I assist my clients with innovative tax planning and transaction work, including entity structuring, partnership roll-ups, mergers and acquisitions, special allocations, 1031 exchanges, and distressed debt restructuring. Many of my clients are REITs, real estate developers, income property owners, private equity funds, and natural food and beverage companies. My work centers on flow-through entities with a focus on partnerships with complex equity structures.
Clients appreciate that I’m responsive and persistent in discovering ways to achieve their tax objectives. I was attracted to public accounting because I like solving problems and helping people develop and grow in their careers.
I received my B.A. in accounting from the University of Colorado. I belong to the AICPA and the Colorado Society of CPAs.
I spend most of my time with my wife and our two daughters. My favorite activity is family pizza and movie night.