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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
Tax reform: Six months in, what should businesses do now?
Kurt Piwko
Webinar Tuesday, June 19, 10-11 a.m. EDT 60 min watch
Independence and objectivity: What incents your investment advisor to act in your best interest?
John Lesser Wealth Management
Article May 29, 2018 4 min read
State & local tax advisor: May 2018
Curtis Ruppal
Article May 25, 2018 30 min read