Recently, I have been working with many privately held companies on generational transfers, addressing a myriad of issues that go with that process, including planning what’s next, tax implications, and general business success.I am a frequent industry speaker and trainer, providing insight on current tax topics and trends.
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Although not an Ohio State grad, I have been a Buckeye football fan for over 30 years and take several road trips each season. I have been to all of the conference schools at least once, and to most of them numerous times.”
I lead Plante Moran’s for-profit healthcare tax practice and am a recognized tax leader throughout the firm. I have more than 30 years of public accounting experience focusing on service, real estate, and healthcare industries and am known for my practical approach, creative ideas, and experience solving tax challenges for my clients. I provide my clients with a wide range of tax services, including personal and business tax consulting; business purchase, sale, and liquidation; and general business planning.
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