PROFESSIONAL BACKGROUND

LEWIS B. FREEMAN & PARTNERS, INC.
2003-Present
Principal

Perform forensic accounting investigations of complex financial matters related to civil litigation and bankruptcy, prepare detailed financial asset tracing analyses; review and analyze banking, accounting and tax data; provide accounting and litigation support in the areas of fraud and professional negligence; evaluate and assess accounting and audit work papers; assist Court-appointed fiduciary in carrying out various accounting and financial aspects of their duties and responsibilities.

DELOITTE AND TOUCHE, LLP
2002-2003
Senior Consultant

Researched federal and state tax laws; wrote memorandum and tax opinions concerning implications of tax planning initiatives; reviewed research and correspondence prepared by consultants and interns; prepared proposals outlining tax and financial planning strategies; arranged financial analysis models to compute monetary savings resulting from planning ideas; assessed and supervised the preparation of state and municipal income/franchise tax returns for multi-jurisdictional clients; supported clients with state income tax, sales and use tax and unclaimed property audits; prepared audit protests and other correspondences to tax authorities; developed pro-active strategies to mitigated future tax exposure; negotiated with state tax authorities and prepared voluntary disclosure agreements for clients with outstanding tax liabilities.

ARTHUR ANDERSON, LLP
1999-2002
State and Local Tax Consulting Associate

Prepared state and municipal income/franchise tax returns for multi-jurisdictional clients; organized apportionment data and net operating loss carryover schedules; performed and managed reverse sales and use tax audits; supervised associates and interns; researched federal and state tax laws; wrote memorandum concerning implications of tax planning initiatives; developed comparative guides for clients looking at potential new locations, including general tax information for each location, as well as various tax credits and incentives available; prepared and maintained project work programs and budget analysis reports for engagements and arranged client bills.

LEWIS B. FREEMAN & PARTNERS, INC.
1997-1999
Intern

Provided accounting support in various fraud investigations; assisted State court-appointed Receiver for Unique Gems Int’l Corp., a business opportunity fraud and Ponzi scheme that bilked 15,000 investors out of more than $40 million in a 17-month period with recreating books, tracing money and assisting with claims review process; set up and maintained financial information in Quicken and Quickbooks; reconciled accounts for individual clients.

EDUCATION

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