Director of Tax Services

Education
Bachelor of Arts in Management Sciences, 1971, Duke University, Durham, NC.

Professional Experience
Doug has extensive experience in providing tax, estate planning, merger and acquisition, and business valuation services to individuals and businesses. He has represented clients in dealings with the Internal Revenue Service, Kentucky Revenue Cabinet, and other state and local tax authorities. He has taught numerous tax and estate planning courses, written numerous articles mainly on equine industry topics, and has made numerous presentations on a variety of topics relating to his practice areas.

Professional Activities
Accredited in Business Valuation by the AICPA
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Thoroughbred Owners and Breeders Association
American Horse Council
Lexington Estate Planning Council, Past President
Churchill Tax-Free Fund of Kentucky, Trent Equity Fund, and Churchill Cash Reserves Trust
     registered investment companies, Past Trustee

Community Involvement
Bluegrass Conservancy, Board Member, Executive Committee, and Chair of Finance
     Investment Committee
Bluegrass Community Foundation, Past Board Member
Centenary United Methodist Church, Member, Chair of Church Council, and Past Finance
     Committee Chair
Commerce Lexington, Past Treasurer and Board Member
Lexington Hearing and Speech Center, Past Chair of the Board of Directors
Opera House Fund, Treasurer and Board Member
Saint Joseph Healthcare, Past Chair of Finance Committee and Board Member
Tubby Smith Foundation, Treasurer and Board Member
Worldwide Hearts and Hands, Board Member
Triangle Foundation, Board and Executive Committee Member