Tim is a Senior Partner and serves on the firm’s Executive Committee and as Tax Services Leader. Tim specializes in growing closely held businesses. His practice focuses on assisting companies and families through their business life cycle. The end result is typically a successful sale of the business or a transition to next generation or management. The primary goal of his practice is to assist clients in reducing their total tax liability and develop financial structures that provide maximum tax advantages.
Tim has provided taxation and accounting services in the public sector since 1982. He has extensive experience in mergers and acquisitions, corporate finance, investment advisory services, and financial statement preparation. Tim began his career with Ernst & Young, rising to the position of Senior Audit Manager during his eight-year tenure.
Tim obtained his Bachelor in Accounting degree with honors from the University of Florida. Among his many other accomplishments, he has appeared as a guest speaker at various conferences and on local television shows. Tim is a regularly-featured speaker for the television series “Wealth & Wisdom,” a weekly program providing financial and legal advice, information and solutions. He is frequent public speaker on tax-related matters.
Tim is the Treasurer for the YMCA of the South Palm Beaches, a member of the Boca Raton Community Hospital Professional Advisors Committee, an advisory board member of the Bank of Florida, a trustee of the Greater Boca Raton Chamber of Commerce, a fundraiser for various local charities, including Home Safe, and a board member for various foundations.
Also active in professional and industry organizations, Tim is a member of the American and Florida Institutes of Certified Public Accountants. He is involved in the Tax Section Committee of the American Institute of Certified Public Accountants and is licensed as a CPA through the state of Florida.