Janet has a wide range of comprehensive tax, audit, and accounting experience for individuals, trusts, and diversified companies in the real estate, retail, wholesale, manufacturing, and professional services industries. She specializes in tax planning, tax minimization, estate plans, and comprehensive financial planning and has extensive experience in a variety of applications involving forecasting and budgeting.
Janet’s litigation experience includes:
- Matrimonial Matters: tracing, characterization of property, reimbursement claims, offset claims, and valuation of business
- Calculation in breach of fiduciary duty or breach of contract
- Business valuations
- Court-appointed auditor - probate court
- Piercing the corporate veil
- Lost profits calculation from aborted public offering
- Wrongful termination calculation in employment matter
- Assistance in mediation
-
Testified in district court as expert witness
Certifications
- Certified Public Accountant (CPA), Texas
- Certified Valuation Analyst (CVA)
- Accredited in Business Valuation (ABV), American Institute of Certified Public Accountants
- Certified in Financial Forensics (CFF), American Institute of Certified Public Accountants
Education
-
BBA, University of Texas at San Antonio
Professional & Community Involvement
- American Institute of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants (Board of Directors, 2005-2006; CPE Expo Committee)
- Texas Society of Certified Public Accountants – San Antonio Chapter (Board of Directors, 2001-2003, 2003-2005, 2005-2007; Speaker’s Bureau Chairperson; IRS Relations Committee; Treasurer-Elect, 2005-2006)
- National Association of Certified Valuation Analysts (Member)
-
San Antonio Society of Women Certified Public Accountants (SASWCPA)
Awards & Recognition
- Elijah Watt Sells Award for the highest CPA examination grades – 5th highest score in Texas in 1984 and top 117 score in the United States
- Ernst & Whinney Accounting Award
-
University of Texas “Alumni Star”
Publications & Speeches
- Hiring Incentives to Restore Employment (HIRE) Act, July 2010
- Tax Savings with S Corporations, TSCPA
- Applying Tax Depreciation and Cost Recovery Rules, TSCPA
- Tax Savings Techniques for Individuals, TSCPA
- Applying Tax Depreciation and Cost Recovery Rules, Nebraska Society of CPAs
- Uses of Tax Returns in Marital Dissolution, San Antonio Family Lawyers Association
- Tax Issues Affecting Lawyers, San Antonio Trial Lawyers Association
- Economic Contribution in Plain English, San Antonio Bar Association – Family Law Section

