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Bachelor of Arts, Claremont McKenna College, May 1979
Master's Degree, Claremont Graduate University, May 1982
Master's Degree in Taxation, Golden Gate University, June 2000

Certified Public Accountant, 1984
Member, American Institute of Certified Public Accountants, 1984
Member, California Soeiety of Certified Public Accountants, 1984
Principal, Morton Alan Haas & Co., 1988

Professional Activities:
Member, Escrow Law Advisory Committee, Department of Corporations, 1988-96, 1998-00
Member, Escrow Institute of California
Member, California Escrow Association
Frequent speaker at California Escrow Association seminars and conferences
Frequent speaker at Nor-Cal escrow conference
AICPA Technical Standards Subcommittee, 1997-00
California Board of AccOlUltancy Report Quality Monitoring Committee, 2000-2004
California Board of AccOlUltancy Qualifications Committee, 2007-2013
CAMICO, Claims Committee, 2000-02
CAMICO, Investment Committee, 1998-00
CAMICO, Underwriting Committee, 1996-98
Chairman, San Fernando Valley CPA Discussion Group, 1990-91
Program Chair, San Fernando Valley Estate Planning Council, 1991-92
Treasurer, San Fernando Valley Estate Planning Council, 1992-95
Member, San Fernando Valley Estate Planning Council, 2013-
Member, Glendale Estate Plalming Council, 1998-
Member, Board of Directors, Los Angeles Police Museum 2011 -

The emphasis of the firm has been and continues to be providing auditing, accounting, tax, and
management services to independent escrow companies licensed by the State of California Department of Corporations. The firm has been working with the independent escrow industry dating back to 1949.

Contact Us

ADDRESS1000 Q Street Suite 205, Sacramento CA 95811-6518

PHONE NO 916-446-5165
FAX NO 916-443-6719
EMAIL [email protected]