MCGUIRE SPONSEL - Key Persons
AJ Snyder is a manager in our Fixed Asset Services practice, overseeing preliminary engagement functions for cost segregation and other services. His responsibilities include compiling benefit projections, estimating the reclassification of assets, and determining the feasibility of cost segregation studies.
Alan Smith is a Director at McGuire Sponsel who manages client relationships across the country. Alan has a longstanding history of helping clients and adding value to their business.
Smith joined McGuire Sponsel when McGuire Sponsel and Ernst & Morris joined forces in 2019. Prior to McGuire Sponsel, Alan joined E&M in 1998. He is passionate about specialty tax services and is a frequent speaker on cost segregation.
Alan's rich cost segregation experience includes performing studies for office buildings, assisted living & nursing home facilities, supermarkets, retail centers, hotels, automobile dealerships, casinos, and apartment buildings. He has established and maintained partnerships and alliances with major accounting and brokerage firms nationwide.
Prior to joining E&M, he worked for Brown Shoe Company - St. Louis and has a BA degree in Accounting from the University of Missouri in Columbia, Missouri.
Job Titles:
- Society of Indiana, Member
Job Titles:
- Manager
- Manager - Dallas Market Lead
Austin Brown is a Manager in our firm's Fixed Asset Services practice. Austin's responsibilities include leading the Fixed Assets practice improvement/development team and training and onboarding new Fixed Asset consultants. Austin also efficiently manages our Cost Segregation study project workflow.
Before becoming the current Dallas office lead, Austin worked for four and a half years at our Indianapolis headquarters. Prior to becoming a Manager and focusing on practice improvement, Austin worked on the technical review of our practice. He also assisted in kicking off our Fixed Asset Management service.
Austin graduated from Wabash College in 2017. While at Wabash, he was an All-American Free Safety for the Wabash College football team.
AREAS OF EXPERTISE
Cost Segregation
Austin Brown and Dave McGuire join the podcast this week to discuss bonus depreciation.
Job Titles:
- Senior Manager
- Senior Manager for the R & D Tax Credit Practice
Ben Waltz is a senior manager for the R&D Tax Credit Practice. His primary responsibilities include engagement oversight, project scheduling, employee training, and client consultation and communication.
Joining the firm in 2014, Ben has played an integral role in managing projects from start to finish. Leading many teams during fieldwork, he gathers the necessary information to maximize R&D Tax Credits. He has an exceptional history substantiating qualified research expenses and maximizing credits while reducing clients' overall tax burdens.
Prior to joining McGuire Sponsel, Ben worked in real estate accounting. He had a wide range of responsibilities, including monthly financial statement preparations, balance sheet account reconciliations, preparing operating expense budgets and reconciliations, and providing financial analysis to property managers for over 20 properties. Ben earned a degree in Accounting and Finance from IUPUI.
AREAS OF EXPERTISE:
R&D TAX CREDITS
Ben Worrell, MBA, leads the Location Advisory Services practice for McGuire Sponsel's Indianapolis office. Ben works closely with McGuire Sponsel's alliance firms and referral partners throughout the United States to identify, procure, and maximize economic development opportunities. He fosters client relationships by guiding clients through the intricate procurement and negotiation process associated with credits and incentives benefits.
Through his time as a small business advocate and advisor across management and economic development roles, Ben understands the value of a strong partnership between the client and the community. Across McGuire Sponsel's four offices and national client footprint, Ben and the Location Advisory team offer a seamless and integrated approach for clients of all sizes and industries.
Ben graduated from Hanover College with a political science degree and received his MBA from Cedarville University.
AREAS OF EXPERTISE:
LOCATION ADVISORY
SITE SELECTION
CONSULTING
COMPLIANCE
> INDIANA GRANTS
In Area Development, Ben Worrell, MBA, discusses how access to training programs as well as incentives for automation are helping...
In Area Development, Ben Worrell discusses how companies must understand how a shift in workforce development and remote work will...
Bob Poisal has spent most of his adult life serving CPAs, with more than 30 years in the industry, first in tax publishing (with Thomson Reuters & Wolters Kluwer), then with two Big Five firms (both KPMG and McGladrey/RSM), before bringing his industry knowledge and experience to McGuire Sponsel where he serves CPA firms and their clients across Indiana, Illinois, Ohio and Kentucky.
As a Relationship Manager for McGuire Sponsel, Bob works closely with CPA firms to partner and introduce specialty tax services to their clients. This includes pre-meeting discussions with the CPA, introductory calls and meetings with the client, discussions of potential opportunities, and benefit assessments which result in the creation of a benefit /fee projection. Once engaged, Bob continues to be involved in each project until delivery, working with the client, CPA, and team at McGuire Sponsel to assure timeline, communication, and service expectations are met.
