Sam provides tax compliance and consulting services to closely held businesses and their owners. He has significant experience in international tax planning, mergers and acquisitions, planning for intergenerational family wealth transfer, and high net worth family office services.
Sam’s international tax expertise is focused on entity selection for international business expansion, planning for tax efficient restructuring, preparation of gain recognition agreements, tax treaty analysis, withholding tax planning, and tax return preparation for foreign companies entering the U.S. market. He also provides federal and state tax planning for business entities including corporations, partnerships, and S-corporations.
Sam has worked with clients in real estate, hospitality, manufacturing and distribution, telecommunications, natural resources, software development, and professional services.
Professional & Business Affiliations
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Education
Bachelor of Science in Finance, University of Utah
Master of Business Administration, Seattle University
Professional Certifications
Certified Public Accountant
IBFD Advanced Professional Certificate in International Taxation
Sam is passionate about skiing - especially with his wife and three kids. Though he’s skied Whistler, Deer Valley, Park City and many others, his bucket list includes about a dozen other locations he would love to try. One of the most memorable moments in Sam’s life was a swim in the Indian Ocean in September of 2001. Though he is clearly adventurous, Sam loves the Pacific Northwest - especially how it is mostly cloudy and the ground is always wet, but he can’t remember it actually raining.
