I work with closely held businesses and their owners on the many legal, tax, and business issues that typically arise in the life-cycle of a business. I graduated cum laude from Baylor University with a B.B.A. in accounting, going on to receive my law degree from Baylor Law School.
I then attended SMU School of Law to obtain specialized training in tax law, receiving a LL.M. in Taxation. I routinely utilize my accounting skills to develop a sound understanding of the financial underpinnings of a business. I also know that human dynamics impact any business challenge, just as much as the numbers do, and as such I work hard to gain a true understanding of the dynamics at play in the business, with its customers, as well as among the owners and key employees. Finally, my experience over the years in working with business owners – from folks just starting their first business to seasoned entrepreneurs – across many industries has taught me a great deal about how business owners think and view the world.
My goal is to effectively combine my skills and experience to gain a solid understanding of all factors impacting my client, listen to my client to understand exactly what they perceive their issues or needs to be, and then combine my skills and my understanding to provide advice and counsel to that client that can be used to make informed decisions and plans.