I’m responsible for the tax compliance and consulting services related to investment funds, including private equity funds, venture capital funds, real estate funds, and other alternative investment funds. In addition, I specialize in income tax compliance for the managing executives of these investment funds as well as other high-net-worth individuals and family offices.
I strive to understand each client’s unique goals and learn more about our multifaceted business world. Driven by an interest in transactions and fast-paced engagements, my clients appreciate that I not only meet deadlines, and have a willingness to listen, but also focus on integrating tax strategies and ideas to help achieve real financial results.
With 18+ years of experience, my greatest accomplishment has been mentoring younger staff, some of whom I’ve known since they were interns. Seeing them develop, advance, and be promoted in their careers has been incredibly satisfying.
I’m often asked to speak to clients, at internal trainings and, most recently, at the firm’s 2018 Investment Fund Accounting and Tax Symposium about tax reform, tax structuring, and strategies to help minimize tax liabilities. I belong to the AICPA, the Illinois CPA Society, the Chicago Estate Planning Council, and the Illinois Venture Capital Association. I received my B.S. in accountancy and my M.S. in accountancy with a specialization in taxation from the University of Illinois Urbana-Champaign.