Attorney

• Feb 2021 - Present

Provide legal guidance on various tax matters including the section 41 research credit, section 174 research expenditures and various energy credits, including sections 45, 48, 45J, 45U, 48C, 45X and credit adders provided in the Inflation Reduction Act. Provide legal guidance on various tax matters including the section 41 research credit, section 174 research expenditures and various energy credits, including sections 45, 48, 45J, 45U, 48C, 45X and credit adders provided in the Inflation Reduction Act.

Tax Manager, IRS Controversy Group, Washington National Tax

• Jul 2018 - Jan 2021

Manager, IRS Controversy/Practice and Procedure, Washington National Tax Rotational Program

• Jun 2017 - Jul 2018

Tax Manager

• Aug 2011 - Jul 2018

•Research, analyze and draft memoranda regarding I.R.C. § 41 Research and Development Tax Credit. Qualitative and Quantitative Analysis for a Broad Spectrum of Industries Including Aerospace, Chemical, Food Products, Lighting, Lubrication, Masonry, Medical, and Software.•Advise and support clients during IRS and California Franchise Tax Board audits by reviewing, analyzing and responding to Information Document Requests.•Perform tax research across a broad spectrum of issues to provide clients appropriate tax planning and compliance strategies.•Transactional Cost Analyses to help clients effectively categorize transactional costs to maximize their tax deductions.•Research, analyze and draft memoranda regarding I.R.C. § 199 Deduction (Domestic Production Deduction) for Manufacturing (Aerospace, Chemical, Food Products, Lighting, Petroleum, Masonry, Medical), Architectural, Engineering and Software industries.•Feasibility and Prequalification for Client Targeting and Marketing. Show less

Collections Supervisor

• 2005 - 2006

•Coach and manage a team of 6 to 12 employees engaged in collection efforts of past due accounts to effectively collect on the accounts while following fair debt laws. •Collect on past due accounts deemed difficult to collect on. •Deescalate calls where accountholders asked to speak with a supervisor. •Coach and manage a team of 6 to 12 employees engaged in collection efforts of past due accounts to effectively collect on the accounts while following fair debt laws. •Collect on past due accounts deemed difficult to collect on. •Deescalate calls where accountholders asked to speak with a supervisor.