Matthew Trump
Matthew Trump has 7 years of public accounting experience in a variety of industries including: transportation, retail, technology, manufacturing, healthcare,…
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Mike Waldron
Mike has 23 years of experience in public accounting, including 13 years at a Big 4 firm, where he led…
Nate Morris
Nate has worked in public accounting for over 8 years and has experience with various industries and entity types. During…
Dave Cheney
Dave is a trusted advisor to companies navigating the complexities of intercompany pricing and tax planning. He helps businesses structure,…
Marc Metcalf
With over 25 years in public accounting, Marc Metcalf brings deep expertise and insight to his role as Tax Director.…
Nancy Voth
Nancy Voth, Ph.D., CFA, is a seasoned economist with deep expertise in transfer pricing, international tax, and valuation. She has…
Turning Innovation Costs into Opportunity
Innovation is exciting, but it’s rarely cheap. Hiring technical talent, sourcing materials, and building prototypes all take time, money, and…
Best Practices for Documenting a Process of Experimentation in your R&D Credit
Our last article focused on the 2025 updates to the form 6765 with regards to business components and the IRS’…
Substantially-All Test for the R&D Credit
Our last article focused on documenting the process of experimentation on R&D business components. A key aspect of the requirement…
What the IRS Actually Wants to See in Your R&D Credit
If your company claims the research credit (aka R&D credit), now is the time to dig deeper, especially into how…
Get Ahead of 2025: Strategies for Meeting New IRS R&D Reporting Requirements
The IRS has turned up the spotlight on the research credit by revising Form 6765 in ways that demand more…
Steve DeWidt
Steve brings nearly 13 years of public accounting experience to Tanner, serving clients across the technology, manufacturing, and life sciences…
Charley Shumway
With 30 years of experience, Charley Shumway specializes in tax strategy and consulting for complex partnership structures, funds, and family-owned…