I’m a tax partner and leader of the firm’s family office services group. I focus on providing affluent families, family offices, and high-net-worth individuals with comprehensive planning in all areas of tax, including individual, flow-through, and wealth transfer matters. I also provide tax consulting and compliance services to privately held real estate, private equity, venture capital funds and business owners.
My clients know me for my extensive knowledge and expertise in the tax arena, including my ability to integrate tax strategies and ideas for my clients to help them achieve real financial results. With more than 20 years of experience serving family office and business owners, I provide strategic advice in matters regarding family office structure, charitable giving strategies, and other income tax planning opportunities.
I’m often asked to speak to clients, trade organizations and not-for-profit boards of directors to discuss family office operations and tax strategies around income tax planning and charitable giving. I also frequently speak to business owners who are close to selling their businesses about the formation and structure of family offices.
I have a B.S. and M.S. in accounting from the University of Kansas and an M.S. in taxation from DePaul University.
