I am a seasoned professional with more than 20 years of tax experience. My focus has been on small to medium size clients, both local and throughout the US. I have prepared, reviewed, and consulted on tax filings for not-for-profits, corporations, consolidated corporations, S-Corporations, partnerships, and LLCs additionally, I have researched and solved complex federal and state issues. Additional experience includes partnership special allocation including, but not limited to IRS 704B, carried interest, timing and new tax law pass-through deduction. I have consulted with exempt organizations regarding proposed transactions (e.g., purchasing of properties), 501 (c) (3) testing, UBIT, public support test issues, exempt organization applications, and state registrations.
Description
