Andy has over 20 years of experience providing strategic tax advice to clients on transactional and tax compliance services across numerous industry sectors including manufacturing, distribution, online-retail, commerce and software, real estate, and investment funds. As the leader of HCVT’s Mergers & Acquisitions Tax practice, Andy addresses the tax structuring and reporting issues associated with complex transactions. He focuses on the analysis of the tax efficiencies of proposed deal structures and conducts comprehensive tax due diligence. Andy’s M & A experience includes both buy-side and sell-side strategic advisory services. Andy has worked with clients through all phases of the business cycle, including start-up, rapid growth, steady cash flow, and workouts. Andy was recognized by the Los Angeles Business Journal as one of the Most Influential M & A Advisors in Los Angeles.
Andy is a thought leader and has served as an expert witness in tax matters and has authored numerous articles addressing complex tax issues included in such publications as the BNA Bloomberg Tax Management Real Estate Journal, Tax Notes Today, the Orange County Business Journal, and the Los Angeles Business Journal, among others. Andy is a frequent guest speaker at the USC Gould School of Law Tax Institute addressing topics such as the tax issues related to buying or selling privately held businesses. Local media, including ABC Eyewitness News, contacted Andy to provide commentary on the fiscal cliff in 2012.
Andy began his career with Deloitte in Los Angeles, which included a three-year rotation in its Washington National Tax office and was a member of the M&A group based in Los Angeles. Andy has served as an adjunct professor for the Master of Science in Taxation program at California State University, Northridge. Andy has a bachelor’s degree in accounting from Pepperdine University with honors and a master’s in taxation from the University of Denver. A strong supporter of the arts, Andy is the Chairman of the Board of the LARK Musical Society.
Professional and Community Involvement
LARK Musical Society, Chairman of the Board
Honors & Awards
- Most Influential M & A Advisor, Los Angeles Business Journal, 2013
Credentials and Certifications
MT, University of Denver
BA, Accounting, Pepperdine University, with honors