Jose L. Sanchez
I am an attorney-CPA practicing as a Certified Public Accountant at Lake Kennedy McCulloch, CPAs, PS in Friday Harbor on San Juan Island, WA. I advise businesses and individuals on financial and tax matters. I specialize in helping individuals enhance the protection, growth, and spendability of their wealth. I do this by educating and empowering clients to become financially organized and make sound, holistic financial decisions.
I am also a senior faculty member of Keller Graduate School of Management (www.devry.edu/keller) where I teach accounting and business law courses. I volunteer my time in support of the Washington Society of CPAs' (www.wscpa.org) Financial Literacy Campaign and the American Immigration Lawyers Association's (www.aila.org) Citizenship Day Initiative. I serve on the board of directors of the Sammamish Valley chapter of the Washington Society of CPAs; the Taxation and Personal Financial Planning Committees of the Washington Society of CPAs; and, previously, the Continuing Legal Education Committee of the Washington State Bar Association.
I enjoy exploring the Olympic Penninsula and the San Juan Islands. I am particulary drawn to the temperate rain forests, rivers, and marine life of the region.
Admissions and Licenses Certified Public Accountant (WA)
Washington State Courts
United States District Court for the Western District of Washington
United States Patent and Trademark Office
FINRA Series 7, 66
Washington Life and Disability Producer
Other Credentials
Personal Financial Specialist (PFS)**
Education
Juris Doctor, Loyola Law School, Loyola Marymount University
Los Angeles, CA (www.lls.edu)
Post-graduate coursework in financial planning, The American College
Bryn Mawr, PA
Post-graduate coursework in accounting and business administration, California State University, Fullerton
Fullerton, CA
Bachelor of Science (Biology), Regents College, The University of the State of New York (now known as Excelsior College)
Albany, New York
Publications and Presentations
Patent Basics for Accountants, WashingtonCPA, January/February 2008, pp 18-20
Tax and Accounting Aspects of Running a Law Practice, AMERICAN BAR ASSOCIATION National Conference For The Minority Lawyer, June 23, 2005
**Credential awarded by the American Institute of Certified Public Accountants. (http://pfp.aicpa.org/Memberships/Personal+Financial+Specialist.htm). Please see What_is_a_PFS.pdf.
Jose Luis Sanchez, JD, CPA/PFS
Lake Kennedy McCulloch CPAs, PS 425 Caines Street, Ste. A
Friday Harbor, WA 98250