The Specialty Tax Service group collaborates with clients and their tax professionals to identify credits and incentives that reduce tax liabilities and increase profitability. Key strategies include:- Cost Segregation Studies {commercial real estate owners/users}- 179D Energy Efficient Commercial Building Deduction {owners, commercial builders, architecture firms, engineering firms}- 45L Energy Efficient Home Credit {residential builders and developers}- Research & Development Tax Credits {technology, manufacturers, heavy industry, healthcare}- Comprehensive Fixed Asset Review {public and private companies}- Carbon credits

I work with startups and small to mid sized businesses who are ready to grow, but don't quite know how to get there.

Specialty Tax Consulting and Advisory

As the first employee of this blockchain payments startup, I worked directly with CEO and CTO/COO on vision, market strategy, communication and execution. Key deliverables include: - Researched, created and delivered comprehensive business use cases rooted in competitive market analysis and strategic market demand. - Created and implemented processes across the finance and sales teams to streamline and improve operations including KYC/AML Compliance, Customer On-Boarding, CRM Integration, Reporting, Investor Relations, and Internal Financial Controls. - Raised $3.8M to fund initial tech stack, protocol development, regulatory compliance, and research. - Established and negotiated key partnerships in the token and payments ecosystem.

W Squared’s outsourced solutions include technology managed services, finance and accounting, human resources and payroll, and procurement. Firm purchased by LBMC in 2017.

Spire delivers an innovative SAAS social media platform that harnesses social dynamics to improve employee retention, lower healthcare costs, and enhance overall corporate culture.

Executed new market penetration and national network expansion of urgent care clinics through denovo development, existing clinic acquisitions, and provider joint ventures.• Successfully grew the company clinic footprint from 30 clinics in Florida to 54 clinics in 4 additional states (TN, MO, KS, and TX) within 12 months.• Managed integration of new clinics with cross-functional team (operations, clinical, finance, HR)

Provide commercial real estate brokerage/advisory services to local and national companies.

Provide commercial real estate brokerage/advisory services to local and national companies.

Managed multi-state investigational drug study sites and performed on-site quality reviews of research data.

Managed multi-state investigational drug study sites and performed on-site quality reviews of research data.