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Experience

My clients appreciate that I stay relatively calm, even in the face of impending tax deadlines — something that’s not always easy to do. For my high net worth clients, my goals are to minimize their taxation and maximize their after-tax cash value. I help them transition their businesses or their investments to the next generation and help them fulfill their charitable intentions. 

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Specializes In

I’m the president of the Michigan Chapter of the Screen Actors Guild. Even if I only make one or two acting commitments each year, it helps keep the right and left halves of my brain in balance.

Additional Thoughts

Tax reform implications for professional services firms
Eric Wydra
Article March 20, 2018 4 min read
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
Whitepaper February 6, 2019 15 min read
Alert: IRS releases new forms and schedules for Sec. 965 transition tax
Randall Janiczek
Article February 5, 2019 5 min read