Managing Director
CurrentTax consulting and compliance services for closely-held business (including real estate construction/leasing/management, automobile dealership, manufacturing, professional service law firm/medical practice, and high tech) and ownership groups. Experienced with federal and state income tax, estate tax and sales tax planning opportunities including methods of accounting, cost segregation studies, research and development studies, and other planning considerations.Hold CFP designation and advise cleints with regard to short and long-term investment options (college funding, retirement planning, etc.).