Shareholder
CurrentMore than 25 years of public accounting experience, which includes more than 20 years in tax services for a large regional certified public accounting firm based in Western Pennsylvania. Significant experience with investment companies and provides a broad variety of services to a multitude of financial services clients that operate on local, regional, national and international levels. Extensive experience with a full range of tax and business consulting services including the following: Tax planning and compliance Establishing or revising organizational structure Tax implications of mergers, acquisitions and dispositions Reorganizations under partnership and S Corporation statutes State and local tax issues, including sales and use Multi-state planning, including nexus determination Business and individual tax planning and consulting Business succession and estate planning
