With over 15 years of professional experience, Amy is a trusted advisor in tax planning, structuring, compliance and consulting services for privately held businesses, pass-through entity structures, private family offices and individuals. Her expertise spans deal structuring and financial strategies with a specialized focus within the construction, real estate development and private equity industries.

Amy collaborates with her clients to navigate complex planning strategies that work for diverse ownership structures and varying tax sensitivities. With a focus on delivering value, she has played an essential role in designing and implementing tax-efficient structures and partnership allocations, accounting procedures and workflow optimization, and structuring for new transactions.

Her prior role as a tax director and internal advisor to a C-suite in the real estate development industry further enhances her sector-specific knowledge. She regularly supports real estate developers, private equity investors, individuals and family offices with strategies such as cost segregation studies, opportunity zone investments, and federal and state tax credit optimization.

Amy brings a strong skillset and a strategic mindset that extends beyond traditional tax compliance. Her holistic approach, rooted in real-world operational understanding, allows her to deliver high-touch advisory services and meaningful engagement outcomes.