Overview
Brian has 10 years of experience providing tax research, planning, and compliance services for clients in the real estate industry. His clients include multi-family developers and operators, commercial real estate companies, and land developers.
Brian focuses on providing tax planning, consulting, and compliance services to our real estate clients throughout all stages of the real estate life cycle – from structuring and acquisition to disposition and succession planning, and anywhere in between.
Technical experience
- Tax planning, research, and compliance
- Individual, corporate, and partnership tax returns
- 1031 like-kind structure and planning
- Depreciation strategies, cost segregation, and repair studies
- Represent clients before IRS and state taxing authorities
Education
- Master of public administration in accountancy from University of Wisconsin—Whitewater
- Bachelor of business administration in accounting from University of Wisconsin—Whitewater
- Certified Public Accountant in the state of Wisconsin
In the community
- American Institute of Certified Public Accountants
- Wisconsin Institute of Certified Public Accountants
- Commercial Association of Realtors Wisconsin (CARW)