Gary provides due diligence, structuring, application writing, tax opinions, and other transactional consulting services on a wide array of federal income tax incentives, including: employee retention credits, paycheck protection program loans, qualified opportunity zones (QOZ), energy tax credits, renewable energy production tax credits, American Recovery and Reinvestment Tax Act (ARRTA) 1603 cash grants, new markets tax credits (NMTC), refined coal tax credits, historic rehabilitation tax credits, low-income housing tax credits (LIHTC), and various other federal credits and incentives. He is also the co-leader of the US Global Investment and Innovation Incentives (Gi3) Tax practice assisting our National Federal Tax Services engagement teams with client pursuits, engagement execution, and overseeing quality control. Gary has extensive experience serving clients while interfacing with the US Department of the Treasury and the IRS on regulatory guidance projects, ruling requests, tax controversy, and other federal income tax matters.
Gary is a published author and frequent public speaker on federal tax matters. His articles have appeared in Tax Notes, Journal of Accountancy, and The Tax Adviser. He was previously a member of the American Institute of CPAs Technical Resource Panel on Tax Methods & Periods and the moderator of the Deloitte’s Federal Tax Dbriefs webcast series.
Gary has a master of accounting degree from University of North Carolina.
