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Experience

I provide tax compliance and comprehensive tax planning services for business and individual clients in several industries, including professional services, real estate, and private equity. My primary areas of expertise include individual income tax, trust tax, partnership tax, gift tax and estate tax, financial and retirement planning, and charitable planning with donor-advised funds and private foundations. Additionally, I focus on personal professional growth and staff development of core technical and leadership skills.

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My favorite Blackhawks game experience was seeing Patrick Kane score his 1,000th career point in early 2020.

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