As a senior manager in our state and local tax (SALT) practice, I work in all areas of SALT, including income/franchise, sales/use, and gross receipt taxes. I primarily work in our service and manufacturing & distribution (M&D) industries, including our due diligence practice where I help identify state issues and assist with restructuring for tax efficiency. I’m also a member of our tax service industry leadership team where I help shape the firm’s SALT practice.
Initially, I was attracted to this career because I enjoyed the problem-solving and the balance of accounting — it felt like a puzzle. I’ve remained because of the diversity of work, the opportunities to grow, and the great people I get to work with.
Frequently, I speak with clients, other professionals, and prospects on SALT issues. I’ve been a speaker at the Ohio Tax Conference, the ICPAS State Tax Conference, and Chicago Tax Club. Recent topics have included state implications of the TCJA, the impact of the Wayfair decision, and the taxability of SaaS and other technology products.
I’m a member of the AICPA and the Illinois CPA Society where I’m on the SALT committee. I’m a recipient of the ICPAS Distinguished Service Award for 2018-2019. In addition, I’m a board member of the CPA Endowment Fund of Illinois. I’m also a member of the Next Generation Board (NGB) for Chicago Run, a 501(c)(3) that focuses on the promotion of health and wellness of Chicago children through innovative, engaging, and sustainable youth running programs. I received my B.S. in accounting from Elmhurst College and my M.S.T. from DePaul University.
I spend most of my free time with my wife who’s also a tax accountant, so you know our dinner conversations are super exciting. I enjoy being active, finding ways to exercise, craft beer, and trying new cuisines and restaurants.