Industry Expertise

Practice Focus

Biography

Adam has been providing state and local tax services for public and privately held clients since 2005. He routinely assists clients with Washington tax matters in the areas of audits and appeals, refund requests, voluntary disclosure and amnesty, letter rulings, tax planning and structuring, tax incentives, and nexus analysis. Adam also assists clients with multistate income and franchise tax matters in the areas of state income tax compliance, refund requests, letter rulings, nexus, filing methodology and apportionment analysis, audits and appeals, planning and structuring, and voluntary disclosure. Furthermore, Adam assists clients with multistate sales and use tax matters in the areas of nexus, taxability analysis, refund requests, letter rulings, audits and appeals, and voluntary disclosure.

Adam has a broad range of state and local tax experience in the following industries: software and technology, telecommunications, life sciences, professional services, construction and real estate, manufacturing and consumer products, banking and financial services, and broker-dealer and asset management services.

Selected Publications

Selected Speaking Engagements

  • State Tax Update
    (38th Annual Region IX/X Conference, Tax Executives Institute, Portland , May 2016)
  • State Tax Issues for Investment Managers, Broker-Dealers and Leasing Companies
    (Beyond the Money webcast series, Moss Adams LLP, March 2015)
  • State Tax Issues for Financial Institutions
    (Beyond the Money webcast series, Moss Adams LLP, March 2015)
  • State and Local Tax Update
    (9th Annual Conference for NW Manufacturing and Consumer Products Companies, November 2014)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Department of Accounting Advisory Board, Western Washington University
  • Member, Tax Section of the American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Education

  • BA, accounting, Western Washington University
  • MPAcc, taxation, University of Washington