As partner in RSM’s Washington National Tax office, Ed advises clients and tax professionals within the firm on various matters related to S corporations and pass-through businesses, including the net investment income tax (NIIT), qualified business income deduction (section 199A), and the passive activity loss (PAL) rules. By marrying his hyper-technical knowledge of federal tax with his hands-on experience in client service, he can successfully advise business owners on structuring transactions and strategic tax planning.
Ed loves the technical nature of tax for its intellectual challenge. He has deep knowledge in a narrowly focused area, providing him with the skills to solve complex issues related to S corporations matters. He spent the first 15 years of his career as a client server to pass-through businesses, including S corporations and partnerships. He transitioned to RSM’s Washington National Tax practice in 2015 where he leverages his previous client experience to assist the WNT team.
A lifelong learner, Ed stays current on the latest in pass-through taxation to best help clients win in the marketplace. He has written extensively on S corporation matters for the firm as well as various industry publications. He is also on the board of advisors for the S Corporation Association, a D.C.-based group that advocates on behalf of S corporations.
Nurturing talent within RSM is a high priority for Ed and it’s an area where he shines. Throughout his career, he has advised and mentored talent and seen at least two of his advisees promoted to partner. He previously was named career advisor of the year for the RSM national office. His hope is that colleagues and clients witness his love for his job and are inspired to pursue their passion as well. He is part of RSM’s culture, diversity and inclusion efforts as the local sponsor of the abilities employee network group to support the differently abled.
Outside of RSM, he and his wife can be found cheering on the football team of their alma mater, Northwestern University.