Overview
• 15 years of experience providing compliance and consulting services to professional service firms, architecture/engineering firms, general contractors, speciality trades, and real estate entities
• Additional industry experience in manufacturing and food/beverage
• Actively assists with federal and state income tax examinations
• Assists clients with tax planning services, including organizational structure, estate/gifting strategies, and business tax efficiencies
• Significant recent experience helping clients navigate transitions to fully and partially ESOP owned structures, including consulting with the bank and valuation advisors.
Education
• Master of taxation, DePaul University
• Bachelor of Science, accounting, Illinois Wesleyan University
In the community
• Current member of Construction Finance Management Association (CFMA)
• Past board member of CFMA
• American Institute of Certified Public Accountants
• Illinois CPA Society