Background

Experience:

• Over 30 years of public and private experience, including the Big 4 and Internal Audit
• Directs the Research and Development Department. Specializes in both federal and state tax credits, working closely with clients to develop the methodology and support needed for credit substantiation.
• Broad experience with medium-sized, privately held businesses in a variety of industries including manufacturing, technology, and life sciences companies

Education:

• Bachelor of Science in Accounting, University of Rhode Island

Professional

• Rhode Island Society of Certified Public Accountants (RISCPA)
• American Institute of Certified Public Accountants (AICPA)
• The Institute of Internal Auditors (past member)

Community

• Treasurer, Tiverton Education Foundation
• Elected Board Member, Tiverton School Committee
• Member, Tiverton Land Trust

Recent Articles

• Did Congress’ Latest Spending Package Impact R&D Expenditures?
• IRS Extends Time to Fix R&D Credit Claims
• Rhode Island Updates Tax Credits
• Inflation Reduction Act Increases R&D Tax Credit for Small Businesses
• FAQs- Changes to Treatment of R&D Expenditures