“I'm the attorney-CPA people call when the tax, bankruptcy or fraud question is too important for Google. Author. Advisor. Translator of tax.”
I'm a JD/CPA who runs a tax planning and advisory practice in Houston, working with business owners, high-net-worth families, and trustees on the questions that keep them up at night, exit planning, entity structuring, trust administration, and tax controversy. When clients face IRS disputes, audits, or penalty assessments, I handle the defense side too. When the numbers don't tell the whole story, I bring forensic accounting skills to trace what actually happened. I co-authored Trusted: The Essential Guide for Trustees, written specifically for non-lawyers navigating fiduciary responsibilities. I've sat in the corporate controller's chair, worked in public accounting, and practiced tax law, so I bring real-world operational perspective, not just theory. I'm at my best breaking down dense tax and legal concepts into language your audience can actually use.
