As a real estate tax specialist, I advise my clients on planning concerns related to purchases and sales, partner buy-outs and redemptions, tax and debt structuring, historic tax credits, and other community development incentives.
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Furthermore, I consult with clients on how to best utilize the new opportunity zone incentive. As the firm leader of this investment vehicle, I work with those seeking to create opportunity zone funds and am involved in a coalition to help policymakers shape regulations and legislative corrections. I also regularly speak about the program to associations and at conferences, and was named a Top 25 Opportunity Zone Influencer by Opportunity Zone Magazine.
Outside of the real estate realm, I’m a member of our wealth management tax group where I proactively help individual and family office clients minimize their income, estate, and gift taxes.
With more than 10 years of experience at the firm, my clients appreciate that I listen to their challenges and goals, prioritize their concerns, and seek creative solutions. It’s rewarding to have a career where I can balance the technical aspects of taxation and problem-solving with personal client interactions.
I received my B.B.A. in accounting from Michigan State University. I belong to the AICPA, the Michigan Association of CPAs, the Urban Land Institute, and the Detroit Economic Club.
Outside of the office, I spend a lot of my personal time with my husband, my son, and our Schnoodle. I enjoy gardening, reading, attending college and professional sporting events, and cheering for my son in baseball and soccer.
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Experience:
Years of Experience N/A -
Area Of Expertise:
Accountant / Taxation / Tax Planning / Tax Consulting -
Languages:
English -
Accounting Professionals Firm:
Plante Moran, Detroit -
Address:
1098 Woodward Ave
Detroit, MI 48226 -
Phone:
Phone (Office) : 313-496-7200
Mobile : 313-496-7240
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Website:
https://www.plantemoran.com
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