Matt has assisted middle market clients and high net worth individuals with tax planning and compliance services for more than 30 years. He primarily works with privately held and private-equity-owned middle market businesses and their owners, as well as financial fund executives and family offices. He serves clients across a broad range of industries, with a focus on the consumer product industry’s restaurant, retail, and food and beverage sectors, as well as the financial services industry.
Matt coordinates and supports the firm’s commitment to serving private clients and ensuring an industry approach is embedded in RSM’s efforts to provide an unmatched client experience. He works with the firm’s national industry and national tax leadership to ensure alignment of strategic efforts. He also assists the firm’s private client services leadership team on global initiatives, as well as initiatives related to fund executives and family offices.
Matt joined RSM in 2008 following 17 years at a Big Four firm. He frequently speaks and writes about private client and consumer products tax matters that affect private company owners and their businesses. Matt speaks on tax policy and matters on Capitol Hill and at industry association conferences. His speaking engagements have included the ICR Retail Investment Conference, National Restaurant Association, Franchise Times, American Apparel and Footwear Association on topics including the effects of tax reform on retail and restaurant businesses and owners. He has spoken at PrivCap events about tax planning for fund executives.
Matt and his wife, Ruby, have four wonderful children, and as a family they enjoy skiing, biking, cruising and all things Boston sports.