As a leader in FORVIS’s R&D Tax Credit Services practice and recognized senior R&D credit expert, Mike is part of a team of industry-based, multi-disciplinary R&D credit experts that provide a wide range of services. These services include opportunity identification, initial and multiyear R&D credit analyses, annual R&D credit reviews, Section 174 studies, optimization between Section 174 and 41, orphan drug credit studies, data analysis, documentation analysis and preparation, ASC 730 and ASC 740 assessments, IRS and state examination support, and administrative appeals support.
For over 23 years, he has helped both private and public clients across a wide range of industries implement and document the credit—from start-ups and middle market firms to Russell 1000 and Fortune 500 companies. Mike has also helped clients take advantage of a suite of federal tax credits and incentives related to innovation, employment activities, real estate and capital investment, and energy efficiency and sustainability.
Mike is a recognized technical expert for R&D tax credit issues. In this role, he provides technical consultation to engagement teams and oversees the technical review of all engagements. Mike also participates in IRS national initiatives related to the credit and is involved in every examination with R&D credit issues.
Prior to joining FORVIS, Mike spent several years in a leadership role with the R&D credit and global credits and incentives practice of an international firm. A few highlights of Mike’s vast experience are listed below:
• Participated in several IRS-led working groups addressing R&D credit documentation issues, including the IRS National Taskforce and Statistical Sampling Summit
• Provided written comments to Treasury on proposed R&D credit regulations
• Published articles on R&D credit topics
• Taught R&D credit courses at the Institute for Professionals in Taxation
• Featured speaker at Tax Executives Institute and American Bar Association continuing education events addressing R&D credit issues
• Featured presenter on external webcasts regarding R&D credit issues
Mike is a member of the American Institute of CPAs, Illinois CPA Society, National Association of Manufacturers, and Illinois Technology Association.
He is a graduate of University of Illinois with a B.S. degree in accountancy.