With over three decades of experience in real estate appraisal — including 31 years as a senior appraiser with the IRS — I bring a deep well of knowledge in tax-related valuation issues, estate planning, charitable contributions, and casualty loss claims.
Now retired from federal service, I offer personalized consulting services to individuals, attorneys, CPAs, fiduciaries, and fellow appraisers who need guidance navigating the complex intersection of real estate and tax law. Whether you're seeking a second opinion, a report review, or insight into a specialized valuation issue, I’m here to help.
My goal is to make my experience and expertise available to those who need clear, trustworthy advice in a field where the stakes are often high — and the rules aren't always easy to interpret.
Let’s work together to find practical, professional solutions to your real estate questions.
NOTE: The information provided through ITL Real Estate Consulting is for general informational purposes only and is not intended to be legal or tax advice. Please consult with a qualified attorney or tax advisor regarding your specific situation before making any decisions based on this content or our discussions.
Passing wealth and property to the next generation isn’t just about avoiding taxes — it’s about preserving your legacy. With personal experience in family property transitions and over 30 years at the IRS assisting with Estate and Gift Tax audits, I understand both the emotional and technical sides of planning for the future.
I offer consulting services to individuals and families seeking guidance on real estate-related strategies for wealth preservation. From understanding fair market value and basis adjustments to reviewing appraisals used in estate planning, I can help you navigate the complexities with clarity and confidence.
While I don't offer legal or tax advice, I work alongside your estate planning team to ensure your property and valuation decisions support your long-term goals and comply with IRS expectations.
Whether you're preparing for the future or facing questions after the loss of a loved one, I’m here to help you make informed, responsible decisions about real estate assets. As a Senior Real Estate Specialist (SRES®) accredited by the National Association of Realtors®, I bring added insight into the unique financial and emotional considerations that come with later-life moves, estate transitions, and legacy planning.
Sometimes a second set of eyes or a bit of experienced insight can make all the difference. With decades of experience — including complex IRS-related valuation work and specialized assignments in estate, charitable contribution, casualty loss, and agricultural properties — I offer consulting and mentorship for appraisers navigating challenging reports or unfamiliar property types.
I’m especially familiar with IRS expectations and documentation standards, having spent over 30 years as a senior real estate appraiser with the agency. If you’re working on assignments that may be reviewed in a tax context — or you simply want to ensure your methodology and support are rock solid — I can help you fine-tune your approach.
Whether you're looking for feedback on report structure, comparable selection, or valuation methodology, I’m here to assist. My goal is to help you grow your confidence and strengthen the quality of your work — not to compete with you, but to support the profession we all value.
Quality matters — especially when an appraisal is being used in high-stakes situations like estate settlement, charitable contribution, litigation, or IRS reporting. I offer independent appraisal reviews designed to assess both the credibility and compliance of real estate appraisal reports.
With extensive experience reviewing complex appraisals during my 31-year career with the IRS, I understand what reviewers and regulators look for — and where common pitfalls occur. My review services are tailored for:
Whether you need a USPAP Standard 3 review or a more informal consultation on report strengths and weaknesses, I provide thoughtful, practical insights to help ensure your appraisal work stands up to scrutiny.
(559) 825-6116
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