Financial Management Executive with extensive experience in financial services, specialty tax services, insurance and business process improvement industries. Engineered Tax Services is a consultative resource to CPA partners, business and real estate owners and investors across all industry types and asset sizes.Niche expertise in specialty tax services - able to qualify and quantify tax credits, incentives and rebates. Specialties include Opportunity Zones, Cost Segregation, R&D Tax Credits, Historic Tax Credits, 179-D Energy Tax Deductions Repairs & Maintenance studies among others in the new tax law. Now also helping CPA firms grow through leadership and business development services provided by industry leader, The Growth Partnership (TGP). An innovative, creative leader with a proven track record of improving bottom line P&L and cash flows.Frequent speaker at industry events, with individual and firm- wide CEU and CPE sessions on a variety of topics.
Listed skills include Business Development, Management, Mergers And Acquisitions, Financial Services, and 46 others.