Marc Lumer
Certified Public Accountant
Curriculum Vitae


EXPERIENCE:
2009 - Present
MD Sassi Co, Peter Friedman, Cpa’s

1973 - 2008
Owner, Marc Lumer & Company

  • Litigation support service
  • Audit, concurring partner and quality control
  • Tax compliance
  • Other tax services
  • Financial consulting

1972 - 73
Controller, City and County of San Francisco
Model City Agency
In charge of accounting and internal audit staff

1969 - 72
Senior Auditor, Coopers & Lybrand
NASD audits (broker dealers, mutual funds), local governments

EDUCATION:
B.A. Harpur College, 1966, Political Science
M.S. SUNY Binghamton, 1969, Finance

C.P.A.
California, 1972
Nevada, 2006

MEMBERSHIPS:
American Institute of CPA’s
SEC Forum on Small Business Formation
Society of California Accountants
State Society of CPA’s Litigation Committee
IRS Commissioner’s Report on Complexity & Burden
White House Conference on Small Business
Workers Tax Committee