, Ohio Area
Work:
Accountancy Board of Ohio
- Columbus, Ohio Area since Jan 2012
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Board Member
Society of Financial Service Professionals
since Jun 2010
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Trustee - Cleveland Chapter
BNI
since 2010
-
Member
Hobe & Lucas CPAs Inc
since Nov 1991
-
Owner
Delta Alpha of Sigma Nu
since Jan 1981
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Trustee
Knights of Columbus - Strongsville Oh
Jul 2008 - Jun 2010
-
Grand Knight
The Ohio Society of CPAs
May 2008 - May 2010
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Executive Board Member
Cleveland Chapter Ohio Society of CPAs
May 2003 - Apr 2004
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Past - President
Kopperman & Wolf Company
Jan 1985 - Nov 1991
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Manager
Education:
Case Western Reserve University - Weatherhead School of Management 1980 - 1984
BS, Accountancy
Skills:
Accounting, Estate Planning, Due Diligence, Tax Preparation, Strategic Financial Planning, Income Tax, Mergers, Corporate Tax, Finance, Small Business, Financial Statements, Financial Reporting, Investments, QuickBooks, Financial Analysis, Public Company Compliance, Broker-Dealer, CPA, Manufacturing, Financial Services, litegation support, Tax
Honor & Awards:
Inductee to the Delta Alpha/ Delta Zeta of Sigma Nu Fraternity Hall of Honor
St. Francis of Assisi Council of the Knights of Columbus "Knight of the Year" 2006-2007
I was painted into Michael Jaszczak's Sigma Nu painting "The Quest" - My face is the figure on the left.