I am one of the leaders of Plante Moran’s Housing and Community Development Solutions Group. I spend 100 percent of my time assisting for-profit and not-for-profit clients with real estate development projects involving tax incentives such as Opportunity Zones, New Markets Tax Credits (NMTCs), and Historic Tax Credits (HTCs). I assist clients nationwide in identifying available tax incentives and structuring transactions to optimize the net benefit of these incentives while ensuring compliance with all applicable tax law requirements.
I am known nationally as a technical expert on tax credits and incentives such as Opportunity Zones, NMTCs, and HTCs within the accounting industry. As one of the founding members of the Housing and Community Development Solutions Group, I have been instrumental in helping the group close transactions involving more than $1.7 billion of NMTCs, HTCs, and state tax credits.
I frequently lecture on Opportunity Zones, NMTCs, and HTCs for organizations such as IPED, NH&RA, ALI-ABA, ICMA, ICSC, Bisnow, the National Trust for Historic Preservation, the National Council of SHPOs, the State Bar of Michigan, CEDAM, the Michigan Historic Preservation Network, and Heritage Ohio.