I am really enjoying working with my father in his closely held business. I have spent 22 years before joining him to work in very large CPA practices. I have always enjoyed working with closely held companies and their owners where I could actually contribute to the success of the company. My father has finally convinced me that I should join his team.
I love tax research and planning but I also have over 20 years of experience preparing and supervising the preparation of federal and state tax returns. I will watch over that part of our practice. I have also handled many tax audits with success.
Experience
Tax Senior Manager
• Corporate and partnership taxes: federal, state and local tax matters, including such issues as buying and selling companies and executive compensation.
• Supervise staff in providing planning, analysis and preparation of corporate and individual tax returns. Clients include $10 million and more gross receipts with operations in multiple states.
• Develop tax strategies for multistate corporations, start-up companies, closely held companies, and high net worth individuals.
• Income tax controversy: audits and administrative appeals dealing with federal and state jurisdictions for middle market companies and individuals.
• Business succession planning: working with the owners of closely held businesses to allow for the most efficient transfer to the next generation of owners, whether family members, strangers or both.
• Assist with staff training and continuing updates of changes in tax law and planning opportunities for the practice.
Tax Manager
• Corporate and partnership taxes: federal, state and local tax matters, including such issues as buying and selling companies and executive compensation.
• Supervise staff in providing planning, analysis and preparation of corporate and individual tax returns. Clients include $100 million and more gross receipts with operations in multiple states.
• Develop tax strategies for multistate corporations, start-up companies, closely held companies, and high net worth individuals.
• Income tax controversy: audits and administrative appeals dealing with federal and state jurisdictions for middle market companies and individuals.
• Business succession planning: working with the owners of closely held businesses to allow for the most efficient transfer to the next generation of owners, whether family members, strangers or both.
• Liaison between managing partner of the practice and partners in the practice. Liaison between audit partners and tax services. Work with clients in the preparation of tax provisions and FIN 48 analysis.
• Coordinate training and continuing updates of changes in tax law and planning opportunities for the practice.
Tax Manager, Entrepreneurial Services Group
• Act as lead client service professional for management of the client relationship, emphasizing the tax planning and compliance process.
• Manage and develop existing and new client business, assessing client needs on a continuous basis. Coordinate client services with the audit team to ensure client requirements and expectations are met and exceeded.
• Accomplished in working with closely held businesses in sectors such as construction, software development, manufacturing and distribution and service industries.
• Designated lead for mergers and acquisitions in the Deerfield office, including preparation and review of due diligence reports, transaction planning, restructuring, and acquisitions.
• Oversee federal and state tax return preparation, including review of corporate, partnership and personal tax returns. Experience with international and multi-state operations and compliance.
• Serve as career advisor for tax professionals, responsibilities include preparation of performance evaluations, mentoring, and developing the team’s client service and technical skills.
• Assist clients with FAS 109 and FIN 48 preparation and review.
Tax Manager
• Serve as gateway for clients to a variety of specialized tax services to minimize our client’s tax burden. Act as principle client contact for tax services, planning and implementation.
• Direct complex federal, state and local tax research, formulate tax planning strategies and perform tax reviews for clients. Develop tax planning techniques to be marketed to clients.
• Oversee federal and state income tax preparation, including review of personal, partnership and corporate tax returns in multiple states.
• Assist with training and development of staff and professionals, including training new field professionals how to implement strategic tax planning for current and developing clients.
Senior Tax Associate
• Gather client information, prepare and review schedules and work papers as part of the federal and state tax compliance process
• Prepare and review C Corporation, S Corporation, partnership and LLC tax returns, estimates and extensions for financial institutions, manufacturing clients, consolidated returns and individual taxpayers
• Prepare tax research relating to federal and multi-state tax law based on client needs and circumstances
• Assist with federal and state tax audits for clients, including preparation of schedules, retrieval of documents, analysis of applicable laws and settlement offers
• Assist with the analysis of client needs relative to the implementation of specialized tax planning projects
• Prepare and review research of federal tax law, state and local income and franchise tax law, specifically concerning areas relating to compliance requirements
• Develop, test and maintain production level CORPTax (tax return preparation software) returns for C Corporations, S Corporations, Partnerships and LLCs
• Assist in the development of staff, including providing training relating to state and local taxation, the use of software and development tools
Crowe Horwath LLP, Senior Tax Manager (2016–2017)
Weltman Bernfield LLC, Manager (2013 – 2016)
FGMK LLC, Manager (2010 – 2013)
RSM McGladrey, Manager (2006 – 2009)
Accountancy Associates LLC, Manager (2002 – 2006)
Deloitte Tax (1994 -2001)
Education and Professional
Certified Public Accountant: Licensed Illinois CPA, member AICPA, Illinois CPA Society.
GRADUATE SCHOOL OF BUSINESS, SAN JOSE STATE UNIVERSITY
San Jose, CA
Master of Science in Taxation (1993)MST)
UNIVERSITY OF SOUTHERN CALIFORNIA
Los Angeles, CA
Bachelor of Arts (1991)
