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Richard L. Goldstein, CPA, CMA, CFE, MSTax, MBA

Modesto, California  ~  (209) 521-0716

 

EMPLOYMENT

 

Management Consultant, Financial Analyst, Economist, Certified Public Accountant

Richard L. Goldstein, CPA, Modesto, CA 

September 1996 until present

 

Accomplishments:

  • Selected, hired, trained, motivated and mentored new staff members.
  • Prepared difficult and complex Federal and State income tax returns: (Individual, Partnership, Limited Liability Company, Non-Profit, Corporation, multi-state, etc.).
  • Represented numerous clients before the Internal Revenue Service and California Franchise Tax Board saving clients hundreds of thousands of dollars.
  • Prepared original prior year income tax returns (back taxes) for many clients.
  • Amended income tax returns, both Federal and State for client refunds and in response to letters from taxing authorities.
  • Supervised up to four staff members during peak times and for complex and difficult time driven tasks.
  • Prepared quarterly and annual payroll and local tax returns including Mill Tax, Sales Tax, Federal 943s, 941s, 940s, W-3s, W-2s, 1099 Miscellaneous, etc.
  • Researched, analyzed and valued / evaluated over 300 potential and existing businesses, including appropriate economic and industry metrics, cash-flow, income and cost projections.
  • Analyzed and calculated lost wages and other economic losses for expert witness testimony.
  • Investigated income and cash flow transactions for court ordered alimony and child support.
  • Evaluated financial and tax consequences of settlements in various litigation matters including structured settlements and potential payout dates to minimize income tax cost and to maximize client return.
  • Testified as expert witness: Federal Court, Fresno, California; Federal Bankruptcy Court, Modesto, California; Stanislaus County Superior Court, Modesto, California; Department of Worker’s Compensation, State of California.


Financial Analyst, Assistant to Controller, Computer Specialist

Escalon Packers, Inc., (a wholly owned subsidiary of Heinz, USA), Escalon, CA

     June 1994 to September 1996

 

Accomplishments:

  • Assisted controller for wholly owned subsidiary of Fortune 500 Company with month-end and year-end close including complicated adjusting journal entries and complex management schedules.
  • Interfaced with engineering, manufacturing, technical and managerial staff to complete difficult, complex projects on time.
  • Cost Accounting, calculated volume and price variances, including time, material and manpower for new and existing products to allow management to be fully informed and to make proactive decisions for day to day operations: full absorption and process costing are both part of my skill set.
  • Designed and employed computer spreadsheets and data base management systems to analyze complex financial data.
  • Forecasted, budgeted and completed profit / cost analyses for Fortune 500 subsidiary, including damage losses during natural gas outage and other workflow stoppages including special deadline intensive projects.
  • Trained, mentored and assisted staff and management personnel regarding the usage of Microsoft Office, accounting and other software and hardware related packages.

 

Senior Staff Accountant, Computer Specialist

Rick Dahseid, CPA, Modesto, CA

February 1992 to May 1994

 

Accomplishments:

  • Audited, reviewed and compiled full disclosure financial statements for closely held companies.
  • Prepared Federal and State income tax returns: (Individual, Partnership, Non-Profit, Corporation, etc.)
  • Calculated fixed asset and depreciation schedules (Book, MACRS, AMT, ACE, etc.).
  • Installed and maintained computer network, including personal computers, peripherals and software.

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EDUCATION

 

Master of Business Administration, (MBA), GPA 3.83 on 4.0 scale, Amberton University, Garland, Texas.

Master of Science, Taxation, (MSTax), Cum Laude, Washington School of Law, Sandy Utah.

Bachelor of Science, Business Administration, (BS), Cum Laude, California State University, Stanislaus, Turlock, California.

Certificate in Computer Science, Suma Cum Laude, Hartnell College, Salinas, California.

General Education, (Two Years, Upper Division, Credit / No-credit), University of California Santa Cruz, Santa Cruz, California.

Associate Degree in English, (AA), Cum Laude, Monterey Peninsula College, Monterey, California.

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PROFESSIONAL ACCREDITATION & AFFILIATIONS


Certified Public Accountant, (CPA), California State Board of Accountancy.

Certified Fraud Examiner, (CFE), Association of Certified Fraud Examiners.

Certified Management Accountant, (CMA), Institute of Management Accountants.

 

Member: Institute of Management Accountants

Member: National Association of Certified Fraud Examiners
 
 
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