Aaron is a Managing Director in the company’s tax and business services division. He specializes in income tax issues for closely held businesses and their owners. Aaron has worked with clients on tax structuring for capital transactions, entity structuring and restructuring for tax efficiency, and multi-state income tax planning and compliance. He has worked with clients in a wide variety of industries including real estate, distribution, wholesale, manufacturing and service. His background includes extensive experience with pass-through entities, multi-state income taxation, and high net-worth individuals.
Aaron has also worked with clients in planning opportunities and in entity structuring related to Qualified Opportunity Zone Funds, particularly in the real estate development area. Aaron is one of CBIZ & MHM’s Opportunity Zone experts in Phoenix and is a frequent speaker on the topic
Aaron is active in the firm's recruiting efforts and is a member of the CBIZ National Pass-Through Entity Technical Committee which helps advise tax experts throughout the country on current technical tax issues and planning opportunities related to partnerships and other pass-through entities.
Master of Accountancy - Arizona State University
Bachelor of Science, Accountancy - Arizona State University
American Institute of Certified Public Accountants (AICPA)
Arizona Society of Certified Public Accountants (ASCPA)
Urban Land Institute - Arizona