As the leader of the state and local tax controversy practice, I advise clients on a wide variety of multistate tax issues, including income and franchise, sales and use, property, business activity, and municipal income taxes. I serve clients of all sizes with a specialization in the service, technology, and healthcare industries. I also serve numerous exempt organization clients with state and local tax matters.
I was attracted to this career because of the ability to learn and grow on a daily basis. I pursued the state and local tax practice for the opportunity to navigate difficult case law and statutes in which a conclusion can change based on the smallest fact. Almost 20 years later, I pride myself on my ability to take a practical approach to addressing complex situations.
I’m a member of the Ohio State Bar Association and the Ohio Society of CPAs. I currently serve as chair of the municipal income tax subcommittee for the Ohio State Bar Association. In addition, I serve as chair of the state and local tax committee for the Ohio Society of CPAs. I’m also the chair of the board of directors for the Knox County Area Development Foundation.
I’m often asked to speak to professional organizations, such as the Ohio Society of CPAs, the Ohio Health Care Association Convention & Expo, and the Ohio Chamber of Commerce Business Tax Conference. Recent topics include state and local legislative updates, multistate tax updates, sales and use tax trends, developments, and planning opportunities and state and local tax policy.
I have a B.S. in accounting from the University of Findlay and an LLM in taxation and J.D. from Capital University Law School.
Outside of work, I like to attend concerts, watch Cleveland Guardians baseball, work in the yard, and spend time with my wife, Christy, and our three kids, two dogs, and three cats.