A Tax Director
for Small to Medium-sized Companies

Corporate Loan Staff Resource & Strategic Tax Advisor

I serve as an in-house loan staff resource (tax contractor) to help companies flexibly manage tax compliance, tax provision, tax planning, other special projects.  For longer projects, I work at a competitive project rate that allows me to get into the details and provide value based on my public company, private company, public accounting, and Fortune 500 tax experience.  I also advise companies on international tax matters, as well as how to effectively manage the tax function with limited time and financial resources.  See the About and Services pages for more information on my background, experience, and how my service offerings add value.

Author | CPE Course Developer | Speaker & Seminar Leader

I am also a technical author, instructor, and speaker, and I have been developing and teaching tax-related and other continuing professional education ("CPE") courses to CPAs since 2009.  In this role, I enjoy breaking down complex topics and then working to meet the challenge of explaining them to fellow CPAs and other professionals in a clear, relevant, interesting, and engaging way.  See my Courses page for further details on my CPE offerings and published works such as, "The Missing Tax Accounting Guide - Part 1 - A Plain English Introduction to ASC 740 Tax Provisions."