Featured Thought Leader
Kendra M. Goodman, CPA
Kendra Goodman works with a variety of clients in various industries to provide research and development (R&D) tax consulting services. Her strong focus on the R&D area has resulted in extensive experience with new product development and process improvement. Kendra helps clients identify and understand their R&D opportunities, maximize their R&D credit benefits, and document them to support the credits claimed.
Greta Heike, CPA
Greta Heike provides R&D consulting services. She consults with a variety of clients in various industries to help them understand their R&D opportunities in relation to their new product development and process improvements and then maximizes their R&D credit benefits. Greta also assists with documenting and supporting the credits claimed and IRS audit defense.
Christina Schultz, CPA
Christina Schultz, a tax senior manager on Wipfli's research and development (R&D) tax credit team, has extensive experience involving both research and expenditure deductions under Section 174 and costs eligible for the R&D tax credit under Section 41. Since she began her career in public accounting in 2008, Christina has served a diverse group of publicly traded and privately held manufacturing and distribution clients. She leverages this broad experience to maximize the value of the tax credit and improve clients' cash flow.
Adam J. Herman, CPA, ABV, CFF, CVA, ASA, CFE
Adam Herman has over 30 years of experience in supporting new business growth nationwide through his leadership, creativity, energy, integrity, networking skills and credentials, which are highly respected among valuation, IRS and business professionals. He manages an elite group of professionals, including CPAs, valuation analysts, forensic experts, engineers and technical writers, in the fastest-growing areas of public accounting today.
Mike Devereux, CPA, CMP
Mike Devereux has identified millions of dollars in tax incentives for manufacturing clients, led hundreds of research and development (R&D) tax credit study engagements and demonstrated leadership and exceptional judgment in the tax structuring of various acquisitions. He speaks nationally to various professional and industry trade organizations and associations about opportunities to reduce federal and state tax liabilities and has written dozens of articles for trade publications.
Doug Kolker, CPA
Doug Kolker focuses on research and experimentation (R&E) tax projects, allowing him to use his experience to help clients maximize the R&E tax credit. He assists manufacturing, technology and software companies nationwide to successfully reduce their tax liabilities by uncovering research and development (R&D) credits. Doug is also responsible for the overall planning, organization, supervision and completion of client engagements. He has a broad background in tax planning, working with closely held businesses, corporations, partnerships and limited liability companies.