KEENAN L. POOLE, C.P.A., C.V.A.

Goldstein, Zugman, Weinstein & Poole, LLC

 

300 SOUTH PINE ISLAND ROAD., SUITE 300

PLANTATION, FLORIDA  33324

EDUCATION:

 

December 15, 1971, received from Florida State University a Bachelor of Science degree   majoring in accounting;

 

PROFESSIONAL EXPERIENCE:

 

    1972 - 1974 - Employed by Ernst and Ernst, C.P.A.'s

     Position - In-charge accountant

 

    1974 - 1976 - Employed by Internal Revenue Service

     Position - Field Agent

 

    1974 – 1977 – Part time accounting instructor – Broward Community

     College

 

    1976 - 1989 - Employed by Poole, Masters and Goldstein, P.A.

 Position - President

 

    1989 - Present - Employed by Keenan L. Poole, C.P.A., P.A. which is a

       Member of Goldstein, Zugman, Weinstein & Poole, LLC

 

PUBLISHED MATERIAL

 

        M.D. News – Asset Protection for the Medical Practice

          A CPA’s Approach and Perception

 

SERVICES RENDERED:

 

Preparation of Business Interruption Losses Reports and Business Valuation Reports (over 200 case reports).

 

Engaged as expert witness in over 150 cases relating to Business Interruption Losses and damage calculations.

 

Preparation of income tax returns:

 

          Individual

          Corporation

          Partnership

          Estate

          Fiduciary

 

Preparation of financial statements:

 

     Review

     Compilation

 

Estate Planning;

 

Personal financial planning;

 

 

SERVICES RENDERED (CONT'D)

 

 

Tax planning;

 

Financial consulting;

 

Internal Revenue Service representation;

 

Retirement plan accounting;

 

Bookkeeping and accounting services;

 

 

ORGANIZATIONAL AFFILIATIONS

 

        American Institute of Certified Public Accountants;

 

American Institute of Certified Public Accountants - Tax

        Division;

 

American Institute of Certified Public Accountants -

         Division for Management Consulting Services;

 

Florida Institute of Certified Public Accountants; (certification in

1976)

 

        National Association of Certified Valuation Analysts (certification in

        1996)

 

Attended numerous (over 150 seminar hours) of specialty business valuation courses and business interruption losses, principally sponsored by the Florida Institute of CPAs, American Institute   of CPAs, and National Association of Certified Valuation Analysts