The lack of uniformity of state tax laws from one state to another can be daunting to both large and small companies. When trying to run a profitable business, companies inevitably grow and expand across state lines and are faced with new taxes, new rules and a compliance burden. When faced with this compliance burden, companies often play the "wait and see" game and decide to forgo proactive planning or compliance, waiting for the audit notice to arrive.
Large companies that have been doing business in multiple states for several years may naturally become complacent and follow a "same as last year" approach without accounting for changes in their business or changes in state tax laws.
My job is to provide clarity and security to companies doing business across state lines. I follow the rules on a daily basis so companies don't have to. My goal is mitigate risk and reduce the cost of doing business by helping companies pay less state tax. I believe companies should pay what they legally owe and not get whipsawed or double-taxed by multiple states. Don't fight alone.
HELPS COMPANIES REGARDLESS OF LOCATION
Companies based all across the country, regardless of location, regardless of tax issue (income tax, sales tax, etc.) or the state, have contacted and utilized my experience.
Foreign companies have contacted me to help them become acquainted with the unique taxing rules of the 7,600+ state and local jurisdictions of the U.S., and prepare, plan and comply.
HELPS COMPANIES IN A VARIETY OF INDUSTRIES
Companies in a variety of industries (service companies, software companies, real estate/construction, government contractors, manufacturing, retail, distributors, etc.) have utilized me to help them conduct their business in a state tax-efficient manner in almost every state.
CAREER HISTORY
I started my career (in 1995) working at Fortune 500 companies managing the state income tax function (provision, planning, compliance, and controversy) for a large consolidated group of companies operating in almost every state. I then gained federal tax experience working at regional accounting firms and eventually became the accounting methods and inventory technical leader in the national tax office of a national accounting firm. During my career I also served as a state and local tax office leader at a Big 4 accounting firm, and created and led an internal state and local tax group at a national real estate developer/construction contractor. I currently serve as a state and local tax practice leader in Washington D.C. for a large regional firm with offices in the Midwest and East Coast. I live in Richmond and split my time between Richmond and D.C.
DESCRIPTION OF EXPERIENCE
I specialize in helping publicly traded corporations and privately held companies reduce their cost of doing business through state and local tax compliance management, planning, and representation. My practice is focused on delivering high-level technical expertise to resolve complex SALT issues for clients. My extensive SALT experience includes identifying areas of risk and resolving exposure, entity structuring and design, complex transactional planning, dispute resolution, cash recovery services and performance of due diligence engagements. My experience encompasses income and franchise, sales and use, gross receipts, transfer taxes and credits and incentives. I also have unique, significant expertise in the state taxation of pass-through entities and their owners, and the transaction taxation of real estate developers/construction contractors.
KNOWLEDGE SHARING
- Frequent speaker on state and local tax topics
- Contributing editor to SalesTaxSupport.com,
- Contributing editor to MyLegal.com
- Author of LEVERAGE | SALT
- Author of the State and Local Tax 360° blog on Accountingweb.com,
- Guest blogger on SpeedTax.com.
- Contributing Author to LexisNexis Tax Law Center
- Millikin University, Bachelor of Science in Accounting
- Washington School of Law, Masters of Science in Taxation
PERSONAL MESSAGE
My dad died on 3/11/08 after a nine-month battle with lung cancer. My dad never smoked a day in his life. The doctors said he got lung cancer from second-hand smoke. He was only 66 years old. Don't smoke!
