Deloitte Tax
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Deloitte Tax Employees
Deloitte Tax August 2004 - Present
Deloitte Tax December 1993 - Present
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, International Tax, Income Tax, Tax Research, Big 4, Mergers & Acquisitions, SEC filings, Tax Advisory
Education
Grand Valley State University
Bachelor of Business Administration (B.B.A.), Accounting
University of Southern California
Master's degree, Taxation
Deloitte Tax September 2008 - Present
Education
Boston College 2004 — 2008
Bachelor's Degree, Accounting and Human Resource Management
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2015
Master's Degree, Taxation
Thomson Reuters January 2014 - Present
Thomson Reuters August 2007 - Present
Deloitte Tax August 2007 - October 2007
AT&T Mobility 2006 - 2007
Burr Wolff, L. P. 1999 - August 2006
Sony Electronics March 1997 - January 1999
Skills
Project Management, Property Tax, Vendor Management, Training, E-Learning, Analysis, Instructor-led Training, Needs Analysis, Program Management, Software Documentation, Management, Databases, Call Centers, Strategy
Education
Georgia State University
Doctor of Philosophy (Ph.D.), Instructional Technology
University of South Florida 1991 — 1995
Master of Business Administration (MBA)
Deloitte Tax Tax MangerLeidos2014 - Present
Deloitte 2012 - 2014
Grossman Yanak & Ford LLP 2010 - 2012
PwC 2007 - 2010
Skills
Tax
Education
Robert Morris University 2010 — 2011
MST, Taxation
Edinboro University of Pennsylvania 2002 — 2006
Accounting
Mayer Brown May 2015 - July 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Deloitte Tax June 2013 - August 2013
WireCo WorldGroup April 2013 - May 2013
Indiana University September 2012 - April 2013
Crowe Horwath LLP June 2012 - August 2012
Education
Indiana University School of Law—Bloomington 2013 — 2016
Indiana University - Kelley School of Business 2012 — 2016
MBA, Accounting
Indiana University - Kelley School of Business 2009 — 2013
Bachelor's degree, Accounting
Deloitte December 2012 - Present
Alvarez & Marsal Taxand, LLC August 2005 - November 2012
Creative Alternatives of New York June 2007 - February 2010
Deloitte Tax May 2002 - July 2005
Arthur Andersen 1999 - 2002
Delphos International 1997 - 1998
Skills
Tax, International Tax, Mergers, Tax Accounting, Restructuring, Asia Pacific, China Business..., Business in China, China, Hong Kong, Singapore, Mergers & Acquisitions, Finance, Tax Advisory, CPA, Acquisition Integration, Transfer Pricing, Sarbanes-Oxley Act, Financial Structuring, Tax Research, Corporate Tax, Due Diligence, Financial Planners, Tax Law, US GAAP, Investments, Cross-border..., Big 4, Financial Services, Income Tax, SEC filings, Strategic Planning, Private Equity, US Tax
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MS
American University 1993 — 1997
BSBA
Baltimore Polytechnic Institute 1989 — 1993
DAI October 2011 - Present
DAI July 2010 - September 2011
DAI March 2010 - July 2010
DAI October 2009 - March 2010
RCLCO (Robert Charles Lesser & Co.) July 2008 - October 2009
Deloitte Tax July 2007 - July 2008
Deloitte Consulting May 1999 - February 2002
Andersen Consulting (now Accenture) July 1997 - May 1999
RIA Group July 1996 - August 1997
Guggenheim Museum October 1993 - July 1996
Skills
Benefits Administration, Training, Employee Relations, Human Resources, Policy, Deferred Compensation, Leadership, Performance Management, Recruiting, Career Development, New Hire Orientations, Payroll, Organizational Design, Internal Communications, Talent Management, Employee Benefits, Personnel Management, Onboarding, Hiring, Performance Appraisal, Job Descriptions, Applicant Tracking..., Management, Strategic Planning, Temporary Placement, Software Documentation, Career Counseling, Organizational..., Conflict Resolution, Compensation & Benefit, Analysis
Education
Teachers College of Columbia University 1990 — 1991
M.A, Organizational Psychology
University of Pennsylvania 1988 — 1990
B.A, Cum Laude, Psychology
Connecticut College 1986 — 1988
N/A, Psychology
Roslyn High School
PricewaterhouseCoopers LLP April 2013 - Present
Deloitte Tax September 2006 - March 2013
Ernst & Young LLP September 2000 - May 2006
Skills
International Tax, Tax, Corporate Tax, Tax Research, Transfer Pricing, FAS109, Tax Preparation, Partnership Taxation, Cross-border..., Restructuring, IFRS, FIN 48
Education
Cleveland State University - Cleveland-Marshall College of Law 2003 — 2007
JD, Law
University of Denver 1999 — 2000
M.T., Taxation
John Carroll University 1995 — 1999
BSBA, Accounting
Whitinger & Company LLC November 2012 - Present
Cornerstone Center for the Arts 2010 - 2013
Estep * Doctor & Company October 2009 - November 2012
Deloitte Tax June 2008 - September 2009
Skills
Accounting, CPA, Internal Controls, Accounts Payable, Small Business, Financial Analysis, Tax Accounting, Tax Returns, Tax Research, General Ledger, Nonprofits, Strategic Financial..., Finance, US GAAP, International Tax, Investments, QuickBooks, SEC filings, Payroll, Sarbanes-Oxley Act, Bookkeeping, Financial Reporting, Income Tax, Auditing, Partnership Taxation, Corporate Tax, Non-profits, Microsoft Excel, Financial Planning, Tax, Customer Service
Education
Ball State University 2003 — 2008
BS, Accounting & minor in math
Delta HS
Ernst & Young November 2008 - Present
Deloitte Tax August 1992 - October 2008
Deloitte & Touche 1998 - 2001
Deloitte August 1992 - September 1998
Skills
Tax, Accounting, Public Speaking, Leadership Development, Board of Director..., Non-profits, Tax Law, Healthcare, Corporate Tax, Private Foundations, Municipal Bonds, Nonprofits, Auditing, Leadership, Internal Controls, Policy, Tax Research, Finance, US GAAP, Tax Accounting, SEC filings, CPA, International Tax, GAAP, Income Tax, Big 4, Tax Returns, External Audit, Sarbanes-Oxley Act, Tax Advisory
Education
Baylor University - Hankamer School of Business 1991 — 1992
Master's Degree, Tax Law/Taxation
Lubbock Christian University 1987 — 1991
Bachelor's Degree, Accounting and Computer Science, Graduated Suma Cum Laude
Carlsbad High School 1984 — 1987
Garmin International September 2014 - Present
Garmin International April 2011 - September 2014
Garmin International September 2007 - April 2011
Garmin International September 2007 - December 2010
Deloitte January 2005 - June 2007
Euronet Worldwide 2007 - 2007
Deloitte Tax January 2004 - May 2004
Skills
Tax, International Tax, Corporate Tax, Transfer Pricing, Accounting, Restructuring, State Tax, Cost Accounting, US GAAP, CPA, Mergers & Acquisitions
Education
Emporia State University 1999 — 2004
MBA, Accounting
Central Heights High School
Diploma
Deloitte Tax October 2011 - Present
Locke Lord LLP January 2008 - October 2011
Locke Lord LLP October 1999 - December 2007
Skills
Partnership Taxation, REIT, Tax-exempt, Income Tax
Education
Harvard Law School 1996 — 1999
Doctor of Law (JD), Law
University of Chicago 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
BMO Harris Bank - Equipment Finance Company 2015 - Present
Kohl's Department Stores September 2011 - February 2015
Deloitte Tax July 2009 - September 2011
Wells Fargo May 2007 - July 2009
Skills
Financial Analysis, Account Reconciliation, Auditing, Financial Reporting, Accounting, Internal Audit, Finance, Internal Controls, Microsoft Excel, Sarbanes-Oxley Act, Tax, Financial Modeling, Analysis, General Ledger, Forecasting, Management, Budgets
Education
University of Wisconsin-Milwaukee 2007 — 2009
Master of Science (M.S.), Professional Accounting, Tax Focus
Cardinal Stritch University 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Ryan January 2013 - Present
Thomson Reuters September 2007 - December 2012
Deloitte Tax January 2000 - September 2007
Skills
Commercial Appraisal, Property Tax Appeals, Valuation, Property Tax, Appraisal, Real Estate Economics, Financial Analysis, Appraisals, Commercial Real Estate, Due Diligence, Tax, Business Valuation, Tax Accounting, Mergers & Acquisitions, Corporate Tax, Financial Modeling, Auditing, Real Estate, Management, Finance, Real Estate Development, Budgets
Education
California State University-Long Beach 1984 — 1994
BSEE/MBA, Engineering / Business Management
Deloitte Tax June 2015 - Present
Office of the Comptroller of the Currency May 2013 - Present
Deloitte June 2014 - June 2014
Volunteer Income Tax Assistance (VITA) Program February 2014 - April 2014
Best Buy October 2010 - May 2013
Miller & Long Concrete Co. May 2012 - August 2012
Ledo Pizza July 2010 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Outlook
Education
Bowie State University 2012 — 2015
Bachelor of Science (BS), Accounting
University of Maryland Eastern Shore 2011 — 2012
Deloitte Tax August 2006 - Present
The John Marshall Law School December 2004 - April 2006
Querrey & Harrow, Ltd. 2005 - 2006
Skills
State Bar of California, Legal Writing, Tax Law, Appeals, Tax, Legal Research, Accounting, Tax Advisory, International Tax, Partnership Taxation, Corporate Tax, Litigation Support, CPA, Tax Research, Sarbanes-Oxley Act, Big 4, FIN 48, Auditing, Corporate Governance, GAAP, Due Diligence, Tax Accounting
Education
The John Marshall Law School 2005 — 2006
LL.M. in Tax
The John Marshall Law School 2003 — 2006
J.D.
