Works with investment management firms throughout all stages of their lifecycle from formation to wind-down, providing strategic tax planning, compliance, and structuring for both debt and equity strategies

Assists investment firms and their principals in navigating the complexities of carried interest and tax allocations with an understanding of their unique investor needs, as well as addressing multi-state and international tax issues

Services to clients include tax planning and compliance, selection of and changes in accounting methods, tax credit advisory services, cost segregation studies, representation before IRS and other taxing authorities, and tax advisory services to businesses and their owners for various M&A transactions

Active in CohnReznick’s Small Business Investment Company (SBIC) niche practice

Before joining CohnReznick in 2014, gained extensive construction industry experience at a regional accounting firm providing services to national and regionally recognized general contractors, specialty trade subcontractors, material suppliers, and architect and engineering firms