Overview
Over 25 years of multistate tax experience including income/franchise, sales and use, tax incentives, employment tax and personal property.
Technical expertise Includes
- Legal entity structuring
- Nexus reviews and development of multistate filing and risk mitigation plans
- Assist clients; providing practical solutions to deal with multistate compliance reporting requirements including analysis of economic nexus filing obligations post Wayfair
- Research and analysis of complex multistate issues
- Extensive experience with multistate service providers, internet based companies and technology firms
- Multistate compliance including pass-through and unrelated business income tax filings
- Multistate income/franchise and sales and use tax expertise
- Assist non-profits in obtaining and retaining exempt status for sales and use tax
- Residency and individual income tax planning
Education
- Bachelor's of science in accounting, Indiana University of Pennsylvania, Indiana, Pennsylvania
- Masters in Taxation, Robert Morris University, Pittsburgh, Pennsylvania
- American Institute of Certified Public Accountants
- Certified Public Accountant, Ohio and Minnesota