 |
 Contractors
- Represented a number of contractors in sales tax audits with various states
- Currently assisting contractor in contracts with Public Works and Not for Profit customers to gain best tax benefits for the customer
- Provided merger consulting to one of the largest Florida-based contractors
- Presented comprehensive tax planning strategies to the largest Florida-based residential contractor
- Represented contracting company in bankruptcy with jeopardy assessment for franchise tax including provision of expert witness services resulting in taxpayer favorable landmark franchise tax decision
- Responsible for the review of all state and local income tax returns for large road/bridge contractor
- Served as state and local tax resource for large road/bridge contractor
Financial Services Sector
- Represented major insurance company in $1 mil payroll tax audit issue
- Prepared international banking facility calculations for international banks
- Represented many banks in documentary stamp tax audits and as expert witness in documentary stamp tax cases
- Represented many banks in income tax, intangible tax, and documentary stamp tax audits
- Taught documentary stamp tax classes for the Florida Bankers Association and for Clerks of the Court
- Served as state and local tax resource for large Louisiana-based multi-state bank
- Consulted on large multi-state transactions and expansions involving bank expansions, trust department expansions, etc.
- Implemented captive insurance company planning
- Comprehensive study of the taxation of insurance companies
Healthcare Industry
- Conducted sales and use tax compliance/issues/system reviews for several large Florida-based hospital groups
- Assisted large physician practice with significant alternative filing position that was ultimately upheld in court resulting in significant tax savings
- Provided routine state and local tax consulting to large physician practice and large hospital group
- State and local tax technical resource for implementation of like-kind exchange strategy including identification of ideal states for large Florida-based hospital group
High-Tech
- Served as state and local tax resource for large multi-state software developer and retailer
- Handled significant state audits for large multi-state software developer
- Implemented sales tax refund opportunity in excess of $500k
- Provided intangibles tax minimization opportunity for large internet service provider
- Consulted with several companies regarding the establishment and tax ramifications thereof of internet based operations
Hospitality Industry
- Prepared sales tax and communications services tax matrix for hotels
- Obtained refunds for hotels for sales and telecommunications taxes that were overpaid.
- Represented several hotels in sales and communications tax audits as well as local resort tax audits
- Provided tax checklist to recently opened large hotel property
- Represented cruise lines in income tax audits
- Providing on going consulting to cruise line in documentary stamp tax, sales tax and intangible tax issues
- Prepared state tax matrices for large travel service support company
- Worked with companies in the gaming industry with various tax issues including sales/use tax and income/franchise
Manufacturing/Distribution/Retail
- Obtained over $500k in refunds for incentives not taken throughout the country
- Applied for refunds of sales tax on equipment that was used in a new or an expanding manufacturing or printing companies
- Applied for sales tax refunds on electricity used in a manufacturing or printing operation
- Identified, researched, and implemented significant tax savings restructuring for large automobile distributor
- Obtained ruling from state on tax filing position resulting in significant savings to a telecommunications hardware retailer/distributor
- Authored or co-authored articles for Printing Association of Florida’s technical publication
Published article in South Florida Business Journal regarding exemptions for manufacturers and printers
- Represented large printer in gaining a new method of counting production for purposes of the expanding business exemption
- Traveled throughout the country and reviewed federal and state fuel taxes, sales tax exemptions and various other tax issues for multi-billion dollar concrete company
- Represented multi-billion dollar concrete company in California franchise tax audit
- Represented phosphate company in sales tax audit
- Responsible for the state and local tax compliance of multi-billion dollar automobile company
- Served as state and local tax consulting coordinator for multi-billion dollar automobile company responsible for the identification, management, and implementation of state and local issues/opportunities
- Developed combined filing request package for large vertically integrated manufacturer that was ultimately granted resulting in significant income tax savings to the Company
- Developed and presented course on Louisiana Sales and Use Tax for Manufacturers
Pharmaceuticals Industry
- Developed state tax optimization strategy for large multi-state pharmaceutical company
- Assisted pharmaceutical company in $5 million New York audit
- Developed and designed significant integrated state tax planning strategies for local pharmaceutical company to minimize Florida and New Jersey taxes
- Developed, designed, and implemented restructuring opportunity resulting is significant Georgia income tax savings for local pharmaceutical company
- Consulting with local pharmaceutical company on organizational simplification
- Assisted local pharmaceutical company with its Florida use tax self audit
- Consulting with local pharmaceutical company on Florida tax savings opportunities
Real Estate and Service Sector
- Determined taxability of roadside assistance services throughout the country
- Represented service company in complex Tennessee sales tax audit
- Represented call center in gaining incentives in Florida and Pennsylvania
- Represented call center in sales tax issues with fulfillment services
- Represented large real estate management company in sales tax audit
- Prepared refund for Property management company regarding double paid sales tax on lease electricity included in Cam charges
Telecommunications Industry
- Assisted Florida Telecommunications Industry Association Task Force, the Florida Department of Revenue, and the Florida Legislature in writing legislation regarding taxation of dark fiber and right away issues
- Assisted several companies in implementing the Communications Services Tax (“CST”)
- Currently working with the Governor’s Office to correct incentives statutes that were not updated for CST changes
- Prepared chart with sales/telecommunication tax rules for multi-state prepaid phone card distributor
- Served as state and local tax resource for multi-state prepaid cellular phone company including conducting a nexus study and reviewing the telecommunication tax/fee accruals for financial statement reporting purposes
- Represented telecommunication company in bankruptcy with jeopardy assessment for sales tax
- Served on acquisitions team for large multi-state, multi-billion dollar telecommunication company responsible for due diligence, including FASB 5 analyses
- Responsible for the state and local income tax compliance for large multi-state, multi-billion dollar telecommunication service company
- Developed and implemented income tax savings plan for large multi-state paging company
- Providing on-going consulting services to several telecommunications providers
- Currently serving on Florida Telecommunications Industry Association Task Force Board of Directors
- Published technical article in South Florida Business Journal explaining the CST
Transportation Industry
- Take over and turn around of significant state tax audit resulting in savings of $1.3 million
- Serving as interim tax director for large multi-state/international transportation service provider
- Routine state and local tax consulting for companies in offshore servicing, hauling, and dredging industries
Utilities
- Providing on going consulting regarding issues with the sale of natural gas, propane, electricity and tangible personal property associated therewith
- Assisted in writing legislation regarding right away issues for electricity distribution
- Worked with large utility to identify and purchase Louisiana tax credits
|
|
