Evan is a shareholder in the Tax Advisory Services department with more than 25 years of experience in all areas of tax compliance and reporting, planning and research. He serves clients in a number of industries, including manufacturing, technology, distribution, professional services and private equity. His expertise includes tax planning and the development and communication of tax strategies to management along with the review of corporate, partnership and individual income tax returns.
Evan has significant experience in GAAP accounting and reporting, including ASC 740 income taxes and tax provision calculations. He works extensively with the Schneider Downs Business Advisory department on transactional matters, including tax due diligence procedures related to buy-side and sell-side transactions, identifying and quantifying risks and exposure, evaluating transaction structure, asset versus equity purchase/sale analysis and tax gross-up calculations.
Evan also leads the Tax Advisory Service department’s learning and development program.
B.S.B.A. – Accounting, John Carroll University
Member – American and Pennsylvania Institutes of Certified Public Accountants
Past Chair – Schneider Downs Manufacturing Industry Group
Chair – Schneider Downs Private Equity Industry Group
Board Member – Advantage Credit Counseling Service
What was the best advice you’ve ever received?
You only have one chance to make a first impression – which was told to me by Carl Monastra, my tax professor at John Carroll University.
Who was your role model?
My father, who worked multiple jobs to provide every opportunity for our family.
What was your childhood dream?
I wasn’t a big dreamer – but I fully expected to be the front man in a hair-metal band playing stadium shows. I guess being a tax advisor isn’t a bad alternative.
What is the best or most interesting thing about your career?
I spend most of my day helping people. I help clients with tax matters and planning opportunities. I help our staff work through issues and coach them in their personal development. I help a non-profit organization to address challenges during tough economic conditions. It gives me great satisfaction to help people.
Do you have advice for young professionals?
You’ve got 40 years of working life ahead of you. Find something that you are passionate about and a place that will provide you with opportunities to succeed.
Our Thoughts On
Our Thoughts On
Our Thoughts On
Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.
Big Thinking: Creating A Grantor Trust To Save $1.5 Million.
