Overview
Tax planning and compliance for cooperatives and the agribusiness industry (grain, dairy, nut, fruit). Focus on federal and state strategic tax planning, ASC740 calculations, maximizing cooperative and member benefits, and representation before the IRS and other state taxing authorities. Assists clients understanding the Affordable Care Act and how it impacts their business. Speaker at various local and national organizations on technical tax topics such as the principles of cooperative taxation, tax planning, the Affordable Care Act, and various state tax matters.
Education
University of Wisconsin - Oshkosh, BBA Accounting and Finance
University of Wisconsin - Milwaukee, Masters of Science Taxation
In the community
National Society of Accountants for Cooperatives - National Tax Committee Chair, Writer for the Cooperative Accountant
National Society of Accountants for Cooperatives, Great Lakes Chapter - President and Board of Directors
National Council of Farmer Cooperatives LTA committee
Donate Life Ambassador - Versiti Organ and Tissue Donation
AICPA/WICPA
Volunteer - Junior Achievement of Wisconsin
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