I lead our Taft-Hartley employee benefit plan practice, and I have a broad range of experience dealing with benefit plan tax compliance matters, including preparation and review of Forms 990, 990-T, 1041, and 5500. No matter which industry my clients are in, I enjoy helping all of them optimize their financial and tax decisions to successfully grow their businesses or fringe funds. For more than 20 years, I’ve protected my clients’ assets and provided strategic advice that has enhanced their net assets.
I often speak at the International Foundation of Employee Benefit Plans (IFEBP) and at industry conferences, such as the Construction Financial Management Association local and national conferences on benefit trends and regulations. As a Certified Construction Industry Financial Professional, I maintain professional credits each year in knowledge of the construction industry. Active in the industries I serve, I belong to the AICPA, the MICPA, the International Foundation of Employee Benefit Plans, the Lansing chapter of the Construction Financial Management Association (board member), and the Downtown Flint Rotary Club. I have a B.B.A. in accounting from Northwood University. In the last three years, I have exceeded all continuing education requirements including the AICPA’s requirements related to benefit plans.