Bob has extensive experience with the R&D Tax Credit, Fixed Asset Services, the IC-DISC, Global Business Services including Transfer Pricing, and Economic Development Credits and Incentives. In addition to CPA firms, he also works with private equity firms, banks, and leads the firm's efforts to secure international projects from countries like Japan, China, Israel & India.
He attended the University of Indianapolis (known as Indiana Central University at the time) and served for six years in the United States Marine Corp where he traveled extensively before returning to Indianapolis where he currently resides. He has three children and four grandchildren.
Job Titles:
- Senior Manager
- Recruitment Coordinator
- Senior Manager and Recruiting Coordinator
Chelsea Carr is a Senior Manager and Recruiting Coordinator for the firm. She joined McGuire Sponsel in December 2012 as a tax consultant, conducting fieldwork and preparing R&D Tax Credit calculations and technical narratives. She has served as a strong conduit partnering with clients to add tremendous value by maximizing state and federal tax credits.
In her nearly 10 years with the firm, she has had a front row seat to the firm's grow and expansion of our practice lines. With this experience, she has a deep understanding of what it takes to be successful and McGuire Sponsel and is positioned to translate the opportunities our firm offers to potential candidates. In additional to her role as a Senior Manager, she also manages firm recruiting ensuring staff is well aligned with the firm's culture and goals.
Carr has a Bachelor of Science in Accounting from Butler University.
AREAS OF EXPERTISE:
R&D Tax Credit Services
Recruiting
As Firm Administrator, Cindy Ritchie oversees the day to day non-sales and non-production functions within the firm. Her primary responsibilities include performing many of the A/R and A/P financial functions in the office. She adds efficiencies to the firm's internal accounting and oversees all functions related to IT and HR. Ritchie also leads the logistics involved with office builds and expansions.
Joining the firm in 2014 as Accounting Supervisor, her role has evolved to Office Manager and now Firm Administrator. Ritchie has made and continues to make numerous improvements to the firm's operations.
Prior to joining McGuire Sponsel, Ritchie was an Accounting Manager in the office supply industry. She has a degree in Business Administration from University of Indianapolis.
AREAS OF EXPERTISE:
As a Relationship Manager for McGuire Sponsel, Conner Mullin focuses on building relationships with clients and partners in the Northwest including California, Nevada, Utah, Idaho, Oregon and Washington. Conner has a deep understanding of a myriad of specialty tax opportunities for clients whether they are expanding, investing, or doing qualified research. Conner is committed to understanding clients' needs and an expert in how McGuire Sponsel can add value to their business.
Previously, Conner's focus at McGuire Sponsel was assisting the business development team with research and cross-selling opportunities. He helped production and sales teams identify areas for added value for our clients, and built out the firm's portfolio of leads and prospects through research and data mining. In his role as a relationship manager, Conner's goal is to maximize client service and identify specialty tax opportunities for clients throughout the tax planning process.
Mullin earned his Bachelor of Arts in Economics from DePauw University. After working in our Indianapolis Headquarters for 3 years, he has recently relocated to our new Phoenix office with his wife.
AREAS OF EXPERTISE:
R&D Tax Credits
Fixed Asset Services
Global Business Services
Credits & Incentives
Job Titles:
- Principal
- Principal for the Cost Segregation Practice
Craig Fouts is a principal for the Cost Segregation Practice. His primary responsibilities include the oversight of day-to-day operations, client consultation, and leads the project review process. He also plays a large role in the training of staff members.
As a Certified Public Accountant, Craig serves as a technical lead for the Cost Segregation Practice. Fouts has significant experience managing projects from start to finish in a wide variety of industries including commercial development, medical, retail, multi-family, and process manufacturing facilities. Craig's knowledge & experience allow him to produce accurate results that increase cash flows and optimize depreciation deductions in a timely manner.
Prior to joining McGuire Sponsel, Craig worked for a recycling machinery company as a project manager. He received his bachelor's degree in accounting from Purdue University.
AREAS OF EXPERTISE:
COST SEGREGATION
Job Titles:
- Relationship Manager
- Tax Consultant
Craig Wilhoit is a Relationship Manager at McGuire Sponsel who manages client relationships across the country. Craig has a passion for helping clients by understanding their needs and uncovering opportunities to add value to their business.
Wilhoit joined the firm in 2014 as a tax consultant with a focus in cost segregation. His experience includes performing inspections and studies of apartments, hotels, medical facilities, office buildings, retail developments, car dealerships, and many more building types. He has helped CPA firms across the country maximize cash flow their clients.
Craig joined McGuire Sponsel's relationship management team in 2019 and focuses on building relationships and partnering with CPA firms to identify specialty tax opportunities. His responsibilities include introductory calls with clients, discussing potential opportunities, and projecting benefit for their business. Craig is involved throughout the process, working with clients, CPAs and the McGuire Sponsel team to ensure we are providing the highest level of client service.
