NDH - Key Persons
Biography
Adam Sher provides CFO, M&A, and valuation services to NDH's clients. Earlier in his career, he served as an outsourced and in-house CFO and COO for several real estate, software, fitness, and marketing companies, as well as a founder of a hardware technology company. Adam has a thorough understanding of companies' needs from formation to exit. Some of the key areas in which he brings expertise are operational KPIs, partnership sales/buyouts, key account contract evaluations, financial modeling for capital events, due diligence room management, and business valuations. Adam's operating experience includes the structure and negotiation of key employee contracts, selection and implementation of HR and benefits systems, institution of professional development programs, and management of customer success and sales teams. When he is not in the office, Adam may be found with his wife, three sons, and dog or on the tennis court.
Biography
Alyvia Clark graduated Cum Laude from Loyola University Chicago with a bachelor's degree in accounting and a minor in marketing. In May 2016, she received her master's degree from Loyola University Chicago with a focus in accounting. While at Loyola, Alyvia acted as a graduate assistant coach for cross country and track, where she competed as an undergraduate. Alyvia joined NDH in the summer of 2014 and focuses on personal finance accounting, small business accounting and tax. In her spare time, Alyvia enjoys jigsaw puzzles, running, hiking, and travelling.
EXPERTISE: Personal financial accounting, Small business accounting, Tax.
Biography
Anthony graduated from The University of Alabama in May of 2015 with a bachelor's in accounting and earned his master's in accounting from Northern Illinois University the following year. He is a tax generalist who primarily works with high-net-worth individuals and flow-through entities on a variety of complex tax issues. Anthony has broad industry experience in the technology, real estate, professional service, and manufacturing spaces. In his spare time, Anthony enjoys watching and playing sports, traveling, and attending Chicago street festivals.
EXPERTISE: Individual & Business Tax Compliance, Tax Planning and Consulting, Employee Stock Option Exercise Strategy
Job Titles:
- Accounting Award, Washington University in St. Louis
Arthur M Seltzer Accounting Award, Washington University in St. Louis: awarded to the outstanding senior in the area of accounting
Biography
Braden Harsy graduated from Roosevelt University with a master's in industrial and organizational psychology. He joined NDH in 2022 after beginning his career in healthcare recruitment. As our Lead Recruiter, Braden focuses on the continued growth of our team by connecting with motivated and talented individuals. Braden spends his spare time attending concerts and music festivals with friends.
EXPERTISE: Talent Acquisition, Human Resources, Project Management
Biography
Christine Maurer graduated from University of California, Santa Barbara, with a major in economics and accounting. While at UCSB, Christine competed on the soccer team. After beginning her career at NDH as an intern in January 2021, she joined the firm fulltime in July 2021. She focuses on accounting services. In her spare time, Christine enjoys spending time with friends and family, being outdoors and playing soccer.
EXPERTISE: Small business accounting, Financial Reporting & Analysis
Biography
Daniel Moore graduated from Carthage College with a bachelor's degree in Accounting where he also lead the men's tennis team as captain for three years. Prior to joining the team at NDH, he worked as a Tax Associate at Baker Tilly. Daniel joined NDH in May of 2023 as a Tax Associate and is focusing on tax compliance and preparation. He is currently pursuing his CPA certification.
Expertise: Tax Compliance and Preparation
Favorite thing about NDH: Getting to meet the team at various outings. I love to connect with people outside of work and get to know them!
What is your side gig/passion project/hobby? I love to play the drums for my church and was involved in a recording with a local band that featured members from the Christian rock band Skillet.
Favorite vacation you've taken: Colorado Springs to visit Pike's Peak, Rocky Mountain National Park, and Garden of the Gods. My wife and I love to explore nature and go on hikes in our free time!
Biography
Danielle graduated from Widener University with a bachelor's in Accounting and a master's of tax and financial planning. Danielle joined NDH in January 2021 as a Senior Tax Associate and focuses primarily on individual and business tax compliance. Prior to joining NDH, Danielle focused exclusively on international tax consulting and compliance. She is currently pursuing her CPA.
