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1190 West Sunset Drive Redlands, CA 92373
Walloch & Associates services include: Income Tax Planning, Estate Planning, Expert Witness and Litigation Support, Representation in IRS Audits, Second Opinion Service, and Teaching Services.
President and Chief Executive Officer - Walloch & Associates, CPAs, Redlands, California Certified Public Accountant - 42 years
Formerly employed by the Internal Revenue Service Special Expert Witness Assignment – Congress of the United States Expert Witness before the United States Congress House Ways and Means Committee including Congressmen Rahm Emanuel and Paul Ryan on the Alternative Minimum Tax – Official Representative of the American Institute of CPAs in 2007.
Special Recognition – CPA Magazine Named one of “50 Top Tax Professionals in America” – CPA Magazine, April/May 2008.
Special Teaching Assignment – People's Republic of China Visiting Professor - Xiamen University, People's Republic of China – “U.S. Taxation," "The USA CPA Perspective" and "Managing a CPA Practice" – May, 1999
Special Recognition – Exemplary Public Service and Excellence in Education AICPA Public Service Award for Exemplary Public Service Taxation & Financial Literacy AICPA Award 2011
Sidney Kess Award for Excellence in Continuing Education Professional Activities AICPA Tax Division Chairperson – Individual Income Tax Resource Panel 2007-2008
AICPA's Tax Division - Estate Planning and Special Entities and Industries Subcommittees Co-Chairman - Inland Empire Estate Planning Seminar - 1994 through 2010
National Board and Membership Chair - National Association of Estate Planning Councils Chairman – Tax Committee – Associated Accounting Firms International (AAFI) & Associated Regional Accounting Firms (ARAF) President - Estate Planning Council of San Bernardino County - 1984-1985
Expert Witness and Litigation Support Expert Witness Criminal and Civil Tax and Accounting matters including Contractor Accounting, Corporate Taxation, S Corporations, Estate Taxes, Excise Taxes, Governmental Accounting, Individual Taxation, Alternative Minimum Tax, Net Operating Losses, Partnership Accounting and Taxation, Property Taxation, Tax Aspects of Divorce, Taxation of Agricultural Cooperatives, Tax Shelters, Tax Aspects of Personal Injury, Wrongful Termination Damages, Fiduciary Taxation and Accounting, California Taxation, CPA Practice Sales Service as a Court Referee and as an Estate Executor Qualified as an Expert Witness in Los Angeles, Orange, Napa, Riverside, San Bernardino and San Diego County Courts, California and Maricopa County, Phoenix Arizona.
Teaching, Speaking Engagements and Other Professor of Advanced Financial Accounting and Advanced Taxation
University of California, Riverside – Anderson Graduate School of Management Professor of Advanced Financial Accounting & Taxation
University of Redlands - Individual, Corporate & Partnership Taxation, Estate & Gift Tax Planning, Advanced Financial Accounting, Governmental Accounting.
Intermediate Accounting & Financial Accounting Tax speaker throughout California, the United States including 31 states & 7 countries internationally including The Peoples Republic of China
Western CPE/University of Montana – Business Tax Update and Federal Income Tax Update AICPA's
Kess Corporate Income Tax Workshop and Individual Income Tax Workshop
Instructor & Video Panelist AICPA’s - Speaker - Conference on Tax Strategies for High-Income Individuals – Topics: Alternative Minimum Tax, Net Operating Losses & State Income Tax AICPA's - All-Star National Tax Review, Effective Estate Planning, Annual Tax Update, IRS Examination Techniques & 1040 Tax Clinic
Instructor California Society of CPA's - Instructor for Estate Tax and Income Tax Courses Tax Instructor – Federal Tax Institute, National Tax Institute, Professional Education Systems Inc AICPA’s Tax Certificate of Educational Achievement Program - Tax Planning for Closely Held Businesses, Accounting Periods & Methods, C Corporations & Multiple Entities, C Corporations Mergers & Acquisitions Society of California Accountants - Tax speaker & Video Panelist - New Tax Developments
Appearances on radio, television and videos on tax, accounting & financial matters.
Graduation with Honors Master of Business Taxation - January, 1978,
University of Southern California Master of Business Administration - January, 1968.
California State University - Fullerton Bachelor of Science, Major in Accountancy - June, 1966.
Cal Poly University, Pomona Research Grant Awarded University of Redlands Hewlett Research Grant to Study Implementation Of Year 2000
Accounting Curriculum Project Recommendations Publications and Related Matters Author
Hundreds of Tax Articles for publications including: “AICPA Tax Adviser”, “Tax Hotline”, “Tax Digest”, “Investment News” and “Journal of Accountancy” Quoted as a Tax Authority in USA Today, CNN Money Magazine and Investment News Co-Author – Western CPE Federal Tax Update Co-Author – AICPA AMT Congressional Testimony – Alternative Minimum Tax March, 2007
Author – AICPA Video Course – AMT – Strategies to Escape Its Reach Author – CCH and AICPA Webcasts – AMT – Strategies to Escape Its Reach Contributing Tax Analyst - CCH – Working Families Tax Relief Act of 2004 – Explanation & Analysis – Alternative Minimum Tax Tax Simplification Proposals - 1990
Congressional Report on Tax Simplification Editorial Advisory Boards - AICPA Personal Financial Planning Section - “Planner” Publication & Harcourt-Brace Professional Publishing - Tax Return Preparers Newsletter Tax Consultant-State and Local Governments State of California Franchise Tax Board – Taxation of Agricultural Cooperatives City of San Bernardino - Empowerment Zone Qualification.
Tax Benefits Personal and Community Affairs Actor
Community Theatre Plays include "A Few Good Men", "Equus", “Harvey”, "A Thousand Clowns", "The Rainmaker", “Laura”, & “Love, Sex and the IRS". Awarded Best Supporting Actor - Inland Theatre League Award.
Board of Trustees United Methodist Church of Redlands and Chair - Missions Committee Board Member, Grove High School – A Charter High School Distinguished President - Redlands Noon Kiwanis Club Board Member, Boys and Girls Club of Redlands Board Member, San Bernardino Valley College and Crafton Hills College Foundations Board Member, Goodwill Industries Planned Giving Advisory Board Vice President and Treasurer - Redlands Fourth of July Committee, Inc.
Volunteer, Inland Harvest, Redlands – Collected and delivered over 13 tons of food CPA Coordinator - IRS Volunteer Income Tax Assistance (VITA) Program Redlands Planned Giving Advisory Board Member - University of California, Riverside
Father of Two Sons - Jeff, an information professional and photographer Greg, a professional actor in Los Angeles.
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