BACKGROUND

After graduating with his bachelor’s degree, Rick Hoting sat for the May 1987 Uniform CPA Examination and received the Elijah Watt Sells Award for receiving one of the top 100 scores in the nation out of 65,000 candidates. In August 1987 he joined the accounting firm of Windes & McClaughry in Long Beach, California. He also joined Stacker & Associates in 2001 as of counsel.

PRESENT ACTIVITIES

At Windes & McClaughry, Rick spent his time exclusively in the Tax Department, where he supervised the annual income tax preparation for a wide range of individual clients, real estate partnerships, and related trusts and individuals. He also prepared estate tax returns and trust administration matters and consulted with other professionals in the firm regarding large corporate multi-state returns and international tax issues. As the Director of Tax Research, he also researched matters in all areas of the tax law, reviewed the research performed by others, and analyzed the tax effects of proposed transactions. Rick was also on the Editorial Board for Solutions, a quarterly newsletter published by the firm.

He became of counsel with Stacker & Associates in 2001 where he has performed trust, estate and property tax and disability appeals and related matters. Rick has assisted numerous clients with trusts, wills, and estate planning matters, and with organizing new corporations and limited liability companies.

As a CPA and attorney Rick provides tax and estate planning services for his clients. His experience includes complicated tax returns for diverse ownership groups, estate tax returns, international tax analysis and matters related to real estate investment entities.

CIVIC AND PROFESSIONAL ACTIVITIES

Rick is currently active at Bethany Lutheran Church in Long Beach where he has served as Congregation President and oversees the finances for the church, a day school with 300 students, and pre-school and extended day care programs. He is also on the board of directors for Living Way Bible Study, Inc. Rick is a member of the Orange County and American Bar Associations, the AICPA, the California Society of CPA’s, and the Attorney-CPA Society.