DePaul University
B.A., Business Law
Wheeling High School
Deloitte Tax October 2013 - Present
Deloitte Tax LLP May 2012 - August 2012
Beta Alpha Psi of Binghamton University May 2011 - May 2012
Volunteer Income Tax Assistance January 2012 - April 2012
Students in Free Enterprise, Binghamton University May 2011 - March 2012
Binghamton University August 2011 - December 2011
New York State Department of Parks, Recreation & Historic Preservation June 2011 - August 2011
Binghamton University January 2011 - May 2011
Students in Free Enterprise, Binghamton University September 2010 - May 2011
Beta Alpha Psi of Binghamton University September 2010 - May 2011
Education
St. John's University School of Law 2015 — 2019
Juris Doctor (J.D.)
University of Denver 2012 — 2013
Graduate Tax Program, Masters in Taxation
Binghamton University - School of Management 2009 — 2012
Bachelor of Science (B.S.), Accounting, Suma Cum Laude
Starwood Hotels & Resorts Worldwide, Inc. July 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2012 - July 2015
Hunter Hagan & Company, Ltd. December 2011 - May 2012
Deloitte Tax November 2009 - December 2011
Skills
CPA, Tax, Corporate Tax, Tax Accounting, ASC 740, Financial Analysis, Tax Research, FIN 48, Income Tax, Accounting, SEC filings, Financial Accounting
Education
Arizona State University - W. P. Carey School of Business 2008 — 2009
Masters of Science, Taxation
Arizona State University - W. P. Carey School of Business 2006 — 2008
Bachelors of Science, Accountancy
Deloitte Tax January 2012 - Present
Deloitte Tax June 2010 - January 2012
Deloitte Tax August 2007 - June 2010
Deloitte Tax September 2006 - August 2007
Kimberly-Clark October 2005 - September 2006
Kimberly-Clark January 2005 - October 2005
Kimberly-Clark September 2004 - January 2005
Deloitte Tax September 2000 - September 2004
Deloitte Tax August 1998 - September 2000
Deloitte Tax September 1994 - August 1998
Skills
Tax, Tax Advisory, Strategy, Corporate Tax, Income Tax, International Tax, Tax Accounting, Tax Law, Transfer Pricing, US GAAP, Internal Controls
Education
Seattle University School of Law 1991 — 1994
JD, Law
Kenyon College 1981 — 1987
AB, Political Science, With Honors
Uber July 2015 - Present
Deloitte Tax November 2013 - June 2015
Deloitte UK February 2013 - August 2013
Ernst & Young October 2011 - August 2012
Manpower France May 2010 - August 2010
Skills
Talent Management, Expatriate Management, Human Resources, Change Management, Organizational..., HRIS, Process Improvement, Onboarding
Education
KEDGE Business School 2009 — 2013
Master of Science (MSc) in Management, Management & International Human Resources, Completed with Honors
Institute of Management Technology, Ghaziabad 2012 — 2013
Master of Science (MS), Business Administration and Management
Université Vincennes-Saint-Denis (Paris VIII) 2010 — 2012
Bachelor Degree, Psychology
Lycée Lakanal 2007 — 2009
'Certificate of Success', Hypokhagne, Khagne
Deloitte Tax September 2010 - Present
Skills
Tax Accounting, FIN 48
Education
Boston College 2003 — 2004
Master's Degree, Accounting
College of the Holy Cross 1999 — 2003
Bachelor of Arts, Accounting/Economics
College of the Holy Cross 1999 — 2003
Bachelor of Arts, Spanish
Morgan Stanley December 2013 - Present
Deloitte Tax August 2012 - November 2013
Skills
Licensed Certified..., Active member of the..., Financial Analysis, Internal Controls, Financial Reporting, Management Consulting, Accounting, Business Process..., Business Process, Business Transformation, Tax, Investments, Financial Accounting, Microsoft Office
Education
Illinois State University 2006 — 2007
Masters, Accounting
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor, Accounting
WeiserMazars LLP January 2014 - Present
Deloitte Tax January 1990 - November 2013
Skills
Accounting, Corporate Tax, Due Diligence, International Tax, Financial Reporting, Tax, Income Tax, Auditing
Education
Fordham Law School
NYU Stern School of Business
Bachelor of Science (BS)
Deloitte Tax August 2000 - Present
Pella Corporation September 1997 - August 2000
Deloitte June 1994 - September 1997
Skills
Tax, Accounting
Education
Iowa State University - College of Business 1990 — 1994
B.B.A., Accounting
Goldburd McCone LLP April 2010 - Present
Goldburd Brothers January 2013 - Present
The Law Offices of Donald G. Koch, PLLC May 2008 - April 2010
Geller & Company June 2006 - May 2008
PricewaterhouseCoopers January 2006 - April 2006
Deloitte Tax October 2003 - December 2005
Skills
Tax Law, Tax, Income Tax, Accounting, Tax Research, Tax Compliance, Corporate Tax, International Tax, Mergers & Acquisitions, Tax Advisory, Tax Accounting, Due Diligence, Financial Analysis, State Tax, Big 4, Private Equity, Estate Planning, US GAAP, Trusts, Mergers, Cross-border..., Partnership Taxation, Transfer Pricing, Tax Returns, Corporate Law, GAAP, Auditing, Restructuring, Property Tax, Tax Preparation, Legal Research, Sales Tax
Education
New York Law School 2010 — 2014
Master of Laws (LL.M.), Tax Law/Taxation
Fordham University School of Law 2000 — 2003
JD
City University of New York-Brooklyn College 1998 — 2000
BS, Accounting
Deloitte tax August 2015 - Present
Deloitte & Touche July 2011 - Present
Deloitte & Touche June 2007 - Present
Bisys Private Equity Services June 2006 - June 2007
North Fork Bank January 2002 - June 2006
Education
St. John's University 2011 — 2013
Masters, Taxation
Baruch College, City University of New York (CUNY)
Accountancy
KCS - GP August 2014 - Present
Deloitte Tax October 2013 - August 2014
King & Spalding, LLP April 2010 - September 2013
Philip C. Cook Low Income Taxpayer Clinic April 2009 - December 2009
Philip C. Cook Low Income Taxpayer Clinic January 2009 - August 2009
Education
GSU J. Mack Robinson College of Business 2012 — 2013
Master of Taxation
Georgia State University College of Law 2005 — 2010
Doctor of Law (JD)
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts, Communication Studies, Spanish
Liberty Mutual Insurance April 2015 - Present
Deloitte Tax October 2011 - April 2015
JPMorgan Chase June 2010 - August 2010
New England Biolabs June 2009 - August 2009
Skills
Tax, Corporate Tax, Big 4, Tax Accounting, Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Accounting, Research, Auditing
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Accounting and Marketing
Copenhagen Business School
Kellogg, Huber, Hansen, Todd, Evans & Figel July 2015 - Present
Cravath, Swaine & Moore LLP May 2015 - July 2015
Willkie Farr & Gallagher LLP June 2014 - August 2014
Bracewell & Giuliani LLP February 2012 - August 2013
Deloitte Tax June 2011 - February 2012
Skills
Public Policy, Research, Legal Research, Strategy, Policy Analysis, Public Speaking, Legal Writing, SPSS, Higher Education, Microsoft Excel, Leadership
Education
Harvard Law School 2013 — 2016
Doctor of Law (JD)
Emory University 2007 — 2011
B.A., International Studies and Economics
Wayzata High School 2003 — 2007
Bloomberg BNA August 2011 - Present
Deloitte Tax September 1983 - May 2011
US Department of Justice - Tax Division January 1975 - September 1983
Skills
Tax Law, International Tax, Tax, Corporate Tax, Due Diligence, Mergers & Acquisitions, Tax Advisory, Tax Accounting, Income Tax, Tax Research, Restructuring, Accounting, Transfer Pricing, Cross-border..., Auditing, Corporate Governance, SEC Filings, Corporate Law, Financial Reporting, Research
Education
Oxford University - Linacre College (United Kingdom) 1973 — 1974
International trade treaties
Georgetown University Law Center 1970 — 1973
JD; LLM (Tax), Tax Law
Yale University 1966 — 1970
BA, American History
Deloitte Tax May 2003 - January 2015
Deloitte May 2003 - September 2008
Skills
Tax Accounting, Tax Research, Tax Advisory, Big 4, US Tax, Income Tax, Personal Income Tax..., Gift Tax, Fiduciary Income Tax
Education
Grand Valley State University 2006 — 2008
Masters of Science in Taxation, Taxation
Western Michigan University - Haworth College of Business 1999 — 2003