Expertise: International Tax, Individual and Business Tax Compliance
Biography
Deyan joined NDH in 2014 as Tax Manager. He is a tax generalist who works with individuals and businesses, and specializes in tax compliance and consulting. Deyan provides his clients with high-level advice, guides them through complex tax issues and presents them with tax-planning opportunities and strategies. He has a special interest in international taxation with notable experience in taxation of U.S. expatriates and foreign nationals. Deyan holds a bachelor's of science in accounting and a master's in taxation from DePaul University.
EXPERTISE: Individual & Business Tax, Compliance, Planning and Tax Saving Strategies
Dustin graduated from DePaul University in June of 2018 with bachelor's degrees in accounting and finance. Dustin joined NDH in January of 2023 as a Senior Tax Associate and focuses primarily on individual and business tax compliance. Prior to joining NDH, Dustin spent 4 years at a mid-size accounting firm in Chicago and became a Certified Public Accountant. In his spare time, Dustin likes to play bocce ball and brews various fermented drinks.
Expertise: Individual and Business Tax, Compliance, and Planning
Biography
Jacqueline joined NDH in December 2021 as an Office Manager and Tax Liaison. She assists with the administrative components of the office along with tax services. Jacqueline holds a bachelor's in business administration from DePaul University. Prior to NDH, Jacqueline was a manager at the East Bank Club. Jacqueline is passionate about animals and in her spare time is establishing a dog daycare business.
EXPERTISE: Administration & Customer Service
Favorite thing about NDH: Work - Life Balance. I have control and freedom within my position where I never feel micromanaged. NDH sets you up with an environment to produce high quality work and always encourages you to pursue your outside interests and passions.
Biography
Jason Sachs graduated from Indiana University with a bachelor's degree in Kinesiology and a focus in Sports Broadcast. His career path changed when the Chicago Shamrox went under and he found his way into IT from a Craigslist posting. Jason joined NDH in 2023 as the Director of IT to help drive the strategic side of technology.
Favorite thing about NDH: As cliché as it sounds - it's the team. Since day one my opinions and work have been valued like I have never seen before. Everyone works hard for the same common goal and we all have fun doing it.
Biography
Jeff Thomas, an NDH Tax Partner, prides himself on two primary principles: his accessibility and providing honest and insightful feedback. As a tax generalist, Jeff's client list is quite expansive, ranging from twenty-something-year-old tech entrepreneurs to ninety-something-year-old retirees. Jeff has proven to have the breadth of knowledge his clients demand at a value they deserve.
While describing himself as a tax generalist, Jeff has established a deep understanding in several areas to better service his clients. Specifically, Jeff has extensive experience consulting for clients with various stock options and equity awards. This level of expertise allows him to partner with his clients and their respective wealth advisors to navigate the complex rules proactively and confidently. His goal is to help educate his clients so they can make informed decisions consistent with their investment strategies.
Jeff also has a long history of working with expatriates and foreign nationals. With the help of his talented colleagues, Jeff has worked with countless clients navigating the technical laws on foreign taxation while maintaining the global perspective they truly value. When coupled with increasing IRS scrutiny, Jeff's ability to simplify these nuanced rules provides his clients the comfort of knowing that they are fully compliant.
Practicing since 2005, Jeff has a bachelor's degree from the University of Wisconsin - Eau Claire and a master's of science in taxation from DePaul University.
When not in the office, Jeff is either chasing after, or being chased by, his three crazy kids. As his wife will quickly tell you, he also spends far too many hours riding his bike, frequently trying to squeeze in another century ride before the kid's basketball, soccer, swimming, baseball, gymnastics…
Expertise: Strategic tax planning for stock options and equity awards, expats and foreign nationals, business startups, and early retirement
Job Titles:
- Founding Partner
- Partner
- MST
Biography
Jeremy Dubow, a founding partner, co-leads NDH's tax group and is the company's Chief Executive Officer. He provides sophisticated tax planning, consulting and preparation services to technology entrepreneurs and their companies, high net worth individuals and family offices. Jeremy also oversees NDH's mergers and acquisitions practice and provides high-level tax consulting services to company founders throughout the business sale process.
