Doug is a tax partner in Plante Moran’s financial services practice and oversees all aspects of the financial services tax practice for the firm’s Chicago office. He has more than 30 years of combined legal and accounting experience, the last 24 of which have been spent specializing in financial services and related entity taxation.
Doug has deep experience with all types of financial services companies including finance companies insurance companies and financial institutions. One of his specialties is Statutory and GAAP tax accounting. Doug is known for his proactive ideas and extensive legal background, which are invaluable when clients need assistance with issues related to tax-free mergers and acquisitions, tax issues related to holding company structures and consolidated returns, IRS and state tax audits, tax accounting matters including valuation allowance and admitted deferred tax issues, tax issues related to reserves for banks as well as insurance companies, captive insurance companies and stock based compensation planning.
Doug has a Juris Doctorate degree from John Marshall Law School and a bachelor’s degree from Western Illinois University.