Tax Partner and Market Leader - Crowe, LLP - Salt Lake City, UT
(2023-08)
- Salt Lake City Market Leader / Host
- Quarterly Salt Lake City Roundtables with West Region Risk Consulting & Tax Leadership on topics such as Top Risks of 2026, Global Tax Structuring, AI Governance & Internal Audit-related topics, Cybersecurity, etc.
- Annual Salt Lake City Real Estate Roundtable - Topics: REITs, QOF's and QOZB's, 721 JV's and Economic Trends in U.S. and State-by-State Real Estate
- Sponsor and Host Park City ACG DealSource Summit
- Co-Hosted with FBT-Gibbon's Scott Dolson - Section 1202 QSBS Office Hours Virtual Session – Overview and Real World Scenarios
- Real Estate – Developers, operators, and owners of propco's, and funds – Multi-family, office, for rent / sale condos and townhomes, mixed-use, and single-family tax compliance and consulting – Cost Seg rate arbitrage planning with PPA & Unrecap. 1250, 45L, Repairs, QOF, and 1031 planning and structuring.
- Technology, Manufacturing, and Healthcare – Corporate ASC 740 provision preparation and audits, income tax compliance, and tax consulting, including SALT nexus and apportionment planning, R&D Credits, UNICAP, M&A tax structuring and due diligence, Sec. 382 ownership changes, Loss / NOL and accounting method planning, and choice of entity studies / modeling / solutions (legal step-plan slide decks) taking into account Sec. 1202 QSBS timing and structuring (10X multiplier), including Sec. 357(c) c
- Private Equity Groups – GP, Management Co, Fund Management Fee Waivers / Profits Interest Sec. 83(b) Elections / Sec. 1202 QSBS Structuring of Port Co Investments
Tax Partner - WSRP, LLC - Salt Lake City, UT
(2020-08 - 2023-08)
- Real Estate Industry -- Developers, operators, propco's, and funds of multi-family, commercial, mixed-use, and single-family tax compliance and consulting – Cost Seg rate arbitrage planning with PPA & Unrecap. 1250, 45L, 179D, QOF, 1031, and LIHTC.
- Other Industries: Tech / Distributors / Manufacturing / Retail / Online Retail / Renewable Energy – Corporate ASC 740 provision audits, income tax compliance, and tax consulting including both public and PE/VC-backed and closely held private companies, including corporate consolidated multi-nationals. R&D Credits, UNICAP, ITC, SALT Nexus PL-86-272 positions for tangible property, M&A tax structuring, 382, Loss / NOL and accounting method planning.
- Tax Structures – Consolidated groups, FDII C-Corps, IC-DISC, Operating partnerships, Investment partnerships, SPV's, VC/PE/RE Funds, Tiered partnerships, and Family LLC's.
- M&A Tax Consultant -- QSBS/delayed Sec. 351 10X gain conversion/exit-planning, modeling, due diligence, negotiating / purchase price tax gross-up negotiations, structuring – 1202, 351, 704(b), 704(c), 707, 708, 721, 732 redemption indefinite-gain deferral, 734(b), 737, 743(b), Min Gain regulatory reallocations.
- High-net-worth entrepreneurs / owner tax planning, consulting, and compliance – Family LLC's, DAF's, IDGT, and Charitable LLC's.
Tax Director - Private Company Services - PriceWaterhouseCoopers, LLP - Southern California (Irvine)
(2018-08 - 2020-08)
- Lead tax director leading engagement teams in the Private Company Services sector in Southern California.
- Lead teams in the audit and preparation of ASC 740 tax provisions, and in the income tax compliance and tax consulting for public and PE/VC-backed and closely held private companies, including corporate consolidated multi-nationals and tiered-partnership structures for operating and investment partnerships in a variety of industries.
- Advise clients related to corporate and partnership buy-side and sell-side deal tax structuring in coordination with M&A and National offices.
- Advise clients on IPO readiness from a tax perspective, including overall tax positions, tax impacts, ASC 740, favorable deal structuring, and functional needs and processes.
- Coach, mentor, and develop people around soft skills, project management, tax technical skills, and engagement economics.
- Present on and train teams as part of the National Partnership Academy program in the Southwest Market.
- Southwest Market Private Equity business development leader, including finding relationships and networking opportunities to fill opportunity gaps in the market.
Tax Director - PriceWaterhouseCoopers, LLP - Salt Lake City, UT
(2015-07 - 2018-07)
- Advised clients on IPO readiness from a tax perspective, including overall tax positions, impacts, favorable deal structuring, ASC 740 function needs, and processes.
