Overview
Jorge has more than 25 years of experience serving an array of companies, including emerging businesses, middle-market firms, and public business enterprises engaged in various industries. He is known for applying in-depth technical knowledge and industry experience to every engagement to benefit his diverse clientele. This delivery enables him to provide a full range of services to businesses in every lifecycle.
Experience
He has deep experience helping his clients analyze highly complex tax matters, including entity formation, classification and conversion planning issues, accounting method and period elections and changes, consolidated tax return filing elections, tax accounting concerns, Sec 382 analysis and study, and all aspects of ASC 740 compliance involving purchase accounting and foreign operation reporting areas.
Jorge specializes in tax M&A advisory and compliance, ASC 740 tax provision, and tax directorship outsourcing services involving private equity platforms, large private companies, and small public companies. He works with business owners getting ready to sell, private equity platforms engaged in government contracting, and government contractors with over $100 million in annual revenue.
Education & Affiliations
Jorge earned a Bachelor of Science in Accounting from the University of Maryland and is an active member of AICPA and MACPA.
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