I'm one of the firm’s tax leaders, and I provide tax compliance, tax-planning, and transaction consulting services to middle-market privately owned and private equity-owned organizations. I serve a broad range of clients, including professional services companies, engineering companies, transportation companies, environmental companies, medical service organizations, and retailer dealers. In addition, I provide wealth management services to high-net-worth families.
Wealth Management
Experience
Specializes In
I try to be handy. Whenever I fix something at home, I break something else, so I get to fix two things instead of one.
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Tax reform implications for professional services firms
How will professional services firms be affected by tax reform? Here’s what you need to know.