Biography
Since 2006, Travis has driven significant tax savings through R&D tax credits for clients nationwide. As a leader in the firm’s R&D Tax Credit Services, Travis serves the technology, life sciences, manufacturing, food, agriculture, and professional services industries.
Travis brings extensive experience supporting clients during federal and state tax exams and appeals, keeping pace with evolving tax code, regulations, case law, and administrative guidance related to Sections 41 and 174.
A technical leader, he builds high performing teams tailored to clients’ industries and collaborates with our broader credits and incentives group to support clients in pursuing their financial and growth objectives.
External Publications
- New IRS Research Tax Credit Rules Sparks a Tax Season Scramble (Bloomberg Tax, March 2025)
- R&D Expert: Capitalization, Amortization Requirement Hurts Smaller Businesses (Thomson Reuters, April 2024)
- How Wineries Often Miss Out on the R&D Tax Credit (North Bay Business Journal, January 2017)
- Tax Deal Killers: How R&D Tax Credits Can Impact Transaction Value (Silicon Valley Business Journal, May 2015)
Selected Speaking Engagements
- Future-Proofing Your Financial Planning: Adapting to Potential Tax Policy Shifts in the Election
(FEI Sacramento, October 2024) - The Research Credit Refund Claim Directive 2 Years Later
(9th Annual Research & Development Tax Credit Symposium, Morgan Lewis, November 2023) - Capitalizing R&E Expenditures Is Odd for Many Reasons
(39th Annual TEI-SJSU High Tech Tax Institute, November 2023) - R&D Credit
(Titans of Tax Tour, CalCPA TaxTrek Conference, November 2021) - Research Tax Credit: Tech, TCJA, IRS Campaign, and More
(36th Annual TEI-SJSU High Tech Tax Institute, November 2020)
Education
- BA, finance, Washington State University