EDUCATION AND CERTIFICATION
- Oklahoma State University (B.S.B.A. in Accounting 1983), member of Phi Alpha Delta and Beta Alpha Psi
- University of Tulsa (M.B.A. 1987)
- University of Tulsa (J.D. 1991)
- Certified Public Accountant (1988)
- Chartered Global Management Accountant (2012)
ADMITTED TO PRACTICE
- State of Oklahoma (1991)
- U.S. Tenth Circuit Court of Appeals
- U.S. Federal Circuit Court of Appeals
- U.S. District Court for the Northern, Eastern and Western Districts of Oklahoma
- U.S. Tax Court
EMPLOYMENT
- Engaged in private practice (1991 to present) with areas of concentration in taxation, estate planning and business law
- Director of Planning and Management Analysis for the Office of the Governor, State of Oklahoma (1992 to 1993)
- Financial Analyst, OTASCO, Inc., (1986 to 1988)
- Management Consultant, Arthur Young & Company (1985 to 1986)
- Shareholder of Morrel Saffa Craige, PC
PROFESSIONAL ASSOCIATIONS
- Oklahoma Bar Association (Young Lawyer Division Desk Manual Committee, Chairman, 1993-95)
- Oklahoma Bar Association Public Information Committee
- American Institute of Certified Public Accountants
- Oklahoma Society of Certified Public Accountants
- Tulsa County Bar Association
- ARRL Volunteer Counsel, KC5FWI
LECTURES
- “Taxation of the Gambler,” Tulsa County Bar Association, Continuing Legal Education (2010)
- “Law Office Technology,” Oklahoma Bar Association, Continuing Legal Education (1994)
ARTICLES AND PUBLICATIONS
- “Taxation of the Recreational Gambler,” EA Journal (March/April 2013)
- “Geronimo and Gambling Taxes: The Story Behind a Legendary Warrior Can Prepare You For Tax Time,” Strictly Slots (July 2012)
- “You Win Some, You Lose Some,” CPA Focus (March 2012)
- “Taxation of the Recreational Gambler,” Tulsa Lawyer (April 2011)
- Author of the “Lady Luck Gambling Diary: Slot Machine Edition” (2010)
- The ‘Virtual’ Bankruptcy Office” Part 1 and Part 2, American Bankruptcy Institute Journal (1994)
- “The IRS’s Knockout Punch: The 100 Percent Penalty for Failure to Collect or Pay Over Tax,” The Oklahoma Bar Journal (1994)
AWARDS
- 2012 Silver Pen Award presented by the Oklahoma Society of CPAs (June 2012)
- American Jurisprudence Award for Contracts I (Fall 1988)
- American Jurisprudence Award for Agency & Partnership (Fall 1989)
COMMUNITY INVOLVEMENT
- American Radio Relay League
- Volunteer Counsel for Oklahoma
- Rotary International
- Southeast Rotary Club of Tulsa
- Paul Harris Fellow