Reserve Study Authority Helping ★ HOA/Condo Associations ★ Achieve Financial Success with Reasonable Reserve Funding Helping HOAs create beautiful, happy neighborhoods and manage their reserve fund requirements and maintenance needs with ease. ✦WE WROTE THE DEFINITIVE RESERVE STUDY BOOK CAI Author of the Year: My experience prompted me to write the first comprehensive manual, “The Reserve Study Manual,” the technical guide relied upon by thousands of CPA firms. Things change so we update it every so often. ✦WE WROTE THE DEFINITIVE SOFTWARE Facilities 7 Reserve Study and Facilities Management Software: To make things easier for us all, I designed this this web-based software that allows you to track your facility’s reserve expenditures and maintenance activities. It’s included with every reserve study we produce. ✦EXTENSIVE EXPERIENCE Worked in the community association industry since 1976. Providing reserve study management plans since 1982 ✦MY UNIQUE EXPERIENCE ►Firm foundation with extensive experience in providing Reserve Studies for a variety of types of associations such as Homeowners, Condominiums, and Time Shares. ►CPA specializing in audits and taxation of homeowners and timeshare associations, and tax exemption applications for homeowners associations - applications approved, for cumulative tax savings to associations of more than $20 million. ►CAI national president 1998-1999 ►5 years on CAI Board of Trustees ►Technical consultant to more than 500 CPA firms nationwide. When they need advice, I get the call. ►Founding member of the International Capital Budgeting Institute ►CAI Author of the Year 1990 ►CAI Distinguished Service Award ►CACM Excellence in Service Award ►Author of uncounted articles and posts on the how-to of association reserves ✦ WHAT’S NEW Founding member of the upcoming Reserve Study Institute, training and certifying the reserve study specialists of tomorrow.