About Us

Phoenix Managing Director

DanWilliams

TAX

REALESTATE TAX

BobGaughan, managing director – Bob is a specialist in real estate tax and providestax consulting in areas such as golf course communities, land development,homebuilding, long term land investments, commercial and multi-family rentals,hotels, real estate acquisition, operation and disposition strategies includingworkouts and foreclosures, deal structuring among partners and relateddebt/equity financing.  Bob has authored manyarticles for national publications and magazines.

RobertNahom, managing director – Robert is a specialist in the real estate industrywhere he provides financial services to clients such as golf course communitydevelopments, homebuilders, low income housing tax credits, UPREIT partnershipstructures comprised of office and commercial buildings, and raw landinvestments.  Robert is well known in Phoenix for his knowledgeand work in the area of real estate and partnership taxation. 

MikeDempsey, managing director - Mike is a specialist in the real estate industrywhere he provides financial services to clients such as golf course communitydevelopments, homebuilders, hotel and apartment developers, UPREIT partnershipscomprised of office and commercial buildings, and raw land investments.

CORPORATETAX

MichaelGreer, managing director - Mike has 14 years experience in public accountingserving clients in a variety of industries with emphasis in real estatedevelopment, construction, manufacturing and wholesale distribution.  Mike has assisted clients with a wide rangeof issues including retirement plan selection, cost segregation analysis,selection of legal structure including formation and financing issues,multi-state taxation, as well as merger and acquisition issues.

MariaSchultz, director – Maria’s professional focus is tax planning and consultingfor a variety of clients and industries, including real estate partnerships,multi-state and consolidated corporations, financial institutions, medicalpractices and small business owners.

STATEAND LOCAL TAX (SALT)

JamesBarash, director - Jim has extensive sales/use and income/franchise taxexperience, especially in Arizona.  His breadth of skills includes taxrestructuring, managing multi-state tax audit representation and complianceprojects for multinational corporations, recovering tax refunds for clients andconducting relocation studies for companies. His industry experience includes high-tech and general manufacturing,distribution, financial services, healthcare, retail, mining and adulteducation.  He also has experience incontroversy, nexus and unitary studies, multistate return reviews, credits, andtax fiscal impact studies. Jim is a frequent speaker on state and local taxissues, including speeches before the Arizona State University’s Masters ofTax Program and the Tax Executives Institute.

HollyUnck, director - Consults with clients on a broad range of sales tax issues,including audit defense, tax appeals, nexus determinations, planning,streamlined sales tax and SOX 404 compliance. Holly worked in the Tax Policysection of the Arizona Department of Revenue, where she oversaw a team of taxanalysts responsible for interpreting the state’s tax laws.  Frequent speaker on state and local taxissues and can often be found sharing her knowledge at seminars throughout Arizona and Nevada.

CONSULTING

DeanHoffman, director – Provides consulting services in the following areas:domestic and international financial operations; SEC and SOX compliance;M&A evaluation, negotiation and due diligence; strategic and operationalplanning; acquisition integration; capital formation; contract negotiation andinvestor relations.

FORENSICACCOUNTING & LITIGATION SUPPORT

LoisA. Folk, director – Lois has over 20 years of experience in audit, forensicaccounting, fraud investigation and litigation support services. Experience includes performing investigations involving employeeembezzlement, asset misappropriation, wrongful dismissal, financial statement fraud,majority shareholder fraud, Ponzi schemes, mortgage banker/mortgage brokerfraud, bank fraud, and fraud involving real estate.  Lois also assistsattorneys in litigation support performing fraud investigations and forensicaccounting in support of claims and/or to obtain settlements for the attorney’sclients.

RESTRUCTURING

DanWilliams, senior managing director – A nationally recognized restructuringprofessional, Dan identifies solutions to complex operational and financialissues and has led highly successful restructurings that have createdsignificant value.  Dan has served as a court appointed trustee in Chapter11 and Chapter 7 cases, examiner, (examiner with expanded powers for thepurpose of investigating fraud), expert witness, and Section 702 expert(Judge’s expert) in bankruptcy court. Lecturer on various restructuringstrategies and distressed company initiatives.

RISKMANAGEMENT

ShawnO’Mara, director – Provides management consulting, internal audit, and thirdparty administration services. Industries include: REITs, secondary markets,global accounts receivable, global consolidation, privacy act, vendor quality,securitization, payroll, record retention, Sarbanes-Oxley, COSO enterprise riskassessments, financial institutions, mortgage banking, asset-based lending,public housing, procurement, government, non-profit, healthcare and insurance.

STAFFAUGMENTATION

DaleHensley, director - Dale is well known in the Phoenix area for his knowledgeand work in a variety of industries such as forensic accounting; consulting inlitigation settlement negotiations; succession planning for closely heldbusinesses; strategic planning; mergers and acquisitions representing bothbuyers and sellers; financial statement preparation; analysis and interpretationincluding audit; review and compilation services; retirement planning forowners and key employees of businesses; including use of qualified retirementplans

PRIVATECLIENT GROUP

DonnaM. Esposito, senior director – Provides tax planning and preparationservices to businesses and individuals.  Lecturer and author on income andestate tax issues.

GeorgeM. Cohen, senior director – Provides accounting, tax preparation and taxplanning for high-net worth individuals, professional service businesses, smallbusiness retailers and wholesalers. Lecturer and author on health care issues.

MarkBrenner, senior director – Provides accounting, business consulting and taxservices concentrating on privately-held businesses, international tax issuesand individual taxation. Mark has authored numerous articles for localnewspapers and professional newsletters. 

StevenM. Kopp, managing director– Provides accounting, tax and consulting services tosmall, privately-held businesses and professional practices.

BarbaraHorner, director – Provides tax planning and preparation services toindividual and business clients.  Her expertise includes bankruptcy, realestate investments, I.R.S. and Arizona Department of Revenue Representation andpayroll & sales tax issues.

DennisEndres, director, CFP – Expertise in areas such as personal, corporate andpartnership income tax preparation and planning; corporate and partnershipfinancial statements preparation on audit, review and compilation engagements;business planning and solution implementation; cash flow management, analysispreparation, budget preparation and projections; IRS audit representation; realestate consulting and entity structuring; estate and financial planning; estateand trust income tax preparation.