Tax Shareholder
CurrentI serve as an advisor to corporate executives, high net worth families, and closely-held businesses and their owners. I assist clients with their income, estate and gift taxation planning, and compliance matters. I work with executives, business owners and high net worth families with various aspects of financial planning, ranging from comprehensive plans to modular financial plans. Modular financial planning has included many areas, including tax planning, retirement planning, stock option planning, education planning, and wealth transfer planning.I am a senior member of Clark Schaefer Hackett's Executive Assignment Group, where we specialize in providing tax and financial planning services to executives of publicly-traded and privately-held companies.Clark Schaefer Hackett is a leading regional accounting and business advisory firm with over 300 shareholders, principals, managers and staff providing assurance, tax and consulting services to many of the area’s top businesses, organizations and individuals in a variety of industries.