As a tax generalist, Jeremy advises his clients on a wide range of tax issues from basic entity selection through sophisticated transaction structuring. His clients value his accessibility, communication, technical expertise and proactive problem solving. He is a leading authority on Qualified Small Business Stock planning and combines sophisticated income tax planning with complex estate planning.
Jeremy routinely speaks on behalf of the IL CPA Society on partnership tax matters and assists other CPAs on complex flow-through tax issues. He is actively involved in the IL CPA Society's tax committees and is the former Chair of the Flow-Through Entities Committee and Tax Executive Committee.
Jeremy began his career in Arthur Andersen's Middle Market Tax group and was later promoted to Tax Manager at Deloitte Tax before co-founding NDH. During his spare time, he enjoys spending time with his family, cycling, and competing in endurance races. He is also NDH's premier table tennis player.
Expertise: Mergers & Acquisitions, Ultra-high Net Worth Tax Planning, Equity Compensation, Partnership taxation, Estate Planning
Biography
Jose graduated from Grand View University with a degree in Applied Mathematics. While at Grand View University, Jose also competed on the baseball team. He then went on to graduate from Drake University with a master's degree in Accounting and then obtained his CPA. After beginning his career holding a variety of industry accounting positions, he joined the firm as a senior associate in 2023 focusing on accounting services. In his spare time he enjoys family time, being active and playing golf.
EXPERTISE: Small business accounting, financial reporting and analysis, financial statement preparation
Biography
Joseph joined NDH in February 2021 as a Tax Manager. He is a tax generalist focusing primarily on individual and flow-through entity tax compliance. Prior to joining NDH, Joseph spent over 5 years at a mid-market public accounting firm. In 2012, he received his master's degree from DePaul University with a focus in accounting. His industry focus is family office, high net worth individuals, private equity, and real estate. Prior to getting into public accounting, Joseph was in marketing in New York City. In his spare time, Joseph enjoys spending time with his two beautiful daughters.
EXPERTISE: Individual and Business Tax Compliance, Tax Planning
Biography
Josh Harris is a co-founder of NDH LLP. Josh leads the back-office accounting solutions practice and advises companies on accounting matters including financial health, reporting and development of KPIs. His straightforward and high-value approach allow business owners to focus on their service line and product offering while his team handles the accounting, monthly close and financial modeling. His experience successfully running a professional services firm, coupled with his entrepreneurial background provide a fresh and innovative approach. Josh's clients find him both accessible and communicative in all aspects of the engagement. In addition to client service, Josh is actively involved in NDH's employee recruitment strategies and interviewing process. Prior to co-founding NDH in 2003, Josh worked in the middle market tax group for Arthur Andersen and Deloitte. Outside the office you may find Josh enjoying all manner of water sports, spending time with his family, and volunteering in his community.
Biography
Justin graduated from Illinois State University in August of 2020 with a bachelor's degree in Accounting. Prior to joining NDH, he spent time working as a staff accountant for non-profit entities. Justin joined NDH in January of 2023 as a tax associate with a focus on tax preparation and compliance.
Expertise: Individual & Business Tax Compliance
Biography
Justin Shelman graduated from Kentucky Wesleyan College with a bachelor's degree in accounting. Following graduation, Justin spent two years at a local CPA firm in St. Louis before moving to Chicago and joining NDH as Tax Manager in 2012. During Justin's early tenure, he completed his master's degree in taxation at DePaul University. He quickly asserted himself as an expert in the field of state and local taxation and now serves on the IL CPA Society's State and Local Tax Committee. Justin works closely with businesses and business owners providing advisory services that integrate the entity taxes with owners' personal taxes ensuring the most efficient tax outcome for his clients. Justin is active within the mergers and acquisition scene and serves as a valuable estate planning resource helping family offices and high net worth individuals ensure their needs are not only met today but met for future generations. Justin was promoted to Partner effective January 2023.
