I have over 16 years of experience in the tax practice. As a member of the Commercial practice, I focus on corporate tax planning and compliance for emerging, closely-held, and middle-market companies. My primary practice areas include federal and state tax compliance, ASC 740, entity structuring, state and local tax planning, and international tax planning. I have advised businesses and their owners on various tax and commercial matters, including:- Navigating the impact of tax reforms (TCJA)- Intellectual property planning- International tax planning and consultation- US PFIC and CFC taxation- Equity compensation- Tax credits, including research and experimentation tax credits- Mergers and acquisitions planning and consultation- Entity structuringI also have a significant amount of experience in the Private Client Services practice providing tax compliance and consulting services to individuals, family groups, and owners of closely held companies. My focus is on helping high net worth individuals and their families preserve wealth through strategic income and estate tax planning.
Listed skills include Tax, Accounting, Corporate Tax, Tax Accounting, and 6 others.