Education

University of Notre Dame, BA 1990 Marquette University Law School, JD 1993

Overview

Estate Tax Attorney, Internal Revenue Service, 1993-2002 Tax Manager, Deloitte Tax, 2002-2007 Principal, Clifton Gunderson, 2007-2012 (now CLA), Tax Principal, CLA

Areas of Practice:  Individual, Flow-Through, and Estate & Gift Tax, Trusts & Estates Law, IRS representation, Business Succession Planning, Estate Administration, Risk Management and Retirement Planning.

Upcoming speaking engagements

View More

Resources and event materials

View More