I am in the Financial Institutions and Products group of KPMG’s Washington National Tax and have many years of experience in tax planning and consulting, controversy support, tax compliance, provision preparation, and provision review for both public and privately held clients. This work includes experience serving banks, investment partnerships, asset managers, captive finance companies, and treasury functions of nonfinancial enterprises. In this capacity, I've worked closely with local and global leaders of the tax and treasury functions, and C-level executives.
I regularly speak at the Bank and Capital Markets Tax
Institute and other industry conferences, such as TEI, on various financial
products and industry tax issues.