Fresno, California, United States
CPA | Tax Leader | Transforming Complex Tax Challenges into Strategic Advantages Executive leader and CPA specializing in strategic tax planning and compliance across domestic and international landscapes. I help businesses optimize tax strategies, minimize liabilities, and navigate complex challenges—from multi-state nexus and ASC 740 provisions to mergers, acquisitions, restructurings, and global minimum tax implementation. Recognized for delivering clarity and confidence in an ever-changing fiscal environment, I combine deep technical expertise with a forward-thinking approach to advance business ambitions and create lasting value.
Tax Director directing compliance and planning for domestic and foreign entities including C corporations, consolidations, partnerships, CFC/PFIC reporting servicing the Insurance industry. Tax consulting services including multi-state compliance and nexus issues, ASC 740/Tax provision. business formation and capitalization, choice of entity issues and accounting methods, business mergers/ acquisitions, restructurings and other ownership changes, tax planning for business sales and liquidations, IRS and state audit and appeal assistance. Tax Director directing compliance and planning for domestic and foreign entities including C corporations, consolidations, partnerships, CFC/PFIC reporting servicing the Insurance industry. Tax consulting services including multi-state compliance and nexus issues, ASC 740/Tax provision. business formation and capitalization, choice of entity issues and accounting methods, business mergers/ acquisitions, restructurings and other ownership changes, tax planning for business sales and liquidations, IRS and state audit and appeal assistance.
Tax Director directing compliance and planning for domestic and foreign entities including C corporations, consolidations, partnerships, CFC/PFIC reporting servicing the Insurance industry. Tax consulting services including multi-state compliance and nexus issues, ASC 740/Tax provision. business formation and capitalization, choice of entity issues and accounting methods, business mergers/ acquisitions, restructurings and other ownership changes, tax planning for business sales and liquidations, IRS and state audit and appeal assistance.
Tax Director and Chicago Office Tax Leader directing compliance and planning for C corporations including consolidations, S corporations, partnerships, high net worth individuals, and trusts including foreign operations and/or foreign ownership reporting. Tax consulting services including multi-state compliance and nexus issues, ASC 740/Tax provision. business formation and capitalization, choice of entity issues and accounting methods, business mergers/ acquisitions, restructurings and other ownership changes, tax planning for business sales and liquidations, tax-deferred exchanges, IRS and state audit and appeal assistance, IPO readiness, and owner/key employee tax issues including equity compensation. Tax training and staff development team leader and tax CPE coordinator.
Lead Senior Tax Manager in the Chicago region Construction and Real Estate group and designated TCJA lead for the Chicago region. Manages tax compliance for High Net Worth Individual, Partnership, C Corporation, S Corporations, Trust, and Non-Profit. Accounting for income taxes - ASC 740 Tax research, planning and consulting. Develop and present tax related continuing professional education, internally and externally. Primarily focused on Construction and Real Estate industries with significant experience in Technology, Manufacturing and Distribution, Hospitality, Health Care, Retail, Transportation, Professional Services, and Private Foundation/Non-Profit. Prior responsibilities related to national and local offices: *Chicago South office tax department lead directing tax compliance, staff education and development, and department policies and procedures. *Primary Tax Liaison for the Chicago South office providing preparation and tax software technical assistance to the associates in this location. *Member of the firm wide Administrative Tax Committee which dictates administrative and procedural policies for the tax departments in all the Wipfli offices. *Previous member of the Tax Support Desk Team providing preparation and technical assistance for ProSystem Tax software to Tax Liaisons in the 35+ Wipfli offices located around the United States. *Conversion from a semi-paperless documentation system to a fully paperless system for tax preparation. (The Condon Group)
Tax services including; preparation and review of Individuals, Partnerships, Corporations, S-Corporations, Trusts and Non-For-Profit, tax planning and projections, and tax notice response. Attestation and Assurance services including; preparation and review of Compilation and Review engagements. Accounting Assistance/Write-up services.