Bachelor of Science (B.S.), Accounting
Deloitte Tax March 2014 - Present
PricewaterhouseCoopers August 2010 - February 2014
State of Callifornia Franchise Tax Board May 2010 - September 2010
Evans & Rosen, LLP October 2009 - June 2010
California Attorney General's Office May 2007 - August 2007
Law Office of Paul J. Barba May 2006 - August 2006
Gunderson Dettmer, et al. LLP 2003 - 2005
Skills
Legal Research, Corporate Law, Legal Issues, Legal Advice, Tax, Legal Writing, Tax Law, Corporate Governance, Due Diligence, Westlaw, Commercial Litigation
Education
Golden Gate University 2008 — 2010
LLM, Taxation
University of Oregon School of Law 2005 — 2008
J.D., Law
University of California, Irvine 1998 — 2003
B.A., Political Science
Deloitte Tax June 1988 - Present
Skills
International Tax, Corporate Tax, Tax Accounting, FIN 48, Tax, Tax Research, Income Tax, FAS109, Partnership Taxation, US Tax, Transfer Pricing, Tax Advisory, SEC filings, Tax Law, OneSource
Education
The George Washington University 1992 — 1995
Masters, Taxation
Georgia State University 1987 — 1988
BBA, Accounting
Auburn University, College of Business 1984 — 1986
Accounting
David Lipscomb University 1983 — 1984
Accounting
K&L Gates January 2014 - Present
IRS, Office of Chief Counsel, Passthroughs & Special Industries April 2011 - December 2013
IRS Office Office of Chief Counsel, Small Business Self-Employed June 2009 - April 2011
IRS Office of Chief Counsel, Procedure & Administration January 2009 - May 2009
Deloitte Tax May 2007 - August 2007
DeForest Kostelnik Yokitis Kaplan & Berardinelli May 2006 - August 2006
Investors Bank & Trust March 2002 - July 2005
Education
Georgetown University Law Center 2008 — 2009
LLM, Taxation
University of Pittsburgh School of Law 2005 — 2008
JD, Law
Trinity College-Hartford 1997 — 2001
BA, Philosophy
Sewickley Academy 1992 — 1997
Deloitte Tax
Education
Boston University School of Law
Doctor of Law (J.D.)
Temple University - James E. Beasley School of Law
Master of Laws (LL.M.), Taxation
Deloitte Tax Tax PartnerDeloitte1995 - Present
Skills
Accounting, Tax Accounting, CPA, US GAAP, Tax, Corporate Tax, Due Diligence, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Process Improvement, Income Tax, GAAP, International Tax, SEC Filings
Education
Drake University 1994 — 1996
MBA, Finance
University of Northern Iowa 1987 — 1991
KPMG 2011 - Present
Thomson Reuters 2009 - 2010
Deloitte Tax 2004 - 2009
American Tower 2003 - 2003
Skills
Financial Analysis, Accounting, US GAAP, Tax, Internal Controls, Financial Reporting, GAAP, Sarbanes-Oxley Act, Corporate Tax, Account Reconciliation, Auditing, SEC filings, CPA, Tax Research, Due Diligence
Education
Suffolk University - Sawyer School of Management 2010 — 2011
MS, Accounting
Ithaca College 1999 — 2003
BS, Finance
Harry T Fultz
Pennsylvania Real Estate Investment Trust (PREIT) November 2005 - Present
Price Waterhouse Coopers May 2004 - October 2005
Deloitte Tax 1993 - 2004
Skills
Tax Accounting, Tax Research, Corporate Tax, Accounting, Tax, Income Tax, Due Diligence, Tax Returns, Mergers, Real Estate
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1993
MBA, Accounting
Boteler Grammar School
University of Oxford
D. Phil., History
University of York
B.A. (Hons), History
Square August 2015 - Present
Electronic Arts November 2011 - August 2015
Deloitte Tax September 2005 - December 2011
Skills
Corporate Tax, Tax, SAP, VAT, ERP, Sales Tax, Oracle E-Business Suite, Internal Audit, Tax Returns, Internal Controls, Auditing, International Tax, Process Improvement, Sarbanes-Oxley Act
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
MST, Taxation
Bentley University 2002 — 2004
Corporate Finance & Accounting
Medline Industries January 2012 - Present
United States October 2013 - October 2013
Deloitte Tax 2002 - December 2011
Andersen August 1999 - April 2002
Arthur Andersen LLP 1999 - 2002
Skills
Tax, Tax Research, Mergers, Mergers, Joint Ventures, Finance, Due Diligence, International Tax, Reorganisation, Disposition, Income Tax, Tax Accounting, Accounting, Mergers & Acquisitions, Managerial Finance, Financial Reporting
Education
DePaul University 2000 — 2003
MST, Taxation
University of Miami 1995 — 1999
BBA, Accounting
GBN
Watson, Fedyshyn & Associates CPAs PLLC October 2014 - Present
Ephiany Financial Group LP January 2010 - Present
AICPA Veteran Fast Launch Initiative July 2013 - November 2014
Duke Energy Corporation February 2013 - October 2014
Electrolux December 2010 - February 2013
Deloitte Tax December 2008 - December 2010
PricewaterhouseCoopers January 2005 - November 2008
Skills
Bookkeeping, Tax Preparation, QuickBooks, Tax Law, Cost Segregation, Tax Advisory, Payroll, Corptax, Six Sigma, Excel, Access, Tax Compliance, JD Edwards, Visual Basic, SQL, Proseries, Tax Consulting, Accounting Methods, Small Business Tax, Small Business..., IRS problem resolution, Income Tax, Corporate Tax, Tax Accounting, Process Improvement, Business Process..., Project Management, Project Planning, Microsoft Excel
Education
East Carolina University - College of Business 2002 — 2004
MSA, Accounting
East Carolina University 1998 — 2004
MSA, Finance, Accounting
McGladrey February 2015 - Present
UHY Advisors October 2012 - February 2015
Express Scripts, Inc. December 2004 - September 2012
Deloitte Tax 1998 - 2004
Arthur Andersen 1994 - 1998
ITT Finanicial 1991 - 1994
Skills
Tax Accounting, Tax Research, Corporate Tax, Sarbanes-Oxley Act, Tax, SEC filings, Accounting, Auditing, US GAAP, Financial Analysis, Internal Controls, Income Tax
Education
Fontbonne University 1993 — 1996
Master of Science (M.S.), Taxation
The University of Texas at Arlington 1988 — 1989
Bachelor of Business Administration (BBA), Accounting
Deloitte Tax August 2014 - Present
Deloitte Consulting June 2012 - Present
Goldman Sachs April 2011 - May 2012
Deloitte & Touche LLP 2007 - April 2011
Deloitte & Touche LLC 2000 - 2007
Navisys 1999 - 2000
American Skandia 1996 - 1998
Skills
Program Management, Project Management, Sarbanes-Oxley Act, Enterprise Risk..., Capital Markets, Risk Management, Management Consulting, Financial Services, Financial Risk, Accounting, Auditing, Banking, Business Analysis, Business Process..., Change Management, Due Diligence, Finance, Financial Analysis, Financial Modeling, Leadership, Training
Education
University of Dar-es-Salaam 1992 — 1994
MBA, Finance
Iona College 1988 — 1992
Bachelor of Arts, Computer Science
Xception Advisory Group January 2015 - Present
The Piedmont Group of Atlanta, LLC May 2014 - Present
Kan Clark, LLP July 2014 - Present
The Callaway Black Group, Northwestern Mutual October 2011 - May 2014
deAndrade Callahan, LLC June 2010 - October 2011
Albright, Houtsma & Clark, LLC April 2009 - June 2010
Menden, Freiman and Zitron, LLP August 2006 - April 2009
Deloitte Tax June 2002 - May 2006
Arthur Andersen June 2001 - May 2002
Skills
Estate Administration, Banking, Estate Planning, Mergers & Acquisitions, Real Estate, Budgets, Tax Advisory, Asset Protection, Tax, Corporate Law, Small Business, Risk Management, Legal Assistance, Personal Finance, Asset Managment, Legal Research, Strategic Financial..., Securities, Litigation, Contract Negotiation, Business Planning, Financial Analysis, Insurance, Finance, Due Diligence, Investments, Private Equity, Wealth Management, Corporate Finance, Retirement Planning, Corporate Governance, Financial Services, Financial Modeling, Portfolio Management, Start-ups, Trusts
Education
Georgia State University College of Law 2003 — 2006
Juris Doctor, Law
The Catholic University of America 1997 — 2001
B.A., International Economics and Finance
Marist 1991 — 1997
Burke, Warren, MacKay & Serritella, P.C. June 2009 - Present
Deloitte Tax April 1997 - June 2009
Skills
Mergers, Tax, Mergers & Acquisitions, Due Diligence, Income Tax, Employee Benefits, Financial Planners, Tax Credits, Tax Law, International Tax, US Tax, Corporate Tax, State Tax, Tax Advisory, Tax Research, Property Tax, Tax Accounting, Real Estate, Cross-border..., Partnership Taxation, Estate Tax Planning, Restructuring, Financial Planning, Accounting
