I help real estate and construction companies reduce their tax burden and stay on top of industry regulations, trends, and financial best practices. Many of my clients are general contractors or involved with heavy/highway, specialty trade, and multi-entity commercial real estate. I’m also a firmwide technical leader with our employee benefit plan group. In that role, I specialize in multiple plan audits with complex benefit structures and hard-to-value investments for defined contribution, defined benefit, 11-K, health and welfare, and leveraged employee stock ownership plans.
Experience
My husband and I honored our Scottish heritage when we were married. He wore a kilt from his family’s tartan, and we participated in a traditional handfasting ceremony before exchanging our vows.