Present Position |
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Significant Industry Groups
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Services to these groups (in addition to return preparation) include income tax, estate tax and state and local tax planning; representation on examinations by governmental agencies; assistance and analysis of acquisition, merger and divestiture activities including review and analysis of business plans; 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.
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Prior Positions 1985-1994: |
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Significant Industry Experience and specializations includes:
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Other Activities: |
Participated in Junior Achievement by teaching classes about business to High School students; Co-instructed a business class to startup construction companies as part of the Builders’ Exchange Business Series; Participated in the Central Ohio Chamber of Commerce Enterprise Initiative; Taught income tax compliance and planning to client employee groups. Steering committee for the Advanced Federal Tax Symposium.
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Education: |
The Ohio State University, Columbus, Ohio
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Professional: |
Member, Ohio Society of Certified Public Accountants, American Institute of Certified Public Accountants, Columbus Estate Planning Council and the Builders’ Exchange Financial Group. |