Experience

Earnd

• United States
• Financial Services
• 1 - 100 Employee

• Chief Product Officer

  • Jan 2022 - Present

  Earnd’s mission is to be a catalyst for technical innovation by helping companies, from startups to mature corporations, uncover and capitalize on R&D tax credits, workforce stimuli, incentives and deductions they’ve earned! If your company’s work involves technical innovation, whether it’s developing new products, processes, formulas, inventions or software, you should reach out to me and our team at www.earnd.co to see if we can uncover savings. Earnd’s mission is to be a catalyst for technical innovation by helping companies, from startups to mature corporations, uncover and capitalize on R&D tax credits, workforce stimuli, incentives and deductions they’ve earned! If your company’s work involves technical innovation, whether it’s developing new products, processes, formulas, inventions or software, you should reach out to me and our team at www.earnd.co to see if we can uncover savings.



BKD CPAs & Advisors

• United States
• Accounting
• 700 & Above Employee

• Managing Director

  • May 2001 - Dec 2021

  I actively manage BKD’s nationally recognized research and experimentation (R&E) tax credit practice. This includes identifying client opportunities as well as conducting and reviewing research credit studies for clients in the manufacturing, software development and other technology related industries. I assist clients who currently do not claim credits to identify, document and calculate available credits, while also helping them implement strategies to efficiently capture qualified research expenses on a go-forward basis. For clients who currently claim a credit, I assist them to improve their processes to better substantiate expenses and maintain documentation consistent with IRS expectations. I have significant experience in defending research credit claims for both public and private companies before the IRS, including representation at the appellate level. My experience includes working with companies that range in size from small, closely held businesses to large, multinational conglomerates. I am a regular speaker at seminars and conferences, including presentations for other CPA and law firms. I have also authored articles for BKD’s e-newsletters, the National Association of Manufacturers, and other publications. Show less