Research & Development Credits and Restricted Stock (E1905159)

Prior to joining Intrepid Advisors in 2015, Al’s career covered over 20 years of extensive industrial engineering experience working for high-profile companies such as Ingersoll-Rand and Saint-Gobain where he has multiple patents. Al has a Bachelor Degree in Engineering Technology and is knowledgeable in Lean, ISO and Six Sigma methodology. His involvement with product and process innovations and improvements is instrumental in helping our client’s define their qualifying activities. Al now works closely with our CPA and client relationships in the Mid-Atlantic area advising them on the tax regulations and how to gain maximum benefits from the federal and state R&D tax incentives.

Ed is a partner with the firm of Thomas, Zollars & Lynch, Ltd, in Phoenix, Arizona, and specializes in tax issues for closely held businesses and individuals. He has served on committees with the American Institute of CPAs' (AICPA) Tax Section and currently serves on the Arizona Society of CPAs' (ASCPA) legislative tax liaison committee. Ed has published tax podcasts on tax matters and is currently producing the weekly audio and video for the Current Federal Tax Developments podcast on current tax matters for Kaplan Financial Education and the related blog with regular tax updates throughout the week. Along with writing, editing and presenting courses for the past 15 years, Ed has written articles published in Practical Tax Strategies and The Tax Adviser. He is a frequent contributor to a number of online professional tax discussion groups, including the NJCPA Member Open Forum.