I have expertise in IC-DISC export incentives, international mergers and acquisitions, cross-border withholding, endowment investments outside the United States, tax considerations for foreign investments in U.S. real estate, and other international tax issues. With more than 17 years of experience in the international tax arena, my clients appreciate that I offer them practical guidance, and I’m always available to answer any questions they may have.
I was attracted to international tax due to the complex nature of the work. Working for Plante Moran, I’m able to make connections with colleagues all over the world and continue the tradition of providing excellent client service.
I’m proud of how our team has transformed the international tax practice into a true value-producing consulting group. As we’ve expanded our service offerings for clients, we’ve also increased learning opportunities for younger staff to have meaningful interactions on client projects. I’m also proud of how Plante Moran has formalized the IC-DISC work into an organized practice unit, enabling us to better serve U.S.-based clients with outbound transactions.
I’m frequently invited to national and international industry groups to discuss international tax technical matters. Recently, I presented at the Praxity North American Tax Conference on cross-border withholding, to the Quebec Transportation Association on tax considerations for U.S./Canada cross-border trucking activities, to the Michigan Association of CPAs on tax withholding for cross-border transactions, and at a Strafford CPE seminar on “IC-DISC Strategies: Mastering the Complex Operational Challenges.” I have a B.B.A. and a master’s degree in accounting from University of Notre Dame.