Wilhoit currently resides in Woodstock, Georgia with his wife and three children.
In today's episode, guest host Justin Gephart interviews McGuire Sponsel's latest addition to our Credits & Incentives practice. Justin talks...
David McGuire is a leading expert on cost segregation, fixed assets and depreciation law and a co-founder of McGuire Sponsel. He has reviewed real estate portfolios ranging in size from six-figure acquisition costs to billions of dollars in value and has provided cost segregation services for companies in a wide variety of industries.
While serving in consulting and management roles with Big Four accounting firms, he acquired a thorough understanding of the Internal Revenue Code's depreciation provisions. He has also shared his expertise in depreciation techniques and practices through speaking engagements and workshops for industry groups and accounting firms, including the American Bar Association and multiple CPA Real Estate groups.
McGuire continues to grow McGuire Sponsel's national presence in cost segregation and depreciation. He is the primary resource for alliance firms in regards to how tax law affects depreciation. His knowledge in determining asset costs and classifications has held up against IRS scrutiny and has built the firm into a trusted industry resource. McGuire's expertise in depreciation extends beyond the engineering portion of a study. He is often called on to consult in other areas including bonus depreciation and the effects of depreciation on complex transactions, such as Step Up in Basis, Section 108, and Passive Loss Limitations.
McGuire is a recognized expert in areas such as 179D and Alternative Energy Tax Credit Consulting.
McGuire earned a degree in civil engineering from the University of Notre Dame with a concentration in structural design.
AREAS OF EXPERTISE:
FIXED ASSET SERVICES
179D
DEPRECIATION & ACCELERATED DEPRECIATION
Commercial Property and Real Estate Depreciation
Leasehold Improvements
MACRS Depreciation
Qualified Improvement Properties
Investment Residential Real Estate and Rental Property Depreciation
Section 1245 and 1250 Property
In his latest piece in Forbes, Dave McGuire discusses the rapid growth of solar energy and the importance of understanding...
Job Titles:
- Principal
- Principal for the R & D Tax Credit Practice
David Seibel is a Principal for the R&D Tax Credit Practice. He combines his knowledge of tax law with his engineering expertise to maximize companies' research credits and reduce their overall tax burdens.
Seibel ensures clients are receiving studies that meet the highest level of quality. He conducts fieldwork, produces detailed technical calculations, and builds narratives that accurately reflect each company's research and experimentation activity. Seibel is an Enrolled Agent (EA), which enables him to represent clients in audit defense cases with the Internal Revenue Service.
Prior to joining McGuire Sponsel, Seibel worked with an industrial furnace company and an electro-mechanical company designing prototype power converters for coal haulers in the mining industry. He earned a degree in the mechanical engineering program at the University of Notre Dame.
AREAS OF EXPERTISE:
R&D TAX CREDITS
TJ Sponsel and David Seibel, EA, join the podcast this week to discuss the recent IRS guidance on Section 174...
Dave McGuire and David Seibel, EA, discuss where Section 174 stands today and provide guidance on how to move forward.
In this webinar, David Seibel and Tanner Niehaus discuss key differences in state and federal R&D credits as it relates...
Job Titles:
- Manager
- Manager for the R & D Tax Credit Practice
Garrett Duffy is a Manager for the R&D Tax Credit Practice. He focuses on leading projects across multiple clients and industries, leading the proposal process for potential new clients, and mentoring new employees. Garrett combines his chemical engineering background and R&D tax credit expertise to provide a tailored approach to each client engagement.
Prior to joining McGuire Sponsel, Garrett worked in private education as well as research and development in the chemical industry. Garrett earned his Bachelor of Science in Chemical Engineering from Rochester Institute of Technology.
AREAS OF EXPERTISE:
R&D TAX CREDITS
David Seibel and Garrett Duffy join the podcast to discuss qualified research expenditures.
As a Principal for McGuire Sponsel's Global Business Services practice, Lambrecht advises clients on international tax matters including understanding the consequences and opportunities associated with global tax planning decisions. He also assists clients in managing increasingly complex compliance requirements of companies with international operations.
Lambrecht joins McGuire Sponsel from the Big Four with over a decade of experience leading complex international tax projects for Fortune 150 clients and over 20 years of total experience in international tax. He has managed numerous business restructuring and supply chain projects and excels at analyzing key tax technical and quantitative issues related to U.S. tax reform as well as other tax and business initiatives to ensure cash tax and provision outcomes are achieved.
Lambrecht graduated from Walsh College with a Bachelor of Accountancy.
