As a leader with the firm’s tax solutions group, I assist both closely held and public clients with specialty tax services. My extensive experience includes engineering-based cost segregation studies, research and development tax credits, 382 studies, transaction cost studies, stock basis studies, and 280G analyses. Many of my clients are in the real estate, manufacturing, and technology industries.
I often speak at industry conferences on tax-related issues. Recently, I spoke at the Software Colorado conference on tax reform and at the Financial Executives International conference on the top tax-planning ideas.
Within my community, I’m the finance committee chair, and I’m on the executive committee of Colorado’s I Have a Dream Foundation. I’m also a former board chair of the Colorado Family Resource Center Association. I belong to the AICPA and the Colorado Society of CPAs. I received a B.S. in accounting and a B.S. in finance from the University of Colorado.
Most of my free time is spent hanging out with my kids, golfing, and cheering for Colorado sports teams.
