Certified Public Accountant

Understands the goals of the various stakeholders and the alternative ways those goals can be achieved

Advice has included maximization of credits through re-categorization of costs, contract restructuring and tax planning, all while working within the framework of tax law; creation of transaction structures designed to satisfy the key agendas of various stakeholders; exit strategy development for investors/ developers, including the creation of various option strategies; development of strategies that maximize sponsor return on investment; and creation of transaction structures that permit economic participation by not-for-profits

Tax credit transaction experience includes several hundred projects throughout the country

Has contributed policy advice to working groups across the country, advising on both federal and state tax credit law, consequently generating substantial improvements to the programs and to the public’s understanding of the law