Kevin has over 12 years of experience in public accounting, specializing in complex tax matters for real estate, private equity, and closely held businesses. He advises clients across the full lifecycle—from structuring and acquisition through operations, recapitalizations, and exit transactions—with a focus on delivering practical, defensible solutions in high-stakes environments.
Kevin’s practice is heavily concentrated in real estate and partnership taxation. He works extensively with tiered partnership structures and has deep experience in §704(c) (forward and reverse) allocations, contributed property transactions, and complex restructuring, including transactions governed by Rev. Rul. 99-6. He regularly advises on §1031 exchanges, opportunity zone compliance and planning, and REIT-related matters, including UPREIT structures, TRS compliance, and quarterly testing requirements.
He supports large-scale real estate platforms and operating partnerships with significant investor bases, including structures with over 1,000 partners and multi-billion-dollar portfolios. His work often involves modeling and implementing complex allocations, navigating capital account and basis issues, and aligning tax outcomes with business objectives.
In addition to real estate, Kevin advises clients in manufacturing, construction, and equipment-intensive industries on matters such as §263A UNICAP, R&D credits, and transaction structuring. He also works with private equity-backed businesses and high-net-worth investors on acquisitions, QSBS planning, and multi-entity structuring.
Before joining HCVT, Kevin was with Deloitte in the Phoenix office. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
Deloitte
American Institute of Certified Public Accountants
Arizona Society of Certified Public Accountants
BS, Accounting, Brigham Young University, Idaho, cum laude
BEST OF THE BEST
Our passion for excellence, continuous learning, and improvement have garnered HCVT numerous industry accolades. These honors demonstrate the firm’s focus on client service and commitment to maintaining a supportive, employee-centric culture.
When you visit our website, we use cookies on your browser to collect information. The information collected might relate to you, your preferences, or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web experience. For more information about how we use Cookies, please see our Privacy Policy.
