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 real estate, private equity, emerging business, technology, distribution and high net worth clients
• Extensive knowledge in real estate investing, development and construction including transaction analysis, cash flow projections and stabilization timelines

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)
• Florida Institute of Certified Public Accountants (FICPA)
• Board Member, Rhode Island Society of Certified Public Accountants
• 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

Community

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

Recent Articles

• DOL Issues FLSA Independent Contractor Regulations
• Minimum Wage Increases for 2024
• 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?