LICENSED IN:
Texas
EDUCATION:
Tulane University, New Orleans
Bachelors of Science in Accounting/Finance
BPA – Accounting
CERTIFICATIONS:
Certified Public Accountant (CPA)
EXPERIENCE
AREA OF FOCUS
AFFILIATIONS
Patrick joined LGT in 2003 and has an emphasis on SEC, auto dealerships, and finance companies. His responsibilities include project management for audit and accounting engagements, as well as compliance auditing. Patrick plans and supervises the staff on engagements, reviews field work, and prepares/reviews financial statements and is heavily involved in static pool reviews, evaluations, and consulting with Buy-Here-Pay-Here, Lease-Here-Pay-Here dealers, lease operators, and finance companies.
Dealerships
- Finance Companies
- BHPH/LHPH Dealerships
- Lease Operators
- Franchised New Vehicle and Motorcycle
- Franchised Medium and Heavy Duty Truck
- Franchised Trailer
- Related Finance and Warranty Companies
SEC Reporting and Filings
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
Young Risk Management Association—Member
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Part of being a most trusted advisor is taking the time to look at the big picture.
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Tackle Tax Planning Challenges Head On
Tax planning continues to be challenging for businesses. Several valuable tax breaks expired Dec. 31, 2014, and it’s looking more and more likely that we’ll have a repeat of last year, when Congress didn’t extend expired tax breaks until December, giving business little time to implement tax-saving steps accordingly. Read More
The Bipartisan Budget Act of 2015: New Partnership Audit Rules
The Bipartisan Budget Act of 2015 signed into law on November 2, 2015 has gathered a lot of attention lately for its purpose to help the U.S. government avert financial obligations by raising the discretionary spending limit. Read More
LGT is one of the largest professional accounting and advisory firms in the Dallas/Fort Worth metroplex area.
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Not-for-Profit
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Tips for Preventing Fraud in Your Organization
If your not-for-profit became a victim of fraud, it wouldn’t just hurt your organization’s bottom line — the infraction also could do devastating damage to your reputation. By implementing some simple controls, though, your organization can help protect itself from these risks. Read More
How to Communicate Financial Information to Patients
The wave of healthcare reform has led to a closer focus on the need for clear, consistent and transparent communication of patient financial information. Read More
8 Tips for Improving Work-Site Productivity
In an industry as labor-intensive as construction, few things can hurt a contractor’s profitability more than unproductive workers. Here are eight tips for improving productivity. Read More
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