Present Position |
|
Prior Positions 1991-2015: |
Senior Tax Associate Joseph V. Nerone & Associates, Inc. |
|
Significant Industry Groups
|
|
Services to these groups include Federal, State and Local income tax preparation and planning. This includes planning and assistance related to quarterly estimated tax obligations. Representation on examinations by governmental agencies; assistance and analysis of acquisitions, assistance in business secession planning; consulting in executive compensation including stock options and contributions to and distributions from qualified and non-qualified plans; entity planning; assistance and consultation in tax free exchanges of real estate. Also includes ROTH IRA conversion analysis and planning. Additional services include individual and business tax planning, analysis and illustration of proposed transactions, comprehensive research of tax issues, communication with Internal Revenue Services, etc. Such services also include preparation of financial planning reports to illustrate projected cash flow, needed investment level or results, income tax obligations.
|
Education: |
Franklin University, Columbus, Ohio 1990. B.S. cum laude, Accounting. |
|
Certified Public Accountant 1993 (exam passed on first attempt) |
|
Capital University Law School Columbus, Ohio 2001 Masters in Taxation. |
Professional: |
Member, Ohio Society of Certified Public Accountants, American Institute of Certified Public Accountants. |