Education
DePaul University College of Law 1988 — 1990
LLM, Taxation
New York University School of Law 1983 — 1984
LLM, International Legal Studies
Chicago-Kent College of Law, Illinois Institute of Technology 1980 — 1983
JD, Law
University of Wisconsin-Madison - School of Business 1975 — 1980
BBA, Accounting and Finance
Deloitte Tax October 2014 - Present
Deloitte Tax January 2014 - April 2014
The Columbus Dispatch May 2012 - December 2013
NiSource May 2013 - August 2013
Capital University September 2010 - April 2012
The Home Depot October 2010 - November 2011
Skills
Statistics, Mathematics, Accounting, Team Leadership, Microsoft Office, Excel, Business Intelligence, Oral Communications, Writing, Microsoft Excel, Teamwork, Microsoft Word, Tax, Leadership, Tax Preparation, Financial Analysis
Education
Capital University 2010 — 2014
Bachelor of Arts (B.A.), Accounting and Business/Management
Madison Christian School 1995 — 2010
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A. July 2015 - Present
Beller Smith PL 2014 - 2015
Deloitte Tax 2013 - 2014
Volunteer Income Tax Assistance (VITA) December 2011 - April 2012
Honorable Sandra Perlman – 17th Judicial Circuit Court of Florida May 2011 - August 2011
Merrill Lynch August 2007 - December 2007
Skills
Legal Research, Securities, Legal Writing, Estate Planning, Litigation, Corporate Finance, Due Diligence, Capital Markets, Private Equity, Bankruptcy, Commercial Litigation, Courts, Legal Issues, Pleadings, Trials
Education
University of Florida - Fredric G. Levin College of Law 2012 — 2013
Master of Laws (LL.M.), Taxation
St. Thomas University School of Law 2009 — 2012
Juris Doctor, May 2012
Florida Atlantic University 2006 — 2009
Bachelor of Science, Finance
AuldridgeGriffin, PC February 2014 - Present
Ernest Giaco, CPA March 2009 - Present
Deloitte Tax January 2006 - February 2009
Thomson Reuters January 2004 - February 2006
Ernst & Young September 2000 - November 2004
KPMG 1995 - 2000
Cohen and Company 1988 - 1992
Skills
Management, Tax, Accounting, Tax Accounting, International Tax, CPA, Estate Planning, Recruiting, Tax Research, Finance, Consulting, Leadership, Mergers & Acquisitions, Strategic Planning, Financial Analysis
Education
Cleveland State University 1983 — 1987
BBA, Accounting, Finance
Case Western Reserve University
Deloitte August 2015 - Present
Deloitte August 2012 - Present
Deloitte Tax September 2010 - August 2012
Skills
Income Tax, Corporate Tax, Tax, Partnership Taxation, Tax Accounting, Accounting, Tax Returns, Tax Preparation, CPA, Auditing
Education
Florida State University - College of Business
White & Case October 2011 - Present
White & Case, LLP May 2010 - July 2010
US Securities and Exchange Commission January 2010 - April 2010
US Department of Justice, Tax Division May 2009 - August 2009
Deloitte Tax August 2006 - August 2008
Education
American University, Washington College of Law 2008 — 2011
J.D.
Georgetown University 2002 — 2006
Accounting, International Business
Deloitte Tax August 2014 - Present
Deloitte Tax September 2011 - August 2014
Deloitte Tax September 2009 - September 2011
Deloitte Tax January 2008 - September 2009
Skills
Tax Compliance, Corporate Tax, Income Tax, Tax, Tax Research, Partnership Taxation, Individual Taxation, Estate Planning, REIT Taxation, Hedge Fund Taxation, International Tax, Tax Accounting, Tax Law
Education
Clemson University 2006 — 2007
Masters of Accountancy, Taxation
Clemson University 2003 — 2006
BS, Accounting
Sassetti LLC, CPAs July 2007 - Present
Academic Tutoring Centers, Inc. September 2006 - June 2007
Deloitte Tax January 2006 - April 2006
Education
DePaul University 2003 — 2007
BSC and BA, Summa Cum Laude, Accounting & English Literature Double Major
Goldman Sachs December 2013 - Present
Deloitte Tax August 2004 - December 2013
PwC January 2000 - August 2004
Skills
Expatriate Management, Tax Compliance
Education
University of Wales, Aberystwyth 1996 — 1999
BSc, Mathematics
Deloitte Tax January 2006 - Present
HCA June 2004 - December 2005
Skills
Tax Accounting, Sarbanes-Oxley Act, Corporate Tax, CPA, SEC filings, GAAP, Tax Research, Tax, Income Tax, Big 4
Education
Belmont University 2005 — 2006
Masters, Masters of Accountancy
Belmont University 2000 — 2004
BS, Accounting
Duff & Phelps September 2008 - Present
CRA International July 2005 - October 2008
Deloitte Tax April 2002 - July 2005
Deloitte & Touche LLP 2002 - 2005
Arthur Andersen 2001 - 2002
Ernst & Young LLP 1996 - 2001
Skills
Transfer Pricing, International Tax, Business Valuation, Valuation, Due Diligence, Economics, Financial Modeling, Mergers, Tax, Restructuring, Financial Analysis, Corporate Finance, Management Consulting, Private Equity, Corporate Tax, Cross-border..., Benchmarking, Intellectual Property..., Accounting, Econometrics, Equity Valuation, Corporate Governance, Finance, Investments, Financial Structuring, Forensic Accounting, Financial Reporting, Licensing, Tax Law, Litigation Support, Equities, Business Strategy, Tax Advisory, Intangible Assets, Venture Capital, US GAAP, Intellectual Property
Education
The University of Chicago 1995 — 1997
MA, Economics
Bates College 1990 — 1994
BA, economics and mathematics
Commonwealth of Pennsylvania August 2014 - Present
The Private Client Law Group September 2012 - December 2013
Morris, Manning & Martin, LLP October 2011 - September 2012
Deloitte Tax August 2010 - September 2011
McGuireWoods July 2007 - July 2010
Carruthers & Roth, P.A. September 2004 - August 2006
Deloitte & Touche August 2000 - August 2001
Price Waterhouse Coopers July 1997 - August 2000
Ernst & Young LLP January 1995 - January 1997
Skills
Tax, International Tax, Corporate Law, Legal Research, Tax Law, Private Equity, Real Estate Transactions, Joint Ventures, Tax Credits, Partnership Taxation, Sales tax, State and local tax, Mergers and Acquisitions, Non-profits, Due Diligence, Mergers & Acquisitions, State Tax
Education
New York University School of Law 2006 — 2007
LL.M., Taxation
University of North Carolina at Chapel Hill 2001 — 2004
Doctor of Law (JD)
Kutztown University of Pennsylvania 1990 — 1994
B.S., Accounting
Deloitte Tax July 2011 - Present
Skills
Tax Law, Legal Research, Tax, High Net Worth..., International Tax, Sarbanes-Oxley Act, Business Process..., Due Diligence, Internal Audit, Accounting, Auditing, Financial Analysis, Financial Reporting, Business Planning, Financial Accounting
Education
Quinnipiac University School of Law 2007 — 2010
JD, Taxation
Hamilton College 2002 — 2006
BA, Government
Deloitte Tax September 2015 - Present
Deloitte Tax, LLP January 2013 - Present
Deloitte Tax, LLP June 2012 - April 2013
Deere & Company October 2011 - June 2012
Augustana College August 2011 - November 2011
Skills
Proficient in Microsoft..., Proficient with SAP, Proficient using..., Proficient using SAS/JMP, Account Reconciliation, 1099 Preparation, Process Improvement
Education
Augustana College 2009 — 2013
Bachelor of Arts (B.A.) Cum Laude, Accounting, Finance
Exelon December 2014 - Present
Parker and Lynch March 2012 - November 2014
Deloitte Tax LLP July 2009 - January 2012
Deloitte Tax June 2008 - August 2008
INROADS June 2006 - August 2008
Skills
Accounting, Tax, Income Tax, Excel, PowerPoint, Financial Analysis, Finance, Auditing, Microsoft Excel, Financial Reporting, Financial Accounting, GAAP, Payroll, General Ledger
Education
Governors State University 2008 — 2009
Masters of Science, Accountancy
Millikin University 2004 — 2008
Bachelor of Science, Accounting
Holland & Knight LLP September 2004 - Present
Deloitte Tax February 2001 - September 2004
Skills
Tax Law, Corporate Law, Private Equity, Venture Capital, Hedge Funds
Education
Boston University School of Law 2000 — 2001
Master of Laws (LL.M.), Tax Law/Taxation
Albany Law School of Union University 1996 — 1999
Doctor of Law (J.D.)
