Practice Experience

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

Background

Prior to joining Sweeney Conrad, Sam worked for a national accounting firm and served in the United States Navy for 13 years as an electrician, nuclear power operator, navigator, and general manager.