Bio

I am a principal in the Employee Benefit Plan Group and I am the national assurance resource principal at CLA for the firm wide Employee Benefit Plan practice. I have more than 20 years of employee benefit plan audit experience. I have prepared, assisted, and trained employees in preparation of reporting and disclosure requirements applicable to employee benefit plans as well as providing training on auditing investments. I currently serve on the AICPA Employee Benefit Plan Expert Panel. TECHNICAL EXPERIENCE Audits of the following types of plans - Single employer plans Multiemployer plans Multiple-employer plans Defined benefit plans Defined contribution plans (including 403b plans and 11-K filers) Health and welfare plans Tax returns - Form 5500 Form 8955-SSA Form 990 Form 990-T Various international tax filings