Page 284 - ALMExperts 2020 Southwest Directory

NON-MEDICAL RESUMES ALM EXPERTS: Southwestern Edition 2020

CPA, PFS, Cr.FA, CFF, CGMA
9901 IH-10 West, Suite 670, San Antonio, TX 78230
210-691-3133 * National 888-683-2727 * 210-691-3233 Fax
www.bankler.com

Profile

A sole practitioner established in 1977. Performs consulting, planning, and tax and financial statement services for closely held businesses and
the following:

 Litigation support (both as expert witness and forensic accountant) in all areas of litigation (including business,
bankruptcy, estate and divorce)
 Sophisticated tax and business planning
 Business negotiations
 Estate planning
United States Senate Employee–Hired as sole investigative accountant to provide expert tax and accounting services to the Special
Whitewater Committee, February 20 – June 17, 1996.

United States Senate–Pro bono consultant to the Banking Committee’s inquiry into Swiss banks’ involvement in holding Holocaust
victims’ assets, December 11, 1996.

Affiliations

American Institute of Certified Public Accountants

Forensic Expert Witness Association
IRS Practitioner Liaison Member
IRS District Director Liaison Committee
Charter member 1987 - 2000
Texas Society of CPAs CFF, PFS, Cr. FA, CFF
Member, Litigation Services section
Past chairman, Taxpayer Education committee
Past chairman, Taxpayer Public Relations committee

San Antonio Chapter of Texas Society of CPAs Past
chairman, Taxpayer Education committee
Past chairman, IRS Communication/Relations committee

San Antonio Employee Benefit Forum
[dissolved] Charter member Founding secretary

Accreditations and Licenses
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Certified Forensic Accountant (Cr.FA)
Certified in Financial Forensics (CFF)
NASD Series 66 License (Investment Advisor)
Chartered Global Management Accountant (CGMA) NASD
Series 7 License (General Securities License)
NASD Series 24 License (General Principal Securities License)

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