EXPERTISE: State and Local Taxes, Mergers & Acquisitions, Flow-through Taxation, Ultra High Net Worth Family Planning, Estate Planning
Biography
Kathleen holds a Bachelor of Arts in Journalism from Indiana University and an Enrolled Agent designation. She joined NDH in December 2007 as the Office Administrator and is now an Individual Tax Manager. Kathleen specializes in personal and business treasury services. In addition, she provides income tax preparation services for both individual and business clients.
EXPERTISE: Personal & Business Treasury Services, Personal & Business Tax, Financial Reporting & Analysis
Biography
Kristen Schrader graduated from Loyola University Chicago with an unlikely double major in theatre and sociology. She began her career in theatre management first at the Goodman Theater as the Box Office Manager, and then at the Apollo as the Assistant General Manager.
When Kristen joined NDH in 2019, the idea of working with an office of accountants scared her more than any amount of stage fright ever has - and her last office had a dragon in it. While her prior employment at the Apollo may have given her a more direct way to use her skills of theater trivia, set painting, costume design and theater history, at NDH she has the power to confound and confuse her colleagues by launching into an extemporaneous TED Talk on the unique structure of the musical Cats or breaking into song at the mere mention of the name "Seymour".
As our Head of HR, she strives to support our team and nurture a healthy and happy workplace and culture. Kristen helps our team grow by searching far and wide for talented professionals and interns. She also serves as our Chief Entertainment Officer, helping to plan our monthly parties and treats for the firm.
In her spare time, Kristen is an actress and producer for the multi-media production company she runs with her husband - 27th Letter Productions. So far together they've made one web-comic, three podcasts, four films, and a partridge in a pear tree.
EXPERTISE: Human Resources, Recruiting, Event Management, Administration
Biography
Meet Lisa Pallen - she's a superwoman. Not only did she kick butt in college at DePaul University, graduating Cum Laude and making the Dean's List each year, but she's also a rockstar accountant, and has been killing it at NDH for over a decade. She's a total pro when it comes to accounting, operations, and human resources. Lisa is a natural problem solver and has a passion for start-up businesses and entrepreneurship. Her strategic skillset is what sets her apart and enables her to navigate the ever-changing landscape of business with ease. On top of that, she manages the operations of a successful business, Mikerphone Brewing, with her husband, and is a mother of two active kids. Outside of work, Lisa loves live music and theatre, and sharing stories with family and friends over beers. Basically, Lisa is a force to be reckoned with and you should definitely keep an eye out for her. She's the whole package - smart, driven and a blast to hang out with.
Biography
Megan Nolan graduated from University of Wisconsin - Madison with a bachelor's in English literature. After working as General Manager for a restaurant group in Madison, Megan relocated to Chicago and joined NDH in 2021. As Head of Tax Administration, Megan supports the team in establishing and streamlining our tax preparation policies and procedures. In her spare time, Megan enjoys trying new restaurants, reading, and playing video games.
Expertise: Administration, Customer Service
Job Titles:
- Certified Public Accountant
Biography
Melody Burch has been a Certified Public Accountant since 2010. She began her career with an international family-owned manufacturing company where she was involved with domestic S-corporation and partnership income tax preparation. Her responsibilities included intangibles & goodwill, fixed assets, and state & local taxes. She also headed up the implementation and maintenance of a paperless tax department. After the birth of her fourth child, Melody decided to focus on her growing family and began her own practice working part-time. Her clients were mainly individuals and small businesses. Once her children were more independent, she joined another multi-generational family business, this time in the real estate industry. Over the past four years Melody has gained experience preparing complex multi-tiered partnership, S-corporation and fiduciary income tax returns. She was also responsible for the personal property tax returns in multiple states. She has completed a portion of a master's degree in Taxation at Northern Illinois University and plans to complete this degree in the future. In her spare time, Melody spends time with her husband and four children on their small "farmette" in Wisconsin.
