Tax Principal
CurrentAs a tax principal with CliftonLarsonAllen's Toledo office, I service clients throughout Northwest Ohio and across the Midwest.My areas of expertise include: • Federal and state tax issues affecting community banks and their shareholders including tax planning, mergers and acquisitions, changes in accounting method for tax optimization, and C Corporation vs. S Corporation analysis. Planning with respect to Bank Owned Life Insurance (BOLI), tax-exempt municipal bonds, Alternative Minimum Tax (AMT) and various tax credits, including the Low Income Housing Credit. • Tax planning for privately held businesses and their owners, including determining optimum structure, operations in foreign countries and associated international tax issues, state and local tax matters• Tax compliance and planning for individuals, including international tax issues, planning for life changes and issues affecting business ownersCliftonLarsonAllen is one of the nation's top 10 certified public accounting and consulting firms. Structured to provide clients with highly specialized industry insight, the firm delivers assurance, tax and advisory capabilities. CliftonLarsonAllen offers unprecedented emphasis on serving privately held businesses and their owners, as well as nonprofits and governmental entities. The firm has a staff of more than 3,600 professionals, operating from more than 90 offices across the country. For more information about CliftonLarsonAllen, visit www.cliftonlarsonallen.com.
