B.S., Computer Accounting, Stevenson University, cum laude

M.B.A., Loyola University of Maryland

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Brian has over 22 years of public accounting experience in local, regional, and national organizations.

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Specialties Include:

• Tax planning and compliance for commercial and residential real estate owners

• Tax planning and compliance for closely held businesses in service industries

• Tax planning, research and compliance for high net wealth individuals

• Estate and gift tax planning

• Partnership planning and structuring

• Financial education of younger generation family members

 

Memberships and Affiliations:

• Member of the American Institute of Certified Public Accountants (AICPA)

• Member of the Maryland Association of Certified Public Accountants (MACPA)

• Member of the National Association of Industrial and Office Properties (NAIOP)

• Active coach/volunteer for various youth sports organizations.