Meet Fred.

Professional Practice

Since 2009, Fred's CPA practice has focused on individual and fiduciary income taxation, tax planning, research, and consulting. He prepares individual and estate and trust income tax returns for a select group of clients. A substantial part of his work during tax season involves serving as a technical resource to other CPA firms, providing research on complex tax issues, technical reviews of tax returns, and assistance with tax compliance matters.

Fred also consults with individuals on the tax implications of financial and estate planning decisions. His emphasis is on understanding the applicable tax rules, evaluating alternatives, and helping clients and fellow practitioners make informed decisions.

A Business Owner's Perspective

Fred's experience extends beyond professional tax practice. Over the years, he has owned and operated businesses that include a sign manufacturing and installation company, a professional education school for real estate agents, and real estate brokerage firms.

Managing both capital-intensive and service-oriented enterprises gave him firsthand knowledge of financing, staffing, operations, cash flow, and business strategy. That experience continues to shape his consulting approach: financial and tax decisions must be evaluated not only for their technical merits, but also for their practical consequences.

Education

Fred holds an LL.M. in Taxation from Georgetown University Law Center; a Juris Doctor from the University of Maryland School of Law; an MBA with a concentration in Strategic Management from Western Governors University; and a Bachelor of Science in Economics from the University of Maryland, Baltimore County, with additional certificates in accounting and finance.

Professional Writing, Speaking, and Media

Fred has authored nine articles published on Intuit's Tax Pro Center, addressing subjects including collaborative management, employee productivity, professional liability, tax-practice efficiency, and the difficult decisions faced by business owners.

He has presented on tax, financial, and business topics at seminars sponsored by the American Institute of Certified Public Accountants (AICPA) and the Maryland Bar Association. At an American Medical Association convention in New York City, he delivered a presentation on estate planning.

Fred has also hosted a real estate call-in radio program and appeared on television as a tax expert.

Tax Research and Emerging Technology

Fred remains actively engaged in research involving taxation and the use of artificial intelligence in professional practice. He regularly explores AI applications for tax analysis and consulting and is collaborating with a group developing AI-assisted tools for processes involved in individual tax-return preparation.

Beyond the Office

Fred's interests extend well beyond taxation and business. As a former intern with Voyageur Outward Bound, he helped at-risk youth experience wilderness expeditions in Minnesota's Boundary Waters region. His adventures have also included dog sledding in subzero Minnesota weather and hiking in the Big Bend region of Texas.

A professional keyboardist for many years, Fred has performed both locally and on the road. He has also coached runners and completed numerous half-marathons and marathons.

These aspects of his life were featured in an Intuit interview about tax professionals and their interests outside work.

Selected Publications

Fred's articles for Intuit's Tax Pro Center address practical challenges encountered by accounting professionals and business owners.

• Unmanagement: Collaborative Management for a Content and Effective Workforce
• Get to the Root of Management Problems in Your Tax Practice
• How to Manage Employees for Retention and Productivity
• Breaking Bad News: How to Tell Clients It's Time to Close Their Businesses
• Pros and Cons of Professional Liability Insurance for Today's Tax Firm