Experience

Tri-Merit

• United States
• Accounting
• 1 - 100 Employee

• Director Of Business Development

  • Feb 2020 - 3 years 11 months

  Greater Chicago Area Tri-Merit supports CPAs, CFOs and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. We work with companies to uncover the engineering, manufacturing and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation.



Tax Point Advisors

• United States
• Accounting
• 1 - 100 Employee

• Director - National Tax Practice

  • Feb 2017 - Jan 2020

  Oklahoma City, Oklahoma Area



Internet Lava, LLC

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Director of Business Development

  • Feb 2016 - Feb 2017

  Houston, Texas Area Internet LAVA, LLC, is a professional web development and internet marketing company focused on helping attorneys and law firms throughout the United States. Our company is committed to providing website design, internet marketing, search engine optimization, and comprehensive services to help lawyers establish a powerful online presence. Internet LAVA's comprehensive package includes everything necessary to establish a dominating internet presence and high-ranking search engine… Show more Internet LAVA, LLC, is a professional web development and internet marketing company focused on helping attorneys and law firms throughout the United States. Our company is committed to providing website design, internet marketing, search engine optimization, and comprehensive services to help lawyers establish a powerful online presence. Internet LAVA's comprehensive package includes everything necessary to establish a dominating internet presence and high-ranking search engine visibility. In order to stay a step ahead of the competition, it is important to properly utilize every internet resource available for attorneys. Our package is designed with a visually appealing, content-rich website at the heart of your online campaign. Internet LAVA differs from other web companies because we continue our efforts well beyond the website itself. A large number of online materials are published elsewhere on the internet and link back to your website. The quality "backlinks" will improve your website search rankings, traffic, and overall exposure and visibility. Some of these online materials include: Blogs Press Releases Article Publications Social Media Profiles Local Maps Local Directories Legal Directories By understanding how to use every resource available to lawyers, we can give you an edge over your competition will greatly increase the overall results. We encourage the active participation of clients, offer one-on-one tutorials, and provide a high level of transparency at every stage in the campaign. Show less



alliantgroup

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Associate

  • May 2014 - Jan 2016

  Houston, Texas Area - Managed files for dozens of clients and delivered millions of dollars in federal and state research and development tax credits to small and mid-size businesses - Analyzed qualification standards and regulations for federal and state research and development credits to determine qualified research expenditures based on client interviews and site visits - Collaborated with quality control and tax controversy services attorneys to improve compliance standards - Interpreted complex tax… Show more - Managed files for dozens of clients and delivered millions of dollars in federal and state research and development tax credits to small and mid-size businesses - Analyzed qualification standards and regulations for federal and state research and development credits to determine qualified research expenditures based on client interviews and site visits - Collaborated with quality control and tax controversy services attorneys to improve compliance standards - Interpreted complex tax code qualification requirements and developed concise communication strategies for discussions with clients - Drafted, reviewed, and revised detailed client-specific reports for research and development qualification projects - Trained new associates in federal code and regulations concerning the research and development tax credit Show less



Level Legal

• United States
• Legal Services
• 1 - 100 Employee

• Project Manager

  • Aug 2011 - May 2014

  Richardson, TX - Manager of all privilege reviews for Fortune 100 technology category leader (Level 2 designated as exclusive privilege review vendor in September 2011) - Developed privilege review protocol with lead privilege counsel for Fortune 100 technology category leader - Trained litigation group staff at client site of Fortune 100 company on application of presumptive privilege guidelines for privilege reviews at request of the director of litigation operations - Managed 70+ attorneys for… Show more - Manager of all privilege reviews for Fortune 100 technology category leader (Level 2 designated as exclusive privilege review vendor in September 2011) - Developed privilege review protocol with lead privilege counsel for Fortune 100 technology category leader - Trained litigation group staff at client site of Fortune 100 company on application of presumptive privilege guidelines for privilege reviews at request of the director of litigation operations - Managed 70+ attorneys for Hart-Scott-Rodino (HSR) Second Request review for multi-billion dollar acquisition of packaging products company - Managed 70+ attorneys for Hart-Scott-Rodino (HSR) Second Request review for $200 million merger between publishers - Successfully managed over 20 completed reviews, including privilege, responsiveness, deposition preparation, and internal investigation reviews for intellectual property litigation, merger clearance, SEC investigation, and shareholder litigation

• Project Associate/Lead Associate

  • May 2010 - Aug 2011

  Tyler, TX - Privilege team lead for preparation and drafting of privilege log for lead counsel to submit to Federal Trade Commission as part of response to Hart-Scott-Rodino Second Request for information concerning billion dollar acquisition of supply chain logistics company - Reviewed document productions and selected documents for deposition preparation in antitrust lawsuit involving Fortune 100 companies - Drafted internal memorandum about attorney-client communication privilege and work… Show more - Privilege team lead for preparation and drafting of privilege log for lead counsel to submit to Federal Trade Commission as part of response to Hart-Scott-Rodino Second Request for information concerning billion dollar acquisition of supply chain logistics company - Reviewed document productions and selected documents for deposition preparation in antitrust lawsuit involving Fortune 100 companies - Drafted internal memorandum about attorney-client communication privilege and work product doctrine issues in electronic discovery - Reviewed documents for privilege and responsiveness during discovery phase of intellectual property litigation for Fortune 100 and Fortune 500 companies - Trained colleagues on various electronic discovery / litigation support platforms such as Relativity, DocuMatrix, iCONECT, and Concordance