職歴
CliftonLarsonAllen, Principal
Corporate Tax Incentives, Technical Resource Quality Assurance Director
Corporate Tax Incentives (CTI) is a specialty tax practice with a primary focus on providing services to business in securing federal, state and local business incentives. We work directly with our clients and also as a strategic partner through our CPA firm alliances to deliver the latest tax solutions supporting economic growth, targeted development, and technological innovation.
Our service and program offerings include:
- Federal & State Research and Development Tax Credits
- Enterprise Zone Tax Credit Programs
- Federal Work Opportunity Credits
- Federal Empowerment Zone and Renewal Community Credits
- Cost Segregation Analysis
- Multistate Business Incentives Tax Consulting
Director, Research & Development Tax Credits
Kuhler Tax Credits
May 2013 – January 2014 (9 months)Irvine, CA
My role was structuring and managing the R&D tax credit function for federal and state research & development incentives including:
- Strategic Marketing Consulting and Field Sales Support
- Workflow Production Management
- Tax Technical, Quality Assurance, and Quality Control
- ASC 740 (FIN 48) Advisory
- Client Relationship Services
- Tax Controversy and Audit Management
Senior Tax Manager
Ehrhardt Keefe Steiner & Hottman PC
August 2009 – October 2012 (3 years 3 months)
I provided C corporation and specialty and project-based tax services to our public and private clients based in the Rocky Mountain region, many of which maintain other US and worldwide operations. Work experience included compliance, M&A consulting, ASC 740, R&D tax credits, 382 NOL, cleantech incentives, and tax controversy.
EKS&H is the largest Colorado-based accounting and business consulting firm with offices in Denver, Boulder and Fort Collins, and is the sixth largest firm headquartered in the Western United States. Additionally, EKS&H has been recognized as one of the top “25 Best Medium-sized Companies to work for in America” in 2009, by the Society for Human Resource Management (SHRM) and the Great Place to Work Institute (GPTW).
Owner
Lincoln Tax Management Services
January 2009 – August 2009 (8 months)
Offering a lean solution to overburdened corporate tax departments through short term and project-based outsourcing of tax director duties, specialty tax projects, and tax automation systems and services.
Managing Director of Tax Services
Axiom Solutions
April 2008 – January 2009 (10 months)
While with Axiom Solutions I was deeply engaged in developing and managing our strategic relationship with RSM McGladrey to deliver enhanced R&D tax credit services to middle market companies throughout the US. In addition, I successfully developed several new product and service lines that catered to our existing and prospective client base. Axiom did this to create opportunities for clients to leverage their tax and financial accounting departments with our seasoned people and our company's expertise in these areas, concentrating on tax accounting, production and export incentives, and corporate changes.
Senior Tax Consultant
Ernst & Young
November 2007 – April 2008 (6 months)
Conducted R&D tax credit studies for Fortune 500 corporations in the Pacific South West region, extending from Southern California to the Rocky Mountain Region.
Senior Tax Director
Axiom Solutions
August 2006 – November 2007 (1 year 4 months)
A national R&D tax credit consulting firm advising a variety of companies throughout the US. I managed Federal and multistate compliance and research functions for our clients, provided tax technical support on field studies, managed and delivered tax planning and strategy analysis with client CPA's, and assisted in tax controversy response and support.
Project Manager
Technology Ventures Corporation
January 2005 – June 2006 (1 year 6 months)
Consulting group providing financial and management advisory assistance to startup technology companies through a joint venture with Lockheed Martin and the National Nuclear Security Administration to service Sandia and Los Alamos National Laboratories. Keystone event is a premier Equity Capital Symposium presented annually in Albuquerque, NM.
Attorney - Contract Partner
Modrall Sperling
September 2001 – February 2003 (1 year 6 months)
Tax & Corporate law. Advised on tax and corporate transactions involving oil & gas rights and renewable energy concerns; Counseled on ranchlands and preservation tax planning and authored the tax opinion on the single largest gift of a conservation easement granted in the US to a wildlife foundation; corporate M&A and related tax planning; executive compensation; and Federal and multistate tax controversy representation.
Attorney - Sr. Associate
Bowditch & Dewey
August 2000 – August 2001 (1 year 1 month)
Tax & Corporate law. Advised on sophisticated corporate M&A transactions and related tax planning; Counseled on shareholder matters and executive compensation.
Attorney - Sr. Associate
Riemer & Braunstein
April 1998 – August 2000 (2 years 5 months)
Tax & Corporate law. Counseled high wealth executives, business owners and professional athletes on compensation and transactional tax stategies; Handled corporate M&A and related tax structuring; Advised on transactional and financing matters with technology and eCommerce clients.
Attorney
Kapral & D'Amico
1992 – 1998 (6 years)
Tax & Corporate law.