- Advised clients related to corporate and partnership deal structuring, in coordination with National M&A.
- Real Estate Industry -- Developers, operators, propco's, and funds of multi-family, commercial, mixed-use, and single-family tax compliance and consulting – Cost Seg rate arbitrage planning with PPA & Unrecap. 1250, 45L, 179D, QOF, 1031, and LIHTC.
- Other Industries: Tech / Distributors / Manufacturing / Retail / Online Retail / Renewable Energy – Corporate ASC 740 provision audits, income tax compliance, and tax consulting including both public and PE/VC-backed and closely held private companies, including corporate consolidated multi-nationals. R&D Credits, UNICAP, ITC, SALT Nexus PL-86-272 positions for tangible property, M&A tax structuring, 382, Loss / NOL and accounting method planning.
- Tax Structures – Consolidated groups, FDII C-Corps, IC-DISC, Operating partnerships, Investment partnerships, SPV's, VC/PE/RE Funds, Tiered partnerships, and Family LLC's.
- M&A Tax Consultant -- QSBS/delayed Sec. 351 10X gain conversion/exit-planning, modeling, due diligence, negotiating / purchase price tax gross-up negotiations, structuring – 1202, 351, 704(b), 704(c), 707, 708, 721, 732 redemption indefinite-gain deferral, 734(b), 737, 743(b), Min Gain regulatory reallocations.
- High-net-worth entrepreneurs / owner tax planning, consulting, and compliance – Family LLC's, DAF's, IDGT, and Charitable LLC's.
Tax Manager - PriceWaterhouseCoopers, LLP - Salt Lake City, UT
(2013-07 - 2015-06)
- Managed teams of three to five staff in the preparation and review of the Federal and State tax compliance and tax provision (ASC 740) engagements for $100M-$2B multinational private and public, corporate and partnership clients.
- Reviewed Federal and state, consolidated and separate, tax returns for $100M-$2B multinational private and public, corporate and partnership clients.
- Audited the tax provision for $500M-$2B multinational private and public companies
- Identified and implemented tax planning ideas for corporate and partnership clients, including accounting method changes, Cost seg studies, Sec. 263A calculations, Section 199 deductions and R&D Credits.
Senior Tax Associate – Washington National Tax Services Group - Federal Tax Services - PriceWaterhouseCoopers, LLP - Washington DC
(2011-02 - 2012-06)
- Performed tax accounting method planning to accelerate deductions and defer revenue.
- Researched and produced tangible property repair regulation publications for firm-wide and external distribution.
- Performed tax research for Federal tax questions and issues and communicated analysis/conclusions verbally and in written form.
Senior Tax Associate - Washington National Tax Services Group - IRS Service Team - PriceWaterhouseCoopers, LLP - Washington DC
(2011-06 - 2013-01)
- Tax controversy - mitigated tax exposure associated with tax positions through resolution of disputes with the IRS – including penalty abatement / interest calculations / etc.
- Check-the-box and information reporting.
Senior Tax Associate - PriceWaterhouseCoopers, LLP - Salt Lake City, UT
(2010-07 - 2011-01)
- Reviewed Federal and State tax returns for $100M to $10B multinational corporations, high-net-worth individuals, s-corporations and partnerships
- Prepared and audited ASC 740 tax provisions for $100M to $2B multinational public and private companies
- Resolved Federal and State tax issues through tax research and consultation with subject-matter experts
- Coached, mentored and developed people around project management, tax technical skills, engagement economics, and soft skills.
- Coordinated and assisted in driving business development efforts and brand-elevating initiatives in the Asset Management and Technology sectors, including coordinating reach out to PE/VC funds upon news of deals and quarterly 'Hot Topics for Tech' events at client / prospect locations.
- Regularly trained / presented internally and externally (Hot Topic for Tech) in areas of business development, tax reform, ASC 740, and partnership taxation.
Tax Associate - PriceWaterhouseCoopers, LLP - Salt Lake City, UT
(2008-07 - 2010-06)
- Prepared corporate, federal and state consolidated tax returns
- Prepared Operating, Real Estate and Private Equity partnership returns; additionally, prepared foreign partners' tax withholding filings
- Provided tax consulting to public and private companies, closely held companies and individuals
- Financial statement audit rotation (Cash, A/R, Accrued Expenses, Bad Debt Reserves, Prepaid Expenses) receiving excellent client service comments from a first-year client.
- Assisted managers, directors and partners in proposals for tax consulting and tax compliance projects
