Mr. Myers has dedicated himself to helping closely-held and private equity-owned enterprises navigate the complexities of tax strategy and tax compliance. Specializing in both tax return preparation and planning, he brings a nuanced understanding of the unique challenges and opportunities prevalent in various industries, including professional services, private equity, real estate and construction. This industry-specific expertise allows him to tailor strategies to meet the distinct needs of each client, ensuring optimal outcomes.

One of the key benefits Mr. Myers provides is the ability to serve as a single advisor who handles both the planning and execution of tax strategies, as well as the tax return reporting. This integrated approach ensures that the tax planning is not only well-conceived but also effectively implemented and accurately reported, providing clients with peace of mind and allowing them to focus on growing their businesses. Clients benefit from his comprehensive approach, which includes designing robust income and estate tax planning strategies; conducting detailed financial modeling; and coordinating seamlessly with valuation experts, legal advisors and leading his tax reporting team to ensure precise execution and compliance.

Mr. Myers’ notable partnership projects include transaction (structuring, step-up analysis, tax return reporting), complex non-recourse debt allocations to defer recognition on distribution proceeds, partnership freeze structures, profits interests, family partnerships, 1031 exchanges, state entity-level taxes and BBA audit support. His notable estate/trust/owner projects include the sale of closely-held partnership interest to a grantor trust, estate tax liquidity planning (including financing options 6166 and Graegin loans), generation-skipping tax planning, tax return filings (individual, trust, gift and estate) and IRS audit support.

Mr. Myers earned a bachelor’s degree in accountancy from the University of Maryland. He is a Certified Public Accountant in Virginia.