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Experience

As the tax director of the Toledo office, I advise entrepreneurial owners and private equity investors on strategies to minimize their tax liability. While I primarily strategize with clients of internationally active manufacturing companies, I also work with multistate businesses in both the manufacturing and services industries (with a focus in franchising) to meet their financial goals.
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Specializes In

I have a strong sense of compassion and drive for giving back to my community. Over my career, I’ve been actively involved in two or three boards/committees at all times.

Additional Thoughts

Alert: IRS releases new Opportunity Zones regulations
Valerie Grunduski
Article October 23, 2018 10 min read
Urgent news for all Colorado retailers
Jeanette Tolar
Article October 18, 2018 1 min read
How do markets typically perform in a midterm election year?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
What does the U.S. employment situation mean for the economy?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read