Although Alan is a retired tax partner, he continues to serve domestic and international clients in the construction, manufacturing & distribution, and service industries. Known for his expertise in tackling the most complex challenges, he specializes in individual and business tax planning, financial forecasts, and projections.
Alan is a past member of the AICPA's S Corporation and Individual Technical Resource Panel and a past chairman of the Illinois Society's Personal Financial Planning Committee. In addition, he has served on numerous other committees and task forces. He has been both a designer and instructor of basic and intermediate taxation courses.
Alan has co-authored a variety of tax articles, such as "A Guide to Foreign Investment in U.S. Property," which appeared in the April 2009 issue Taxes—The Tax Magazine; "Proposed Research Tax Credit Software Regulations," which appeared in the May 2002 issue of The Internet Tax Advisor; and "The Proposed Research Tax Credit Regulations," which appeared in the May 2002 issue of Corporate Business Taxation Monthly. He has a B.S. and M.B.A. from Indiana University and served as past President of the Kelly School of Business Alumni Association Board of Directors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.