* International tax research.* Preparation of individual, trust and gift returns.* Tax controversy.

* Tax Controversy* Trusts and Estates, including return preparation* Tax Research

Corporate law including M&A and formation; advanced estate and tax planning.

Tax preparation including individual, corporate, and pass-through taxation.

• Prepared and consulted on high net worth (over $1 million income) individual income tax returns, gaining experience in issues such as fiduciary and partnership pass-throughs, home sales, Schedule H issues, contribution substantiation, gift tax returns, capital gain and loss carry-overs, etc.• Represented clients in tax controversy and Offer In Compromise, saving tens of thousands of dollars in taxes, fines, penalties, and interest.• Reviewed financial information and statements in order to assess completeness, accuracy, classification of activities, and compliance.• Reviewed corporate and flow-through (partnership, S corp., and LLC) returns.• Audited source financial data before it was incorporated into published financial statements, preventing the need for restatements.• Represented clients in civil litigation, including small claims and family matters, resulting in favorable outcomes.• Advised clients on the viability of different legal claims and defenses, resulting in cost savings as well as increased settlement amounts.

• Discovered, researched, and implemented a tax position on a complicated real estate transaction, saving $7 million.• Developed strategy to utilize a liquidated subsidiary’s SRLY NOL on the parent’s return, saving $5.5 million.• Managed a legal dispute regarding the state tax liabilities of an acquired subsidiary, saving the company over $2 million. • Analyzed and applied tax research to create tax saving strategies. For example, I analyzed a subsidiary’s organizational expense account related to its acquisition by the parent company, resulting in a $450,000 tax deduction.• Became an expert in state taxation including nexus, unitary filings, filing requirements, and apportionment.• Primarily responsible for the parent company’s provision and federal and state tax compliance, resulting in an increase in tax saving strategies as well as the development of the most effective analytical tools yet for management to use.• Extensive experience in analyzing and applying ASC 740 (FAS 109, FIN 48) and presenting to senior management.• Assisted in entity structuring and conversions (e.g. strategically converting a C corp. into an LLC).• Reviewed and prepared federal and state consolidations, sub-consolidations, and separate company returns for the parent company and over twenty subsidiaries, including C corporations, partnerships, LLCs, and life and health insurance corporations.• Designed and created an Excel provision shell for the parent company’s current and deferred tax liability. This shell not only saved thousands of dollars by not requiring paid software, but also saved dozens of hours via automation. • Back-up administrator for our tax software system, experienced at coordinating with internal and external IT professionals to fix system problems.• Led and designed Sarbanes-Oxley testing. Recommended and implemented quality and productivity improvements resulting in increased efficiency and productivity.

• Prepared C-corp., S-corp., LLC and partnership federal, state, and consolidated returns.• Prepared gift, individual, trust, and estate federal and state returns.