Global Tax Leader
Key Areas of Expertise
• Tax and Treasury leadership of Mergers and Acquisitions – Primarily US based; $30 million to $100 million
• Income Tax Accounting (ASC 740 & FIN 48), APB 23, FAS 123R, FAS 142R, SFAS 144R, and SOX 404 compliance
• Global Tax Research and Planning
• Global Tax Credit Monetization (Foreign Tax, R&D, local tax credits and incentives)
• Federal Production Deductions (IRC 199) and R&D Credits
• Proactive Global Tax Compliance and Controversy Risk Minimization
• Minimization of ASC 740 and Cash Tax Effective Tax Rates
• Tax Department Restructure
• Global Transfer Pricing – Planning, Risk Minimization, and Controversy Settlement

Provided consulting to profit and non profit organizations in the areas of tax, treasury, and risk management.

Global Tax Leader
Key Areas of Expertise
• Tax and Treasury leadership of Mergers and Acquisitions – US based and Foreign based; $50 million to $1.4 billion
• Income Tax Accounting (ASC 740 & FIN 48), APB 23, FAS 123R, FAS 142R, SFAS 144R, and SOX 404 compliance
• Global Tax Research and Planning
• Global Tax Credit Monetization (Foreign Tax, R&D, local tax credits and incentives)
• Federal Production Deductions (IRC 199) and R&D Credits
• Proactive Global Tax Compliance and Controversy Risk Minimization
• Minimization of ASC 740 and Cash Tax Effective Tax Rates
• Tax Department Restructure
• Global Transfer Pricing – Planning, Risk Minimization, and Controversy Settlement

 Created the global corporate treasury, tax and risk management departments
 Identified and implemented financial strategies that have reduced FX risk.
 Reduced global tax rate from 39% to as low as 14%
 Established a global insurance program that has levered on the Company’s global risk profile and significantly reduced global insurance expense.
 Directed and ensured continued compliance with Sarbanes-Oxley in the financial disciplines controlled; Tax Treasury and Risk Management.
 Successfully completed Sarbanes-Oxley first and subsequent year reviews in both the Global Tax and Treasury functions.
 Lead and direct the Company’s participation in the C-TPAT/ISA initiative with US Customs. Molex became a C-TPAT participant in August 2003. Lead and direct the Company’s C-TPAT validation of key foreign subsidiaries
 Deal with US Customs audit on issues relating to prior disclosures.
 Lead and direct the Company’s standardization of record retention policy on a global basis.
 Lead and direct the Company’s standardization of Disaster Recovery Plans and Business Continuation Planning
 Key member of Company’s due diligence team that is involved in global M&A work ranging from $2 million to $1 billion projects
 Develop and make presentations to senior management and the Audit Committee.

Senior tax officer responsible for worldwide tax planning and strategy and day-to-day supervision of US and international tax departments. Responsibilities include research and planning, oversight of compliance and coordination, budgeting and supervision of worldwide tax counsel and advisors. Heavily involved in the design and implementation of transactional tax planning, including acquisitions/divestitures, restructurings, financing, cash deployment and repatriation and spin-offs. Coordination of international tax compliance, applications for rulings from the IRS and foreign tax authorities and lobbying through organizations such as TEI and FEI. Responsible for managing and mentoring 4-member tax department Chicago, Illinois and foreign office accounting personnel with tax responsibilities. Oversee outside advisors globally on extensive outsourcing and tax planning projects. Reported to the Senior Vice President and Treasurer. Managed the closure of the corporate headquarters tax function in Chicago that was relocated to Pennsylvania.

 Assisted in the tax planning, M&A and IRS exam functions for a financial services company with over $30 billion in revenues.
 Identified and implemented various tax planning strategies.
 Successfully defended Company’s transfer pricing methodology in an IRS exam, resulting in the reversal of a proposed adjustment of approximately $800 million to $1 billion at the exam level.
 Successfully negotiated without litigation.
 Worked as a key team member in the spin offs of Allstate and Dean Witter Reynolds
 Worked as a key team member in the disposition planning of Coldwell Banker and Homart
 Worked as a key team member in implementing the Tower Transaction

 Managed global tax planning and research.
 Managed the creation of holding company structure and subsequent M&A and spin offs.
 Worked on numerous mergers, acquisitions and divestitures ranging from $10 million to $300M

Tax planning and research
Tax compliance