Experience: I provide federal, state, and local tax compliance and consulting services, with a focus on the taxation of exempt organizations. I work with healthcare, higher education, not-for-profit, and for-profit companies including single-location entities and multi-entity locations around the country. I assist clients with tax-planning strategies, payroll compliance, accounting methods, and complex technical issues. I also hold a role in our National Tax Office and frequently counsel clients on Form 990, mergers and acquisitions, not-for-profit and for-profit transactions, restructuring, and current not-for-profit tax trends. I have over 16 years of professional experience and am a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the American Health Law Association, and the TEGE Exempt Organizations Council. I’ve been involved in education development and presented on tax-exempt topics for these organizations and others, including the Illinois Society of Certified Public Accountants, the Ohio Hospital Association, American Health Law Association, the Association of Independent Colleges, and Universities of Ohio. I am also a frequent presenter for Plante Moran educational webinars.
