For more than 40 years, Irv has helped clients grow their businesses and achieve financial security. Irv is a business and financial advisor to clients in various industries and professional services. He has particular skills in litigation support as an expert witness, and often helps clients with mergers, acquisitions, and sales of their businesses. Irv is a member of REDW Stanley Investment Committee.
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
In addition to being a Certified Public Accountant, Irv holds the following certifications:
- Personal Financial Specialist (PFS)
- Certified Financial PlannerTM (CFP)
Irv is active in professional organizations, and served as president of the New Mexico Society of CPAs. He is also a former vice president and member of the Board of Directors of the American Institute of Certified Public Accountants and the National CPA Financial Literacy Commission.
In related industries, Irv is chairman of the Board of Directors of AmerInst Insurance Group, Ltd., a publicly held reinsurance company, and a member of the Board of Directors of the First National Bank of Santa Fe, where he chairs the Audit Committee.
PUBLICATIONS AND SPEAKING ENGAGEMENTS
Irv writes extensively in the tax and financial planning areas. He was a regular columnist for the New Mexico Lawyer and a former member of the editorial advisory board of The Tax Adviser.
Irv’s depth of experience and sophisticated communication skills keep him in demand as a speaker. He has delivered over one hundred presentations on tax and financial planning topics, including succession planning for the small business owner, and investment education.
Irv has held several board and leadership positions in civic and charitable organizations including the Santa Fe Opera, the University of New Mexico Anderson Schools Foundation, and the New Mexico Symphony Orchestra, among others. Currently he is a member of the Board of Directors of Spaceport America.