Almeida Tax Consulting October 2006 - Present
Deloitte Tax 1994 - 2006
Deloitte Tax 1994 - 2006
Skills
Sales Tax, Use Tax, Tax Research, Tax, Gross Receipts Taxes, Gross Receipts, Internal Controls, Tax Advisory, State Tax, CPA, Accounting, Corporate Tax, Sarbanes-Oxley Act, Sales & Use Tax, Financial Reporting, Mergers & Acquisitions, Auditing, Due Diligence, Tax Accounting, Tax Law, Restructuring, GAAP, Income Tax, Partnership Taxation, Tax Returns, US GAAP, Tax Preparation, VAT, Forensic Accounting, Financial Accounting
Education
California State University-Los Angeles 1979 — 1985
Bachelor of Science, Accounting
Pasadena City College 1979 — 1982
Bachelor of Science (BS), Accounting and Finance
Malott Law, LLC February 2007 - Present
Deloitte Tax 2005 - 2006
Hedeker & Perrelli, Ltd. 2002 - 2004
PricewaterhouseCoopers 1999 - 2001
Aerial Communications, Inc. 1995 - 1996
Gulfstream Aerospace Corporation 1991 - 1995
Skills
Tax, Estate Planning, Negotiating Contracts, Contract Review, Business Analysis, Business Management, New Business Development
Education
Emory University 1996 — 1999
Doctor of Law (J.D.)
The University of Pittsburgh Graduate School of Business 1987 — 1989
Master of Business Administration (MBA), Finance and Operations
Penn State University 1983 — 1987
B.S., Mathematics
Thomson Reuters June 2009 - Present
Deloitte Tax August 2006 - February 2009
Education
Fordham University
Catholic Health Initiatives September 2014 - Present
Rehmann June 2008 - June 2014
Deloitte Tax August 2006 - June 2008
Monroe Sweeris and Tromp P.C. 2000 - 2006
Skills
Income Tax, Corporate Tax, Tax Accounting, Tax Preparation, Tax Research, CPA, Tax, Tax Returns, Trusts, GAAP, US GAAP, Partnership Taxation, Tax Advisory, US Tax, International Tax, FIN 48
Education
Grand Valley State University 1994 — 1998
MST, Taxation
Michigan State University 1978 — 1982
Bachelor's degree, Accounting
Ballard Spahr LLP September 2012 - Present
Woman Ambassadors for Business, Inc. April 2008 - Present
Shulman Rogers Gandal Pordy & Ecker, P.A. September 2006 - September 2012
Deloitte Tax 2002 - 2006
Greenberg Traurig, LLP 2000 - 2002
KPMG LLP 1999 - 2000
Skills
Securities, Corporate Law, Investments, Mergers, Hedge Funds, Mergers & Acquisitions, IPO, Investment Banking, Due Diligence, Equities, Real Estate, Start-ups, Financial Services, Mutual Funds, Portfolio Management, Venture Capital, Corporate Governance, Entrepreneurship, Private Equity, Joint Ventures, Funding, Securities Regulation, Intellectual Property, Tax
Education
Georgetown University Law Center 1994 — 1995
LL.M., Taxation
Golden Gate University, School of Law 1991 — 1994
J.D., Law
Santa Clara University 1986 — 1990
Bachelors of Science, Neurological Psychology - Pre-Med
Pacific Grove High School
Deloitte Tax July 2007 - Present
Education
Indiana University Bloomington 1983 — 1987
Deloitte December 2002 - Present
Deloitte Services LP 2002 - Present
Deloitte & Touche 2002 - Present
Deloitte Tax 2002 - Present
KMPG July 1998 - December 2002
Skills
Accounts Receivable, Financial Reporting, Finance, Internal Controls
Education
Edinboro University of Pennsylvania 1988 — 1992
Deloitte Tax 2003 - Present
Pension Rights Center June 2003 - December 2003
Hale and Dorr August 2000 - June 2002
Education
Georgetown University Law Center 2002 — 2003
LL.M., Certificate in Employee Benefits, Tax and Employee benefits
New York University School of Law 1997 — 2000
JD
Brandeis University 1993 — 1997
Jericho High School
Grant Thornton LLP December 2013 - Present
Deloitte Tax July 2012 - December 2013
PricewaterhouseCoopers August 2008 - June 2012
Higham, Richards & Vranes, CPAs February 2006 - August 2008
KPMG January 2003 - January 2006
Skills
Partnership Taxation, Tax, Income Tax, Tax Research, Tax Accounting, Corporate Tax, FIN 48, Tax consulting
Education
Brigham Young University 2000 — 2002
Master, Accounting - Tax
Blaser Tax Consulting July 2006 - Present
Cherry Bekaert & Holland, LLP December 2003 - July 2006
Deloitte 1996 - 2003
Deloitte Tax 1996 - 2003
Education
Brigham Young University 1993 — 1996
Spansion 2013 - May 2015
Armanino McKenna January 2008 - 2013
Deloitte & Touche LLP 1998 - 2004
Deloitte Tax 1998 - 2004
Deloitte 1998 - 2004
Skills
Tax, GAAP, Corporate Tax, SEC filings, US GAAP, CPA, Accounting, Tax Accounting
Education
Gonzaga University School of Law 1994 — 1998
Doctor of Law (J.D.)
