• Key Accomplishment:  Managing teams locally as well as remotely, including offshore teams in India.
• Education and Credentials:  CPA and Master’s in Tax with 25 years of Big 4 tax experience.
• Summary of Experience:  Advises clients on the tax implications of potential transactions due to tax reform and various state updates.  Reviews Forms 1065, K-1s, and state and local returns for investment partnerships, fund of funds partnerships, and private equity partnerships.  Clients include high net worth individuals, hedge funds, private equity funds, and venture capital fund clients.