Caitlin is a principal with Baker Tilly’s specialty tax practice. She specializes in overall cash tax planning for businesses and technical tax accounting methods including inventory accounting (last in, first out (LIFO) and uniform capitalization (UNICAP)), revenue and expense recognition strategies and permanent deduction planning. Caitlin provides value to clients by monetizing deferred tax assets (DTA), minimizing permanent addbacks and securing IRS audit protection related to accounting method changes.
Caitlin has published numerous articles and thought leadership as it relates to federal tax planning and compliance. She is a recognized leader in her field on a national level. Caitlin started her career at a Big Four firm focusing on tax accounting methods and research and development (R&D) credits. Most recently, she was the co-leader of a middle market firm’s accounting methods practice.
- Overall cash tax planning through various accounting methods and elections
- Inventory planning and compliance including LIFO and UNICAP
- Revenue recognition planning and compliance
- Fixed asset and depreciation planning and compliance
- Interest capitalization
- Form 3115 filings and obtaining IRS audit protection on impermissible methods
- Lobbying expense analyses
- Meals and entertainment studies
- Base Erosion and Anti-Abuse Tax (BEAT), Global Intangible Low-Taxed Income (GILTI) and Foreign-Derived Intangible Income (FDII) planning
- American Institute of Certified Public Accountants (AICPA) Tax Methods and Periods Technical Resource Panel (TMP TRP)
- American Bar Association (ABA) Section of Taxation
- Illinois CPA Society (ICPAS)
- National Association of Manufacturers (NAM)
