Experience

• 

  Greater Cedar Rapids Community Foundation

  • Director of Planned Giving

    • Nov 2014 - Present

    Assisting donors make tax effective charitable gifts.

• 

  Simmons Perrine Moyer Bergman PLC

  • Attorney

    • Mar 2008 - Oct 2014

    The focus of my law practice is taxation with an emphasis on estate planning; corporate transactions and structuring; representing clients in tax controversies; tax issues affecting tax-exempt organizations; employee benefits and legislative advocacy.

• 

  RSM McGladrey, Inc.

  • United States
  • Accounting
  • 700 & Above Employee

  • Managing Director - National Tax

    • Jan 1985 - Nov 2008

     Business consultant to regional tax practices in the Washington beltway, Southern California, Philadelphia and Seattle to grow tax services and improve profitability. Facilitated Southern California leadership meeting to facilitate turnaround in tax profitability and growth.  Led the tax function’s collaborative effort to develop the organizational and reporting aspects of the strategic plan. Developed a comprehensive action plan for a pilot project to meld two service lines (estate and gift taxation and wealth management) into a single service client offering.  Coordinated the firm’s effort to register an investment advisory entity with the SEC and establish the entities, operational guidelines and ethical parameters for the new entities. Organized the tax due diligence project and interoffice reviews for the firm’s $450 million merger with American Express Tax and Business Services.  Led tax practice integration efforts to address and resolve business management and software integration issues. Crafted reference materials for merged practices to use in joining RSM McGladrey.

  • Partner

    • 1990 - 2008

    I served as national leader in estate and gift tax issues, including coordinating conferences with experts throughout the firm, advising on tax practice management and ethical responsibilities and drafting the initial Estate Planning Practice Guide. I also taught seminars on buy-sell agreements, tax planning for high net worth individuals and federal tax legislative developments.