Director in Freed Maxick’s Assurance and Advisory Practice specializing in the Not-For-Profit, Employee Benefit Plan, and Real Estate practice areas.NON-PROFIT INDUSTRY EXPERIENCEExtensive experience includes audits in accordance with Government Auditing Standards and Uniform Guidance, audits of States, local governments, not-for-profit organizations and employee benefit plan audits. Lead director related to the Firm’s membership with the AICPA Governmental Audit Quality Center and the AICPA Employee Benefit Plan Audit Quality Center. I am responsible for the overall planning, organization, supervision, and completion of audit engagements in these focus areas.REAL ESTATE INDUSTRY EXPERIENCELeads the Firm’s Real Estate Practice and is responsible for the overall planning, organization, supervision, and completion of client engagements. Manages engagement teams which provide accounting, auditing and consulting services to clients. I am also involved with the Firm’s staff training programs and have conducted training on audit methodology and software applications. Real estate experience includes audit, attestation, and consulting services related to:• Commercial and residential real estate• Multi-family housing• Public housing authorities• Various tax credit projects• Real estate associations and multiple listing servicesEMPLOYEE BENEFIT PLAN AUDIT SERVICE EXPERIENCEResponsible for the audits of numerous employee benefit plans, including defined contribution plans, defined benefit plans, health & welfare plans and 11-K filings. My other responsibilities include overseeing compliance testing with the plan document, IRS and DOL regulations, and examination of the plan's operations including recommendations for improvement. I have assisted clients in ERISA and IRS reviews and has consulted on employee benefit plan administration issues, including plan mergers, plan terminations, and corrective implementation for employee benefit plans.

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