As a leader with Plante Moran’s National Corporate Tax Accounting and Advisory (NCT) practice, and as part of the National Tax Office (NTO), I provide tax technical assistance to client engagement teams throughout the firm. My expertise includes Accounting for Income Taxes (ASC 740) and federal corporate tax issues such as consolidated groups, earnings and profits, and limitations arising from ownership changes. My clients consist of both public and private companies, including those with extensive international operations, in the manufacturing, consumer products, services, life sciences, biopharmaceuticals, technology and financial services industries.
I was attracted to a career in tax because it’s the intersection of accounting and law, bringing together the best of multiple disciplines. I enjoy the challenges of problem solving — and that’s what the field of tax is all about. Sometimes, the issue and solution are clear. Other times, they’re less obvious, which requires me to strategize to find the solution. In addition to enjoying the finer points of tax law, I appreciate the opportunities to develop other tax and accounting professionals and see their passions for the job grow.
With 30 years of professional experience, I’ve presented on ASC 740 and various tax topics for the MICPA and the Tax Executives Institute (TEI). I belong to the MICPA (chair, Federal Tax Task Force), the American Institute of Certified Public Accountants, and the American Bar Association. I’ve also taught accounting and tax courses as an adjunct professor at Walsh College.
I received my B.B.A. in management from Adelphi University, my J.D. from Duke University, and LL.M. in tax from New York University. I’m a board member and an officer of Hands On Tzedakah, a member of the finance committee of Jewish Family Service of Metro Detroit, and a commissioner and executive committee member of BBYO Michigan Region. I’m also a former board member of Tamarack Camps (previous treasurer and audit committee chair), the Jewish Federation of Detroit, Detroit Metropolitan Youth Symphony, and the Detroit Symphony Orchestra.
When I’m not helping clients, I enjoy skiing, golfing, watching college basketball and other sports, traveling, and playing piano.
