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Experience

I assist my clients with innovative tax-planning and transaction work, including entity structuring, partnership roll-ups, mergers and acquisitions, special allocations, 1031 exchanges, and distressed debt restructuring. Many of my clients are REITs, real estate developers, income property owners, private equity funds, and natural food and beverage companies. My work centers on flow-through entities with a focus on partnerships with complex equity structures.
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Specializes In

The week I got my driver’s license, I crashed my parents’ van into a wall at Taco Bell. That’s why my wife drives the family minivan everywhere we go.

Additional Thoughts

Employee benefit plans: Accounting update, 5500 update, and IRS/DOL hot topics
Webinar March 28, 2019; 3 - 4 p.m. EST 1 min read
Defusing the tax time bomb for MLP investors
Brian Schultz
Article March 20, 2019 2 min read
Alert: IRS issues proposed regulations on Section 250
Kellie Becker
Article March 15, 2019 5 min read