Background

Experience:

• Over 35 years of corporate tax and advisory services experience
• Boston Office Managing Partner, Past Director of Tax Services Group
• Tax consultation specialist specifically related to mergers and acquisitions, compensation and benefits, state and local tax planning and IRS audit assistance
• Expertise in international structuring and operations, joint ventures and acquisitions, global transfer pricing strategies, US export incentives such as IC-DISC, US foreign tax credit, Subpart F and GILTI planning
• Works closely with clients in a wide range of industries including real estate, construction, technology, life sciences, e-commerce and traditional manufacturing and distribution companies
• Extensive experience with private equity and venture capital firms, assisting with fund-level US, state and local, and international compliance, tax services for related management companies, M&A assistance (including due diligence and deal structuring), and comprehensive business tax planning and compliance for portfolio companies

Education:

• Bachelor of Science in Business Administration, cum laude, Bryant University
• Master of Science in Taxation, summa cum laude, Bryant University

Professional

• American Institute of Certified Public Accountants (AICPA)
• Rhode Island Society of Certified Public Accountants (RISCPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Lifespan Audit & Compliance Committee, member
• Association for Corporate Growth, member
• Turnaround Management Association, Northeast, member
• Exit Planning Exchange, member
• Associated Industries of Massachusetts International Business Council, member
• Associated Industries of Massachusetts Tax Committee, member
• Media Industry Tax Group, past member
• Tax Executives Institute, past member
• Umass Dartmouth, Finance and Accounting Department, past advisory committee
• Northeastern University Graduate Tax Program, former adjunct professor
• National Association of Corporate Directors (NACD), Governance Fellow

Community

• Leadership Rhode Island, Past Chair of the Board

Recent Articles

• IRS Issues Guidance on Non-Fungible Tokens (NFTs)
• IRS Updates Work Opportunity Tax Credit (WOTC) Guidance
• Inflation Reduction Act Creates New Corporate AMT: Here’s What You Should Know
• 2022 Manufacturing Industry Update
• Save Payroll Taxes Through a Common Paymaster