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Experience

I consult on tax matters with public, private equity-owned, and privately held businesses in the energy sector. I specialize in financial accounting, income tax provisions (ASC 740), mergers and acquisitions due diligence, and acquisition and divestiture transactions. Most of my clients are in the oil and gas or mining sectors.
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Specializes In

I love to travel and thoroughly enjoy researching both the local favorites and hidden gems. My wife says I’m obsessed with getting the most bang for the buck when traveling, but it’s part of my financial background.

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