Get to Know Me
Brian has dedicated more than 15 years of his career to serving trade associations, membership organizations, social clubs, foundations, charities, and numerous other nonprofit entities that include complex consolidations with for profit subsidiary companies and political action committees. With over a decade of experience in public accounting, and five years serving as a financial executive for several large trade associations and an international membership organization, he brings a unique perspective to serving his clients.
He is a frequent writer and presenter at Not-for-Profit and Leadership conferences seminars, and workshops on topics such as financial budgeting and reporting, internal controls best practices, policy and procedure development, audits of single employer defined contribution plans, and the IRS Forms 990/990T.
Brian was one of the 2019 40 under 40 award recipients from CPA Practice Advisor, which recognizes thought leaders who are leading their profession by visibly and incrementally changing the accounting profession through their exemplary leadership, their innovative thinking, and their collaborative efforts to provide unity to the profession across the generations.
On-Demand Webinar: Lobbying, Simplified: Getting Out There, Knowing the Rules, and Reporting Your Costs
After a complex election and several years of being plagued by a global pandemic, more associations and nonprofits have connected with legislators than ever before. With increasing activity, and a […]
What to Know About IRS Changes Around Form 1024 Exemption Application
The Internal Revenue Service (IRS) has made revisions to Form 1024, Application for Recognition of Exemption Under Section 501(a) or Section 521 of the Internal Revenue Code, to permit electronic […]