EXPERTISE: Partnership and flow-through taxation, family office
Biography
With over a decade of experience in tax consulting and income tax compliance, Moshe is a tax adviser with a broad range of knowledge of tax issues at the federal, state, and local levels, including expertise in high-net-worth tax planning, executive compensation, mergers & acquisitions, and partnership taxation.
Moshe graduated from Yeshiva University with a bachelor's degree in accounting in 2008. He has worked at small and large-sized public accounting firms, as well as for an ultra-high-net-worth private family office. He has developed an extensive understanding of the complex tax landscape and the unique needs of different types of clients. As a tax generalist, Moshe has knowledge in a broad range of tax issues that helps him provide comprehensive and strategic tax advice to clients across various industries and fields of taxation.
In 2019, Moshe joined NDH LLP as a tax manager and quickly became an invaluable member of the team. In 2023, he was promoted to Partner for his knowledge and dedication to providing the best service to clients. As a tax adviser, Moshe focuses on tax consulting and income tax compliance for family offices, executives, privately held businesses, and private equity and venture capital groups. He has a deep understanding of the unique tax needs of his clients and helps them develop personalized strategies to achieve their goals.
Moshe is also actively involved in the Illinois CPA Society and is a member of American Institute of Certified Public Accountants. He is committed to staying up-to-date with the latest tax developments and trends and using that knowledge to help his clients succeed.
Outside of work, Moshe is a proud husband and father of three children and enjoys spending time with his family.
Expertise: Mergers & Acquisitions, Ultra-high Net Worth Tax Planning, Equity Compensation, Partnership Taxation, State and Local Tax, Estate Planning, Volunteer Disclosure Agreement (VDA) Programs.
Biography
Muta joined NDH in July of 2021 as a Financial Accountant and Tax Associate. In June of 2020, Muta received his master's degree in the science of accountancy from DePaul University. While attending DePaul, Muta grew a passion for Real Estate, and was awarded his Real Estate Broker license in June 2021.
Expertise: Financial Reporting; Personal and Business Tax
Biography
Rebekah Carr graduated from the University of Illinois at Chicago with her master's in accounting. After completing the internship program at NDH, Rebekah joined the team as a full-time associate concentrating on accounting. She eventually switched focus to tax and now, as a Senior Associate, specializes in preparing returns for foreign individuals and individuals with stock option income elements. Rebekah enjoys walking nature trails with her dog, attending metalcore concerts, and playing video games.
EXPERTISE: Tax Compliance and Consulting
Favorite thing about NDH: The open-door learning policy. If I need help, I can always find guidance / direction.
Desert island book: Currently, Daisy Darker by Alice Feeney. It's heavily inspired by Agatha Christie's And Then There Were None and the ending had me questioning everything I'd read.
Biography
Samantha Gordon graduated from the University of Illinois at Chicago with a master's of science in accounting; shortly after graduating she joined the firm as an intern in 2015. She works mainly on the financial solutions side of the firm with extensive experience with start-ups, SaaS, and whole-sale businesses. When not working, Samantha enjoys spending time with her chocolate lab (aptly named Hershey), reading, and going to music festivals.
Expertise: GAAP/IFRS Compliance, Revenue Recognition Analysis, Audit Support/Preparation
Biography
Travis Neese graduated from Millikin University with a double major in Theatre and Human Services, with minors in Psychology and Sociology. Shortly after graduating, Travis moved to the Windy City to continue his journey as a theatre artist while also working in Early Childhood Education. He went on to pursue his master's degree in Guidance and Counseling from The University of West Alabama. He made the transition out of education in the summer of 2023, beginning his journey at NDH as an Office Manager. He is still heavily active in the theatre and film communities in Chicago not only as an actor, but as a writer and director as well. In his spare time, he enjoys walking his dogs with his partner, exploring new restaurants, and attending as much theatre as possible.
EXPERTISE: Administration, Harry Potter Trivia