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Present Position
(Since 1994):

Senior Managing Partner of Nerone CLLB & Associates, LLC, CPAs.  Responsible for the management and timely completion of 375 individual returns; 200 business returns; and 110 trust returns.


Significant Industry Groups

  • High wealth individuals
  • Real Estate Development
  • Real Estate Rental
  • Manufacturing
  • Distribution
  • Construction
  • Retail
  • Professional firms (Architects, Engineers and lawyers)
  • Business Executives



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.


Prior Positions


Senior Tax Manager (1991 – 1994) KPMG Peat Marwick, Columbus, Ohio



Significant Industry Experience and specializations includes:


  • Automobile and other manufacturing
  • Automobile Dealerships
  • Educational magazines and textbook publishing
  • Wholesale operations
  • Construction
  • Consolidated tax returns
  • Foreign taxpayers


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.



The Ohio State University, Columbus, Ohio

  1. Accounting BSBA



Member, Ohio Society of Certified Public Accountants, American Institute of Certified Public Accountants, Columbus Estate Planning Council and the Builders’ Exchange Financial Group.