Jacqueline Bossard is a Manager in the firm's R&D Tax Credit practice, serving as a strong conduit partnering with both new and existing clients to maximize state and federal tax credits. Jacqueline leads client projects from start to finish, focusing on architectural and engineering services industries. She also assists with training new employees on process, client engagement, and fieldwork, ensuring our studies meeting the highest level of quality across the practice.
Bossard joined McGuire Sponsel in September 2016 as a tax consultant, assisting clients with R&D Tax Credit calculations and reports. Prior to joining McGuire Sponsel, Jacqueline worked in accounting for a logistics company.
She earned her Bachelor of Science in Finance from Butler University.
Jamie Skerston is a Manager in the firm's R&D Tax Credit practice, leading projects across a number of clients and industries. Jamie ensures all teams and projects deliver maximum value to our partners. Her responsibilities include leading projects, conducting final project reviews, sales support, and training.
Skerston is originally from St. Louis, Missouri, and graduated from Purdue University with a degree in Chemical Engineering. She joined McGuire Sponsel shortly after graduating in June of 2016.
Jamie's commitment to the firm since the beginning of her career has had a deep impact on our culture and growth. She participates in the firm's Giving Committee, which focuses on community outreach and charity work in Indianapolis.
Jason Rauhe is a Principal in the firm's Global Business Services practice and is responsible for assisting clients and adding depth in all areas of the firm's international tax consulting services including our compliance expertise.
Rauhe previously served as Director of International Tax at a Top 100 CPA Firm, where he was responsible for the firm's international tax division and served as the firm's international tax lead for major industry alliance networks. He also worked previously as vice president of global taxes at a large automotive supplier, where he managed the global tax function for the company's $7 billion business.
Jason graduated from Michigan State University with a B.A. in Accounting and an M.S. in Professional Accounting.
In Accounting Today, Jason Rauhe discusses the ever-evolving landscape of global commerce as small businesses in the United States are increasingly...
Job Titles:
- Shareholder
- Business and Specialty Tax Executive
Jerry Hammel is a business and specialty tax executive with more than 30 years of experience providing strategic tax planning and financial advice to businesses across the country. Jerry works with McGuire Sponsel's alliance network across the firm's four practice lines and top firms, specializing in international tax and strategic tax planning.
Prior to joining McGuire Sponsel, Jerry served as a former tax director for a Top 50 CPA firm. His experience spans across various industries including construction, manufacturing, and wholesale distribution. Jerry specializes in mergers and acquisitions as well as state and local taxation, including income, sales and use, and property taxes. He also assisted past clients with succession planning, estate planning, and general tax/business consulting.
Jerry graduated from Indiana University with a BS in Accounting and then began his career at RSM McGladrey, where he worked for 14 years. He moved to Blue & Co. in 1999 and worked for the firm for more than 20 years, serving most recently as one of Blue & Co.'s shareholders and tax directors.
AREAS OF EXPERTISE:
COST SEGREGATION
INTERNATIONAL TAX
R&D TAX
Jose Cruz started his professional career with Ernst & Morris in 2009 as a tax consultant and is now a valued consultant with McGuire Sponsel. Jose's cost segregation experience includes performing inspections and studies of assisted living and nursing homes, apartments, hotels, medical facilities, office buildings, supermarkets, retail centers, data centers, automobile dealerships, manufacturing plants, food processing plants, gun ranges, hospitals, and many more building types.
Cruz's daily activities include partnering with CPA firms and clients across the United States and running specialized projects. With his background in fixed assets, he has been able to guide CPA firms and their clients throughout the tax planning process. Currently he resides in Acworth, Georgia with his wife and two children.
Justin Gephart possesses a wealth of industry knowledge and specializes in cost segregation and fixed asset review, two of our firm's primary areas of expertise. He also oversees McGuire Sponsel's business development activity, propelling the firm's expansion and increasing national reputation. He has over 10 years of tax and public accounting experience working with both individual and corporate tax clients of various sizes. McGuire Sponsel's clients seek his expertise in conducting conservative cost segregation studies that maximize asset reclassifications. Transparency is at the forefront of every study as Gephart partners with clients to understand their business and guide them through the tax planning process from start to finish.
Gephart has considerable experience leading studies in a variety of industries, including industrial, retail, commercial, and multi-family facilities. He and his team optimize depreciation schedules and recommend alternative tax strategies that may have previously not been considered. Prior to joining the firm in 2012, he worked in the public accounting sector. Gephart received his Business Management degree with a specialization in accounting from Indiana Wesleyan University.
AREAS OF EXPERTISE:
FIXED ASSET SERVICES
R&D TAX CREDIT SERVICES
GLOBAL BUSINESS SERVICES
CREDITS & INCENTIVES
Job Titles:
- Manager - Phoenix Market Lead
Job Titles:
- Be Less ( for the Government ) : Could It Be
Jerry Hammel and Tim LeMasters join the podcast to discuss growing CPA portfolios through specialty tax.