AEI is a sponsor of debt-free real estate investment Funds for the ownership of single tenant, net leased, commercial property. Founded in 1970, AEI brings more than 40 years of professional expertise to the management of its commercial real estate Funds. AEI also sponsors Delaware Statutory Trust offerings for accredited investors wishing to purchase beneficial interests directly and/or to complete an IRS Section 1031 tax-deferred property exchange. AEI Securities, Inc., a member of FINRA and SIPC, acts as the Dealer-Manager of AEI real estate investment Funds. AEI Capital Corporation and AEI Fund Management, Inc. are affiliates of AEI Securities, Inc. Securities are offered to accredited investors by FINRA member firms participating in the selling group for any particular AEI Fund offering.

• Managed monthly taxable income calculations and investor allocation computations while demonstrating the ability to coordinate with Fund Accounting and utilize monthly audit support detail.• Developed strong working relationships with our Tax and Audit Services providers to ensure the ability to meet aggressive timelines on delivery of federal K-1’s and PFIC statements.• Managed implementation of data acquisition needed to meet ever growing regulatory reporting requirements, including gathering data for the required FATCA and Chapter 3 withholding and reporting.• Coordinated with Investor Relations, Investor Accounting, Tax Compliance, and Tax Information Reporting to ensure proper treatment of each investor for FATCA and Chapter 3 withholding and reporting.• Reviewed fund structuring for hedge fund and private equity investment vehicles to provide global tax efficiencies for both the funds and related investors.• Assessed whether an entity-level income tax accrual was required based on the entity’s domicile, its investment activity, or the activity of its investment manager.• Reviewed deal and country specific summaries to determine applicability of local country taxation.

• Managed three large tax compliance engagements while supervising over 20 staff. Each engagement exceeding over 2,500 client service hours. Includes management of cross functional federal, international, and state team members.• Reviewed federal, international, and state tax returns for investment partnerships, including federal forms 1065, 5471, 8865, 8858, and 8621’s.• Reviewed investor reporting including federal and state K-1’s, quarterly investor NAV statements, and investor PFIC statements.• Reviewed legislative and industry updates to confirm each engagement is following federal, international, and state compliance filing requirements.• Restructured multiple engagements to improve gross margin and overall profitability through better implementation of Allocation, K-1, and Asset Management Taxable Income software packages.• Developed tax savings strategies for clients by examining and evaluating client prepared financial statements and trial balances.• Coordinated information requests and all field work with clients. Analyzed and billed time for each engagement.• Conducted quality assurance review on each engagement to verify that internal controls and procedures were being followed.• Recruited, supervised, and trained new staff accountants. Delegated assignments, and evaluated staff performance.

• Oversaw and controlled all financial functions of this family-owned company whose divisions included turkey farms and a feed mill with annual sales of $5 million.• Directly responsible for monthly closing of books, account reconciliation, and journal entry adjustments.• Developed monthly, quarterly, and annual reports summarizing and forecasting company activities and financial position.• Prepared financial statements, processed payroll, and filed monthly sales tax.• Analyzed business trends and daily operating costs.• Monitored spending versus return, and initiated cost containment controls.