Professional and industry experience 

Alan is a Tax partner in the Mergers & Acquisitions Tax practice in KPMG’s Houston office. Alan is the national leader of KPMG’s National Projects Group. He specializes in the areas of mergers, acquisitions, divestitures and bankruptcy tax planning. Alan also specializes in the areas of consolidated return group tax planning (including stock basis calculations and loss disallowance planning), earnings and profits calculations, net operating loss preservation and utilization planning (including section 382 ownership change planning) and corporate bankruptcy tax advisory.

Background

Alan has been with KPMG for over 31 years. Alan was admitted to the KPMG partnership in 1995. Alan previously worked in KPMG’s New York office, where he served clients throughout the United States. He is one of the firm’s instructors at training courses on the topics of consolidated returns, loss limitations, and mergers & acquisitions. He is also a frequent speaker outside of the firm on the topics of consolidated returns and the tax consequences of restructuring a troubled company in or out of bankruptcy. 

Function and specialization

Alan is a Tax partner in the M&A Tax practice specializing in mergers, acquisitions, divestitures and bankruptcy tax planning.

Education, licenses & certifications

• BBA degree in accounting, summa cum laude, Baylor University
• Licensed Certified Public Accountant, Texas, New York and California
• Certified Insolvency Restructuring Advisor (CIRA)