Adam received his undergraduate degree from Vanderbilt University and law degree from the University of Cincinnati. He has 15+ years in public accounting and is a certified public accountant in Ohio and Kentucky.
After attending Florida Southern College to play on the men’s varsity golf team, Kurt earned a Bachelor’s of Science in Accounting. He furthered his education at Xavier University located in Cincinnati, Ohio with a MBA Taxation Major.
John has 30 years of tax strategy experience, facilitating projects of varying complexity for clients of all sizes and entity types. He has considerable experience with New Markets Tax Credits, alternative energy credits and other investment credits.
Karen holds a BA in Accounting from Miami University and an MBA in Taxation from the University of Notre Dame.
Samantha is a Para-Legal with eight years of experience in tax, legal administration and real estate. She is completing her bachelor’s degree in accounting.
Eric received a BA in accounting from Northern Kentucky University. He has been working in taxes for the last 20+ years.