Education

  • The University of Texas at Austin - Masters in Professional Accounting
  • The University of Texas at Austin - Bachelor of Business Administration

Overview

  • Business Tax Services (passthrough, corporate), focused primarily in the Private Equity space
  • Specialist in passthrough taxation matters including IRC Section 704(c) allocation methodologies, revaluations, leveraged recapitalizations, disguised sales of partnership interests and basis adjustments.

Upcoming speaking engagements

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Resources and event materials

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In the community

  • Certified Public Accountant, Licensed in Virginia
  • Member, American Institute of Certified Public Accountants
  • Member, Virginia Society of Certified Public Accountants