Education:

• B.S. (Accounting), University of California, Berkeley
• M.B.A. (Accounting), University of California, Berkeley
• M.S. (Taxation), Golden Gate University, San Francisco

Experience:

Carl Steffen joined WSRP in January 2003, and is currently a Valuation Director.  Carl specializes in business valuations associated with the purchase/sale of a business, mergers or acquisitions, estate and gift taxes, Employee Stock Ownership Plans (ESOPs), and litigation support.  His past experience includes providing tax compliance, planning, and research (federal/multi-state/foreign) for individuals and businesses.

He was honored as Outstanding Member of the NACVA in 2001.  He is a former President of the Utah State Chapter of the NACVA and is a former member of its Valuation Credentialing Board.  Carl was the first Chair of the NACVA Standards Board, and he currently is a member of this Board, as well as a member of other professional organizations.  He has made numerous presentations on business valuation before professional organizations.

Professional Affiliations:

• Member, AICPA
• Member, ASA
• Member, NACVA (Honored Outstanding Member in 2001)
• Member, UACPA

Licenses:

• Licensed CPA, Utah and California
• Accredited in Business Valuation (ABV), AICPA
• Certified Valuation Analyst (CVA), NACVA
• Accredited Senior Appraiser (ASA), ASA
• Certified Business Appraiser (CBA), IBA
• Accredited in Business Appraisal Review (ABAR), IBA
• Certified in Financial Forensics (CFF), AICPA