Who I work with
I use my tax and business background to add value to the real estate industry. I work with all types of real estate clients and focus my efforts on advising clients with tax advantaged transactions, while helping make connections with others.
My specialty
I advise clients on various 1031 exchanges, including reverse exchanges, partial exchanges and tenancy in common transactions. I’ve helped S-Corporations with F reorganizations to drop down assets into an LLC to allow admission of new members into LLC. I have advised clients in the structuring of LLC’s and creative exit planning strategies.
When I am not at work
I’m a big fan of poker and love traveling with friends to different destinations to perfect my skills. I love my wonderful children, the eldest of which just graduated college and youngest pursuing a bachelor’s degree. And I’m on the advisory board for the School of Accountancy of Auburn University.
People say I am
I’m passionate about helping my clients succeed and I’ve been told that I’m creative, innovative, smart, and calm in both good times and challenging times.
“creative, innovative,
smart, and calm”