Gonzaga University - School of Business Administration 1993 — 1998
Accounting, Accounting
Quarles & Brady LLP November 2014 - Present
Dana Law Firm September 2008 - October 2014
Deloitte Tax July 2007 - August 2008
Prudential Financial 2002 - 2004
Skills
Estate Planning, Probate, Trusts, Wills, Tax, Tax Law, Estate Tax Planning, Asset Protection, Succession Planning, Estate Administration, Income Tax, Guardianship, LLC, Business Formation, Legal Writing, Powers of Attorney, Corporate Law, Legal Research, Financial Planners, Gift Tax, Elder Law
Education
New York University School of Law 2007 — 2010
LLM, Taxation
Seton Hall University School of Law 2004 — 2007
JD, Law
University of Phoenix 2002 — 2004
MBA, Business Management
Arizona State University - W. P. Carey School of Business 1998 — 2001
BS, Economics
Deloitte August 2014 - Present
Deloitte August 2011 - August 2014
Deloitte January 2010 - August 2011
Levine and Schmutter January 2005 - May 2008
Deloitte Tax June 2007 - August 2007
Skills
Accounting, Income Tax, Corporate Tax, Tax, Tax Accounting
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MS, Taxation
Yeshiva University 2004 — 2008
BS, Accounting
Deloitte Tax August 2012 - Present
KPMG, LLP November 2011 - July 2012
Deloitte Tax May 2002 - October 2011
Skills
Corporate Tax, Tax, Tax Research, Tax Advisory, Partnership Taxation, Income Tax, SEC filings, International Tax, Tax Accounting, Transfer Pricing, Big 4, Tax Law, CPA, US Tax, Accounting, Auditing, SEC Filings
Education
Georgetown University Law Center 1995 — 1998
Juris Doctor, Law
University of Illinois 1991 — 1995
Bachelor of Science (BS), Business Administration
S.C. Johnson & Son, Inc. September 2013 - Present
S.C. Johnson & Son, Inc. September 2012 - August 2013
S.C. Johnson & Son, Inc. April 2011 - September 2012
Deloitte Tax July 2007 - March 2011
PwC September 2004 - June 2007
Robert W. Baird & Co. May 2000 - July 2001
Skills
International Tax, Tax, Corporate Tax, Transfer Pricing, Finance, Corporate Law, Tax Research
Education
Georgetown University Law Center 2006 — 2009
LLM with distinction, Taxation
Marquette University Law School 2001 — 2004
Marquette University 1997 — 2000
BS in Busines Administration, Finance and Economics
Marquette University High School
Deloitte Tax May 2014 - Present
Ernst & Young 2007 - April 2014
GE Real Estate 2003 - 2007
GE Commercial Finance - Real Estate 2001 - 2006
Deloitte 1991 - 1995
Skills
Real Estate, Investments, Restructuring, Due Diligence, International Tax, Tax, Corporate Tax, Private Equity, Financial Analysis, Corporate Finance, Tax Law, Mergers
Education
American University, Washington College of Law 1994 — 1997
JD
Georgetown University Law Center 1995 — 1996
Tax
Florida State University 1984 — 1988
Lifemax, Inc. November 2012 - Present
Kelly S Mathews LLC July 2007 - August 2011
Deloitte Tax May 2002 - July 2007
Arthur Andersen 1994 - 2002
KPMG LLP 1997 - 2000
Skills
Tax Accounting, Business Strategy, Accounting, Strategic Planning, Auditing, Tax Research, Income Tax
Education
Drake University 1990 — 1994
BSBA, Accounting
DBRS February 2011 - Present
Deloitte Tax January 2010 - February 2011
Deloitte Tax September 2008 - December 2009
Education
Georgetown University Law Center 2007 — 2008
LL.M., Taxation
Queen's University 2004 — 2007
LL.B., Law
McMaster University 2000 — 2004
Honors BComm., Finance
MarketAxess June 2010 - Present
Deloitte Tax January 2007 - June 2010
Ernst & Young 1997 - 2004
Skills
Corporate Tax, Tax Research, Tax Accounting, International Tax, Tax, Income Tax, Partnership Taxation, CPA, US GAAP, SEC filings, Accounting, Auditing, Financial Reporting, US Tax, GAAP, SEC Filings, Sarbanes-Oxley Act
Education
Wichita State University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Guilford College 1989 — 1990
Accounting
Heavy Duty Trucking November 2013 - Present
Delcar, Inc D/B/A Rock Transport November 2013 - Present
M&M Holdings I, Inc October 2013 - Present
Meador & Meador CPAs, LLC September 2009 - Present
Deloitte Tax January 1993 - January 2009
Deloitte 1993 - 2009
Price Waterhouse July 1988 - January 1993
Skills
Financial Reporting, Corporate Tax, Auditing, Accounting, Assurance, Internal Controls, Sarbanes-Oxley Act, Tax, US GAAP, GAAP, SEC filings, CPA, Financial Analysis, Income Tax, External Audit, Tax Accounting
Education
Boston University 1982 — 1986
MBA, Business
Ouachita Baptist University 1978 — 1982
B.A., Accounting
Jonsson Tax and Consulting October 2011 - Present
Merial, a Sanofi Company 2013 - 2015
Marshall Jones & Company February 2010 - September 2011
Accretive Solutions June 1993 - July 2009
BWAY 2006 - 2007
Deloitte Tax 2002 - 2006
National Data Corporation 1998 - 2000
Bellsouth 1993 - 1997
Coopers & Lybrand Consulting 1989 - 1993
Skills
Tax Accounting, Tax, Income Tax, Corporate Tax, International Tax, Accounting, CPA, Tax Research, Financial Reporting, Partnership Taxation, Auditing, Sales Tax, US GAAP, Tax Preparation, GAAP, Sarbanes-Oxley Act, General Ledger, Fixed Assets
Education
Emory University - Goizueta Business School 1985 — 1989
MBA, Accounting
Emory University School of Law 1985 — 1989
JD, Taxation
Rhodes College 1981 — 1985
Deloitte Tax September 2003 - Present
US Treasury August 2000 - July 2003
Baker Botts LLP April 1995 - July 2000
Education
UNC Chapel Hill 1989 — 1992
Doctor of Law (JD)
Bowdoin College
AB
Robert Morris University August 2012 - Present
Robert Morris University September 2011 - Present
Deloitte Tax 1976 - 2010
Skills
Accounting, Sarbanes-Oxley Act, Leadership, Financial Reporting, Tax, Internal Controls, International Tax, Management Consulting, Financial Analysis, GAAP, Strategic Planning, Public Speaking, Auditing, Fundraising, Nonprofits, External Audit
Education
Robert Morris University 1985 — 1988
Master's degree, Taxation
Carnegie Mellon University 1974 — 1976
Bachelor's degree, Economics
Deloitte Tax May 2002 - Present
Skills
International Trade, Internal Controls, Customs Regulations, Management Consulting, Trade Compliance, Auditing, Export Controls, International Law, International Relations, International Business, Import/Export Operations, Customs Valuation, Customs Brokerage, Automation, Export-Import
Education
Boston Univ. Law 1991 — 1994
Doctor of Law (J.D.), International Law
Boston University Graduate School 1991 — 1994
Master of Arts, International Relations
California State University-Fullerton 1982 — 1987
Bachelor of Arts (B.A.), International Business/ French w / Philosophy minor
Mattei Holdings LLC 2008 - Present
Wachovia Wealth Management 2005 - 2008
Deloitte Tax 1997 - 2005
Education
Florida State University
BS, Political Science (minor in International Affairs)
Florida State University - College of Business
BS, Accounting
Florida State University - College of Business
Masters of Accounting, Taxation
Internal Revenue Service April 2015 - Present
Internal Revenue Service September 2011 - Present
PricewaterhouseCoopers September 2010 - September 2011
Bergquist & Rossi P.C. March 2009 - September 2010
DLA Piper August 2006 - January 2009
Deloitte Tax July 2004 - August 2006
Skills
Econometrics, Economics, Tax, Tax Law, Transfer Pricing, Corporate Tax, International Tax
Education
Columbia University in the City of New York
Economics
Choi, Kim & Park LLP October 2013 - Present
EY Korea May 2011 - October 2012
EY October 2008 - October 2009
Deloitte Tax December 2005 - September 2008
Skills
International Tax, Tax Research, Tax Law, Due Diligence, Asset Management, Corporate Tax, Tax, Transfer Pricing, Mergers, Restructuring, Financial Reporting, Accounting, Mergers & Acquisitions, Financial Analysis
Education
Boston University School of Law 2003 — 2004
LL.M., Taxation
New York Law School 2000 — 2003
J.D., Law
University of Michigan - Ann Arbor 1996 — 2000
B.A., Liberal Arts, Philosophy
Whitney High School 1992 — 1996
Deloitte Tax August 2014 - Present
Deloitte Tax August 2011 - August 2014
Deloitte & Touche LLP April 2011 - July 2011
Deloitte January 2006 - April 2011
Skills
Financial Analysis, Data Analysis, Due Diligence, Business Analysis, Financial Modeling, Business Process..., Transfer Pricing, Risk Management, Management Consulting, Operating Models, Project Management, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
American University - Kogod School of Business 2002 — 2005
Bachelor of Science (BS), Business Administration - Finance
Pilot Thomas Logistics June 2013 - Present
Deloitte Tax July 2006 - June 2013
UHY Advisors August 2004 - July 2006
Ernst & Young May 2002 - August 2004
Arthur Andersen & Co. August 2000 - May 2002
Louisiana Department of Revenue March 1999 - May 2000
Skills
