I have extensive experience serving internationally active manufacturing companies with operations in the United States, Europe, China, South America, and Mexico. I also have significant experience working with non-U.S. parent company-owned U.S. subsidiaries, including Japanese, German, French, and Swedish-owned subsidiaries. I am known for his deep technical expertise, and I helps clients tackle the top issues that impact profitability, including shrinking margins, global competition, supply chain and operational performance gaps, and mergers and acquisitions.
In addition, I am known for dealing with some of the most technical employee benefit plans in Chicago and across the firm. I deal on complex employee benefit plans and have more than 15 years of experience performing and managing benefit plan audit and related tax engagements for defined benefit plan, defined contribution plan, and health and welfare/VEBA plans, including 11-K and multi-employer engagements.
My current client base includes benefit plans as large as $12 billion in assets and approximately 100,000 participants. I have a broad range of experience dealing with benefit plan tax compliance matters, including preparation and review of Forms 990, 990-T, 1041, and 5500. I am one of the firm's experts in the Taft-Hartley area.
I speak regularly on benefit plan reporting and disclosure matters, including speaking at firm-wide trainings, state-level association of Certified Public Accounting training sessions, and the National Conference of the International Foundation of Employee Benefit Plans. In the past 12 months, I have presented on Form 990, 5500 and related compliance matters, investment valuation, and security lending matters to Trustees, other CPAs, and Taft-Hartley professionals.
