Patrick J. Dugas MBA, CPA, CVA

EXPERIENCE SUMMARY

Patrick J. Dugas, MBA, CPA, CVA has more than 29 years of experience in the areas of accounting, taxation, business valuation and litigation consulting.   Mr. Dugas has valued businesses in a broad range of industries for purposes of estate and gift taxation, partner and shareholder disputes, business interruption, breach of contract, buy/sell agreements, fraud and embezzlement matters.  In addition, Mr. Dugas is called upon regularly to serve as an expert witness in court, having qualified as an expert in more than 100 matters.

Mr. Dugas is actively involved in the practice of tax consulting.  His consulting areas include estate and gift taxation, corporate, individual and fiduciary taxation, representation before the Internal Revenue Service and the Florida Department of Revenue.

Mr. Dugas is actively involved in the development and presentation of continuing professional educational programs. He is a member Training Development Team of the National Association of Certified Valuation Analysts (NACVA). As a core instructor in NACVA's national business valuation curriculum, he regularly teaches the courses entitled,  “Being Effective in Expert Testimony” and “Being Effective in Litigation Consulting.” Mr. Dugas has served on the undergraduate faculty of Lamar University in Beaumont, Texas.  Mr. Dugas currently presents seminars on “Starting a Small Business” and “Running a Small Business” at Florida Southern College in Lakeland Florida.

PROFESSIONAL PRACTICE

Patrick J. Dugas, CPA, P.A.

Winter Haven, FL

Member:  Voir Dire Partners, LLC

EDUCATION

            MBA, Lamar University, Texas – 1970           

            BBA, Lamar University, Texas – 1968

PROFESSIONAL LICENSE

          Certified Public Accountant – Florida – 1974

CREDENTIAL IN BUSINESS VALUATION

            Certified Valuation Analyst (CVA)

            National Association of Certified Valuation Analysts (NACVA)

VALUATION AND LITIGATION PRACTICE AREAS

          Estate and gift taxation

Divorce

Partner and shareholder disputes

Breach of contract

Buy-sell agreements

Professional negligence

Fraud and embezzlement

TAX PRACTICE AREAS

          Corporate, partnership and individual tax planning and compliance

          Limited liability companies

Family limited partnerships

         Estate and gift tax planning and compliance

         Pension and profit sharing plans

         Representation of taxpayers before taxing authorities

PROFESSIONAL ORGANIZATION MEMBERSHIPS

            American Institute of Certified Public Accountants (AICPA)

            Florida Institute of Certified Public Accountants (FICPA)

            National Association of Certified Valuation Analysts (NACVA)

            Institute of Business Appraisers (IBA)

CHARITABLE ORGANIZATIONS

Mr. Dugas has served on the advisory boards of several local charities.

In addition, he has served as treasurer of the local Meals on Wheels

organization for the most recent three years.