Background

Experience:

• Chair of the firm's Tax Dispute Resolution & State and Local Tax Practice
• Tax advisory services to complex situations throughout the US and abroad with a concentration in technical matters, taxpayer representation, multi jurisdictional taxation and business reorganization
• IRS and State audit representation, multi-state tax issues & tax research
• Works with clients across a wide range of industries including, private equity, emerging business, technology, distribution and high net worth clients
• Extensive knowledge in hotel, restaurants and many hospitality related industries

Education:

• Bachelor of Science in Accounting, Johnson & Wales University
• Master of Taxation, Bryant University
• Delta Mu Delta National Honor Society, member, Bryant University

Professional

• Named Top 50 IRS Representation Practitioner
• American Institute of Certified Public Accountants (AICPA)
• Rhode Island Society of Certified Public Accountants (RISCPA), Government Affairs Chair, legislative committee member
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Rhode Island Hospitality Association, finance committee member, Board of Directors (ex-officio) member
• Member of the Advisory Board to the Accounting Department at Bryant University
• Advisory Panel member of the CCH Tax and Accounting Software Group
• CPE & CLE courses, Roger Williams School of Law
• The American Society of Women Accountants (ASWA), guest speaker
• Institute of Managerial Accountants (IMA), guest speaker

Community

• Calvary Chapel, Treasurer
• Rodman Ride for Kids, past volunteer

Recent Articles

• Rhode Island Hotel, Arts, & Tourism Grant Program (HArT)
• 2020 Record Retention Guide: Post Tax Season Clean-up
• How does the CARES Act Impact Net Operating Losses?
• PPP Loan Forgiveness and Deductibility of Expenses
• Small Business Association Offering Disaster Loans Due to COVID-19