Sales Tax, Use Tax, State and Local Tax, Property Tax, Tax Services, Federal Excise Tax, Legal Research, Project Management, Motor Fuels Taxes, State Tax, Tax, Big 4, Tax Law, Tax Research, US Tax, Tax Accounting, Sales & Use Tax
Education
Louisiana State University, Paul M. Hebert Law Center 1997 — 2000
J.D., Law
Florida State University 1993 — 1996
B.S., Criminology
Cardinal Mooney High School 1989 — 1993
Diploma
Deloitte August 2014 - Present
Deloitte Tax August 2007 - Present
Deloitte 2000 - Present
Deloitte & Touche 2000 - Present
Education
Indiana University Bloomington 1995 — 2000
MBA in Accounting, BS, Accounting, Accounting
PwC December 2013 - Present
Deloitte Tax April 2000 - November 2013
The Men's Wearhouse February 1997 - April 2000
Skills
Resource Management, Office Management, Business Process..., Management Consulting, Business Analysis, Accounting, Tax, Data Analysis, Program Management, Change Management, Office Administration, Executive..., Client Liaison, Liaison, Purchasing, Conference Coordination, Conference Organization, Event Planning, Event Management, Corporate Events, Capital Purchases, Financial Analysis
Education
Central Texas College 1981 — 1983
Killeen High School 1973 — 1976
Deloitte Tax September 2006 - Present
Arthur Andersen LLP August 1997 - May 2002
Arthur Andersen LLP September 1993 - August 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
Master of Science (MS), Taxation
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (BS), Accounting
EY September 2015 - Present
Hewlett-Packard July 2014 - September 2015
Deloitte Tax LLP September 2008 - July 2014
Deloitte Tax 2008 - 2012
Skills
Mergers, Private Equity, Restructuring, International Tax, Mergers & Acquisitions, Legal Advice, Tax, Intellectual Property, Financial Structuring, Start-ups, Cross-border..., Due Diligence, Tax Law, Corporate Tax, Tax Advisory, Tax Accounting, Corporate Governance, Transfer Pricing, Tax Research
Education
Georgetown University Law Center 2006 — 2007
Tax LL.M., Tax - International and Domestic Federal Taxation
Baylor University
Culver Military Academy
Other
SMU
St. Mary's University School of Law
Boeing December 2013 - Present
Deloitte Tax January 2008 - November 2010
Drinker Biddle & Reath LLP January 2005 - July 2007
Seyfarth Shaw September 2002 - December 2004
Hewitt Associates June 1995 - August 2000
PricewaterhouseCoopers February 1992 - May 1995
Skills
Employee Benefits, Tax, Health & Welfare..., Legal Research
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1998 — 2002
JD
DePaul University 1989 — 1993
BS, Commerce - Accounting
Aequitas Capital December 2014 - Present
Climax Portable Machine Tools September 2011 - December 2014
Evraz Inc NA March 2011 - June 2011
Accero Inc. April 2010 - March 2011
Con-way October 2007 - April 2010
Grant Thornton LLP October 2005 - September 2007
Deloitte Tax 2001 - 2003
Skills
Accounting, Financial Reporting, Tax, SEC filings, Microsoft Excel, Tax Accounting, Financial Analysis, Auditing, Internal Controls
Education
Utah State University 2000 — 2001
Master's degree, Accounting
Brigham Young University 1996 — 1999
Bachelor of Science (B.S.), Accounting
BNY Mellon September 2010 - Present
Global Logistics 2011 - 2013
Global Logistics 2011 - 2013
Deloitte Tax September 2007 - May 2009
PNC Global Investment Servicing January 2006 - August 2007
PNC Financial Services Group 2003 - January 2006
Skills
Accounting, Internal Controls, Financial Reporting, Tax, Tax Research, Auditing, Tax Accounting, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Financial Analysis, Income Tax, Microsoft Excel, Finance, Corporate Tax, Financial Statements, Investments, GAAP, Budgets, General Ledger
Education
Eastern University 2000 — 2002
MBA, Non Profit Management
Andrews University 1994 — 1999
BBA, Accounting
Alvarez and Marsal Taxand, LLC May 2007 - Present
Deloitte Tax January 2001 - April 2007
Education
Florida International University 2000 — 2000
Masters of Taxation
Deloitte Tax January 2011 - Present
National City Bank August 2005 - March 2010
Deloitte 2000 - 2005
Ernst & Young 1997 - 2000
Meaden & Moore 1996 - 1997
KPMG September 1991 - October 1996
Education
Baldwin Wallace University
Magnificat
Wendy's/Arby's Group, Inc. 2009 - Present
Deloitte Tax LLC February 2007 - February 2009
Deloitte Tax 2007 - 2009
Coca-Cola Enterprises February 2006 - February 2007
Skills
Fixed Assets, Tax, Compliance, Mergers, Income Tax, Tax Research, Mergers & Acquisitions, State Tax, Accounting, Analysis, Tax Preparation, Corporate Tax, GAAP, Sales Tax, Financial Analysis, Finance
Education
Liberty University 2009 — 2011
MBA, Accounting
Georgia State University - J. Mack Robinson College of Business 2004 — 2006
BBA, Accounting
St. Patrick's High School
Deloitte Tax August 2015 - Present
Deloitte Tax September 2010 - Present
Deloitte Tax 2007 - 2010
RSM McGladrey 2005 - 2007
alamo pharmaceuticals 1999 - 2004
Skills
Accounts Payable, CPA, GAAP, Corporate Tax, Income Tax, Tax, Tax Accounting, Tax Research, Auditing
Education
University of Southern California - Marshall School of Business 2009 — 2012
Masters of Business Taxation
California State University-Fullerton - College of Business and Economics 2002 — 2004
Accounting
Elliott Davis October 2009 - Present
Deloitte Tax September 2000 - July 2009
InterVarsity Christian Fellowship/USA July 1991 - June 1997
Education
James Madison University 1997 — 2000
Master of Science in Accounting, Accounting
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Arts, History/International Studies
Deloitte Tax January 2007 - Present
Dick S. Lin C.P.A. January 2006 - December 2006
PwC July 1997 - July 1998
Skills
Microsoft Office, Mandarin, Japanese, Tax preparation software
Education
California State University-Fullerton 2005 — 2007
Master of Business Taxation, Taxation
Deloitte Tax October 2008 - Present
PricewaterhouseCoopers - Service Delivery Center (PwC SDC) 2004 - 2008
Skills
Auditing, Accounting, Financial Reporting, Tax, IFRS, Financial Analysis, Financial Accounting, Corporate Tax
Education
American University
Master of Business Administration (MBA), Taxation
Boston University
Accounting
Jeanne A. Shannon, APC Preparation and Review of tax returns. Tax Planning for both business and personal tax to minimize your overall taxes.CPASan Diego Tax & Accounting Center2009 - Present
Deloitte Tax September 1978 - 1990
Skills
Financial Analysis, Strategic Financial..., Due Diligence, Tax Accounting, ProSystem fx Tax, Entity Selection, Business Tax Planning, CCH ProSystem fx, Compilation, GAAP, State Tax, Gift Tax, GoSystems, Estate Tax Planning, IRS problem resolution, Personal Tax Planning, S Corporations, CPA, Tax, Accounting, QuickBooks
Education
Golden Gate University 1984 — 1986
MS, Taxation
Creighton University 1971 — 1974
BA, Speech, English and Secondary Edu
Deloitte Tax 2005 - Present
KPMG January 2000 - January 2005
Skills
Employee Benefits, Retirement Planning, Mergers & Acquisitions, Deferred Compensation, Tax, Due Diligence, Executive Pay, Retirement
Education
The College of William and Mary - Marshall Wythe Law School 1995 — 1998
JD, Law
College of Charleston 1991 — 1993
B.S, Accounting, Magna Cum Laude
College of Charleston 1991 — 1993
Bachelor of Science (BS), Magna Cum Laude, Accounting; Business Administration
Wesleyan Adademy
Law Offices of Nancy T Stanislawski January 2014 - Present
Law Offices of Nancy T Stanislawski January 2012 - Present
WTAS August 2005 - January 2012
Deloitte Tax May 2002 - August 2004
Arthur Andersen LLP August 1996 - May 2002
University of Hawaii-Hilo/Hawaii Community College August 1994 - May 1996
Horwood Marcus & Berk February 1992 - February 1993
McDermott Will & Emery 1988 - 1992
Skills
Tax Controversy, Tax Research, Sales Tax, Tax, SEC filings, Estate Planning, Financial Planners, International Tax, Cash Flow, State Tax, Auditing, Income Tax, Financial Reporting, Tax Accounting, Tax Advisory, Forensic Accounting, Accounting, Property Tax, Estate Tax Planning, Partnership Taxation, LLC, Tax Law, Mergers & Acquisitions, Due Diligence, CPA, Trusts, High Net Worth..., Corporate Tax, Transfer Pricing
Education
Washington University in St. Louis School of Law 1983 — 1986
JD, Law
Drake University 1981 — 1983
BSBA, Accounting/Finance
Deloitte Tax May 2002 - Present
Arthur Andersen & Co. September 1993 - May 2002
Treasury Department, IRS September 1977 - September 1993
Skills
Tax, Corporate Tax, Income Tax, Tax Advisory, Tax Accounting
Education
Arizona State University 1970 — 1977
Juris Doctor, Law
Midwest Bus Corporation AttorneyRudolph Law Office PLLCJanuary 2009 - Present
Deloitte Tax 2003 - 2005
Dana & Pariser 1996 - 2003
Skills
Contract Negotiation
Education
Capital University Law School 1999 — 2002
LLM, Taxation
University of Dayton School of Law 1994 — 1996
JD
The Ohio State University 1989 — 1993
B.A.
