Managing Director in National Tax/Washington and National Director of S Corporation Services.
Subject matter professional in subchapter S, with over 36 years of experience in advising closely held businesses and their owners, including many of the country's largest S corporations
Extensive experience with:
- Advising on S corporation ownership strategies, including employee equity participation and family wealth transfers
- Transactional matters, including due diligence, structuring, and sell-side planning
- Subchapter S planning opportunities and issues including matters relating to shareholder agreements, distribution policies, and taxes imposed under subchapter S
- IRS National Office letter ruling requests relating to S corporation matters
- Consulting on domestic tax classification matters, such S corporation versus C corporation status
Member and former chairperson of the American Institute of Certified Public Accountants’ S Corporation Technical Resource Panel
CPA licensed in Washington, DC.