Partner

DiRECT 214 545 3970 | EMAIL This e-mail address is being protected from spambots. You need JavaScript enabled to view it | vcard

Brad understands the issues facing established and mature enterprises, both private and public. With more than 16 years of experience in tax and business planning, Brad’s areas of concentration include tax planning and compliance for closely held and public enterprises, accounting for income taxes, uncertainty in income taxes, strategic plans and forecasts, and state and local taxation matters.

Brad’s clients benefit from his business advice on how to maximize tax strategies to support short- and long-range business objectives. He incorporates his extensive experience and intimate knowledge of tax legislation into his clients’ business planning processes, and he works with management to navigate complex tax issues, including compliance issues, and merger and acquisition planning in partnerships and corporations.

Brad has extensive experience in a variety of industries, including energy/oil and gas, real estate and healthcare. Specifically, his energy concentrations include exploration and production (E&P), gathering, carried interest joint venture and other support services, and his real estate experience includes both commercial rental and development.

Certifications:
Certified Public Accountant (CPA), Texas

Education:
Master of Taxation, University of Denver Graduate Tax Program, 1995
BBA, Accounting, Oklahoma State University, 1993

Services:
Tax Services

Industries:
Healthcare
Manufacturing and Distribution
Nonprofit
Oil and Gas
Real Estate
Construction

Professional and Community Involvement:
American Institute of Certified Public Accountants (Member)
Texas Society of Certified Public Accountants (Member)
Texas Society of Certified Public Accountants – Dallas Chapter (Member)
Boy Scouts of America – Troop 226 (Volunteer)
Dallas Children's Museum (Treasurer, 2001-2004)

Publications and Speeches:
FIN 48 Seminar, September 2007

Presentation Topics:
Tax and business planning
FIN 48
FAS 109