Sievers CPA PLLC June 2010 - May 2014
Sievers Family Farms, LLC January 2011 - December 2013
Deloitte Tax March 2007 - April 2009
Deloitte & Touche January 2006 - March 2007
Skills
Auditing, Accounting, Tax, Financial Reporting, Leadership, Internal Controls, Financial Analysis, Microsoft Office, Strategic Planning, US GAAP
Education
Iowa State University - College of Business 2001 — 2005
Master's, Accounting
Tax Advisory Services Group, LLC March 2012 - Present
Sheridan Production Company January 2011 - February 2012
Deloitte Tax January 2007 - December 2010
Skills
Tax Research, CPA, Tax, Big 4, Corporate Tax, Tax Accounting, US Tax, Accounting, Internal Controls, GAAP, Tax Advisory, Financial Accounting
Education
East Carolina University 2006 — 2007
BSBA, Accounting
East Carolina University 2001 — 2005
BSBA, Management Information Systems
Deloitte Tax June 2001 - Present
Don Singer Consulting, LLC September 1995 - May 2001
Cadence Design Systems 1987 - 1995
American Micro Systems June 1984 - 1987
Skills
Income Tax, Tax, Tax Accounting, Analysis, Auditing, Internal Audit, Management, Financial Reporting, Accounting, Financial Analysis, Consulting, Big 4, Due Diligence, International Tax, Corporate Tax, Sarbanes-Oxley Act, Tax Research
Education
Cabrillo College
Liberal Arts, Music
UC Santa Cruz
BA, Computer and Information Science
Daniel W. Zimbler, Esq. March 2009 - Present
Hanson Bridgett LLP September 2008 - February 2009
Deloitte Tax January 2007 - August 2008
Chang Ruthenberg & Long September 2002 - December 2006
Innovative Staffing Concepts 1999 - 2002
Kelly Law Registry 1996 - 1999
Skills
Employment Law, ERISA, Legal Research, Legal Writing, Mergers, Executive Pay, Tax Law, Corporate Law, Litigation Support
Education
Emory University School of Law
Doctor of Law (JD)
The John Marshall Law School
LLM, Employee Benefits
State University of New York at Albany
Bachelor of Arts (BA)
State University of New York at Albany
MA, criminal justice
Castle & Cooke January 2012 - Present
Deloitte Tax January 2007 - January 2012
Deloitte Tax LLP 2001 - January 2007
Education
California State University-Northridge 1994 — 1999
BS, Accounting
Deloitte Tax 1985 - Present
Skills
Finance, Financial Structuring, Financial Modeling, Microsoft Excel, Compliance, Strategy, Internal Audit, Forecasting, Corporate Tax, Income Tax, Accounting, Tax, Auditing
Education
Brigham Young University
Master's degree, Accounting- Tax Emphasis
Deloitte Tax September 1989 - Present
Skills
Tax, Corporate Tax, International Tax
Education
Maurice A. Deane School of Law at Hofstra University 1987 — 1990
JD, Law
Hofstra University 1983 — 1987
BBA, Accounting
New York University School of Law
LL.M., Tax Law
AIG January 2014 - Present
Deloitte Tax August 2010 - January 2014
QBE the Americas February 2008 - August 2010
Deloitte Tax January 2006 - February 2008
Skills
Sarbanes-Oxley Act, Tax Accounting, GAAP, Tax, Corporate Tax, SEC filings
Education
Bentley College 2004 — 2006
Masters of Science, Taxation
The University of Connecticut 2000 — 2004
Bachelor of Science, Accounting
Deloitte Tax January 2014 - Present
. July 2012 - Present
Crowe Horwath LLP September 2008 - July 2012
Deloitte Tax LLP May 2002 - October 2007
Andersen November 1998 - May 2002
Skills
Income Tax, Estate Tax Planning, Fiduciary Taxation, Individual Taxation, Gift Tax
Education
Benedictine University 1994 — 1998
Bachelor of Business Administration (BBA), Accounting
Deloitte Tax October 1991 - Present
Skills
Accounting, Tax
Education
Baruch College
Master of Business Administration (MBA) / Bachelor of Science, Taxation
Touro College
Bachelor of Science (B.S.), Accounting
Deloitte Tax LLP June 2015 - Present
Deloitte Tax June 2014 - August 2014
R. Neuhaus & Associates December 2013 - April 2014
Skills
Accounting, Analysis, Analytics, Wealth Management, Securities, Tax, Research, Financial Modeling, Corporate Finance, Economics, Financial Analysis, Finance, Account Reconciliation, Corporate Tax, Tax Accounting, Financial Accounting, Tax Law, Business Strategy, Income Tax, Auditing
Education
Fairleigh Dickinson University 2013 — 2015
Master of Science (MS), Accounting
Beth Medrash Govoha 2008 — 2012
Bachelor of Science (BS), Talmudic Studies
SAGEN Trust Company, Inc. January 2012 - Present
SAGEN Asset Management, LP July 2007 - December 2011
Bessemer Trust January 2005 - June 2007
Deloitte Tax October 2002 - January 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Investments, Asset Management, Private Equity, CPA, Tax
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BS, Accounting
Deloitte July 2013 - Present
Deloitte Tax June 2012 - Present
Skills
Microsoft Excel, Accounting, Auditing, Financial Analysis, Financial Accounting, Financial Reporting, Microsoft Office
Education
Chicago State University 2009 — 2013
Bachelor of Science (BS), Accounting
Deloitte Tax March 2003 - Present
Skills
Corporate Tax, State & Local Taxation, Tax Advisory, Tax Accounting, Big 4, Accounting, Sarbanes-Oxley Act
Education
Connecticut College
Bachelor of Arts (B.A.)
The University of Connecticut School of Law
Doctor of Law (JD)
University of Hartford
Master of Science (MS), Public Accounting
Deloitte Tax May 2002 - November 2011
Andersen LLP, Office of Federal Tax Services September 1999 - May 2002
New York University Stern School of Business 1995 - 1999
Office of Compliance Consultants 1993 - 1995
KAYE, SCHOLER 1991 - 1992
Education
Amherst College
Bachelor of Arts, Psychology
New York University School of Law
Juris Doctor, Cum Laude
Deloitte Tax August 2014 - Present
Deloitte & Touche December 2007 - July 2014
Grant Thornton LLP 2004 - 2007
Skills
FIN 48, Tax Accounting, Tax Research, Corporate Tax, Tax, International Tax, SEC filings, Income Tax, Big 4, CPA, Transfer Pricing, US GAAP, Accounting, FAS 5, GAAP, Financial Analysis, State Tax, Sarbanes-Oxley Act
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Accounting & Finance
Harbor Day School
St. Margaret's Episcopal High School
Deloitte Tax June 2014 - August 2014
Illinois State Representative February 2013 - June 2013
Ross Stores April 2012 - February 2013
U.S. Bank December 2010 - June 2011
Skills
Microsoft Office 2010, Windows 7 and Windows XP, Speech communication..., Customer Service, Outlook, 10 Key, Retail, Time Management, Data Entry, Deposits, Microsoft Excel, Cashiering, Microsoft Office, PowerPoint, Microsoft Word, Access, Inventory Management, Sales, Customer Satisfaction, Credit, Phone Etiquette, Phone Skills, Retail Sales, Process Scheduler, Telephone Skills
Education
Chicago State University 2009 — 2015
Bachelor's degree, Accounting, Senior
Deloitte Tax March 2013 - Present
PwC 1999 - March 2013
Skills
Sales Tax
Education
Baldwin-Wallace College
Bachelor of Science (BS), Accounting
Deloitte Tax 2002 - Present
Arthur Andersen 2000 - 2002
Education
Louisiana State University 1998 — 1999
Master's degree, Accounting
Louisiana State University 1995 — 1998
Bachelor's degree, Accounting
Webroot July 2013 - Present
Molson Coors Brewing Company April 2012 - Present
Molson Coors Brewing Company January 2011 - April 2012
Molson Coors Brewing Company December 2008 - December 2010
Ernst & Young October 2006 - December 2008
Deloitte Tax November 2003 - October 2006
Benham J. Sims III, Attorney-at-Law May 2000 - July 2002
Arthur Andersen LLP May 2001 - December 2001
H+M Company January 1999 - July 1999
Skills
Treasury, International Tax, Mergers & Acquisitions, Tax, Finance, Strategic Planning, Corporate Finance, Strategic Financial..., Budget Setting, Management, Strategy, Due Diligence, Budgets, Forecasting
Education
University of Denver 2002 — 2003
Master of Laws (LL.M.), Taxation
Louis D. Brandeis School of Law at the University of Louisville 1999 — 2002
Juris Doctor, Law
University of Kansas 1993 — 1998
Bachelor of Science, Accounting and Business Administration
Deloitte Tax January 1997 - Present
Georgetown University Law Center 1989 - 2004
George Mason University 1988 - 2000
Sutherland Asbill & Brennan LLP 1989 - 1996
Office of Chief Counsel IRS 1981 - 1989
University of San Diego 1985 - 1986
Skills
Tax Law, Tax Research, Mergers & Acquisitions, Restructuring, Tax Advisory, International Tax, Corporate Tax Planning
Education
Cornell University
Boston College Law School, Georgetown University Law Center
Deloitte Tax April 2006 - July 2009
Education
California State University-Northridge 2001 — 2004
Bachelor's degree, Accounting
Deloitte Tax May 2002 - Present
Arthur Andersen & Co. May 1994 - May 2002
Education
Auburn University 1988 — 1994
Master's Degree, Accounting