Kenneth D. Simon licensed Attorney –Virginia and New Jersey, C.P.A.-Virginia,

Admitted to United States Tax Court

**** *. ********** ****. #***

Arlington, Virginia 22201

Cell-1-914-***-****

abh26b@r.postjobfree.com

Experience:

-1999-Present-self employed Attorney and C.P.A.-Advises high net worth individuals with tax planning,

estate planning, and charitable giving including the use of various trusts, private foundations and insurance

products. Tax audit representation including appeals. Experience in corporate and real estate law involving

small business startups and due diligence reviews (incorporations, real estate closings, tax free exchanges,

sales-leasebacks, and all state filings). Considered a strong public speaker. I have lectured on the financial

and tax ramifications of different investment alternatives. Actively follows legislative and judicial changes to

tax laws through on-line research and involvement in tax organizations.

-1998-1999-Senior Tax Manager, Gelman Rosenberg, Bethesda, Md.-managed individual and small business

returns (C Corp and S Corp) for entrepreneurs, executives, physicians and attorneys. Reviewed large series

of real estate and investment partnership returns. Reviewed non profit audits for Unrelated Business Income

Tax issues. Tax audit representation. Advised clients on split interest trusts for large tax savings.

-1992-1998-self employed C.P.A.-Advised clients on all aspects of their finances including estate and trust

planning, compensation planning and investments. Marketed tax business for high volume of individual tax

returns.

-1989-1992-Tax Manager, Ernst and Young, Washington, D.C.-Managed various law firm partnership tax

returns including partner’s compensation planning. Reviewed tax returns of manufacturing companies with

merger and acquisition issues, inventory issues, state nexus issues and other C Corp complex transactions.

Involved in audits of non profit organizations including protection of tax exemption status.

-1986-1989-Senior Tax Accountant-Arthur Andersen, Washington, D.C.-gained experience with all aspects of

individual, corporate, partnership and non-profit taxation. Part of financial services group. Specialty

training in bank taxation and brokerage taxation. Organizer of firm wide bank tax training school and was

instructor on unique software for bank tax returns that I helped to develop. Supervised the preparation and

planning of large estate tax returns, involving pre and post-mortem planning, distribution planning and

alternative “what-if” calculations for life changes, state taxation and changes in tax law. Worked on REMIC’s

and related mortgage tax products.

-1978-1983-Executive Director, U.S. Youth Council-responsible for fundraising, grants and management of

an international exchange and seminar program for young political leaders (501-C-3 non-profit organization).

Managed $800,000 budget and supervised a staff of seven. Extensive worldwide travel.

Education:

-Juris Doctor-1995-American University-Award for Highest Grade in Real Estate Transactions and Finance

-M.S. Accounting-1985-American University

-M.B.A.-Finance-1983-American University-Financial Management National Honor Society

-B.A.-Political Science-1977-George Washington University-ODK Leadership Society Award

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