Alex Bagne JD, CPA, MBA, CCSP – ASCSP President
Alex Bagne is the president of ICS Tax, LLC (ICS) and also serves as president of the American Society of Cost Segregation Professionals (ASCSP). His expertise includes the tangible property regulations, cost segregation, energy efficiency incentives (179D/45L), research tax credits, fixed asset reviews, and the IC-DISC export incentive. Prior to ICS, Alex worked for a decade with several Big Four firms. He has given Continuing Professional Education on a variety of tax planning ideas throughout the country. He is published in the AICPA’s Tax Advisor magazine and Accounting Today. Alex earned a BSBA in accounting from The Ohio State University, a Masters of Business Administration from the University of Minnesota, and a law degree from the Tulane School of Law in New Orleans, Louisiana. Alex is a licensed attorney as well as a certified public accountant. He is a Certified member of the ASCSP.
Peter Caputo CCSP – ASCSP Past President
Peter has over 23 years experience in the cost segregation field at Deloitte, where he has led the national market offering for 4 years. He has degrees in Civil Engineering and Accounting and is a current Board Member with the ASCSP. He has participated in the ASCSP Minimum Quality Standards development and is involved on the standards committee and has been a vocal “big 4” view of issues affecting our industry and organization for many years.
Cathy A. Harris, CPA, CCSP – ASCSP Board Member
Is the Managing Shareholder of Harbor Tax Group, Inc. As a Certified Public Accountant since 1997, and a cost segregation professional since 2000, Cathy has a diverse background in tax, cost segregation, tangible property regulations, and real estate transactions. Cathy has led cost segregation and tangible property training seminars nationwide. She is one of the authors of the book, Practical Guide to Cost Segregation (published by Commerce Clearing House) and has authored numerous articles. She is a 2009 Women in Business Achievement Award honoree by Inside Business Magazine and a former recipient of Virginia Business magazine’s “Super CPAs” award. Cathy received her Bachelor’s degree from Old Dominion University. She is a certified member of the American Society of Cost Segregation Professionals (ASCSP), a member of the Virginia Society of CPAs, the Commercial Real Estate Women’s Network (CREW), the Hampton Roads Association for Commercial Real Estate (HRACRE), and E.V. Williams Center for Real Estate. Cathy is a former officer and serves on the Testing and Technical Standards committees of the ASCSP. She is a committee chair, former officer and delegate for the Hampton Roads chapter of CREW, and she is a former committee chair for HRACRE.
Chris Hock – (See below under “Keynote”)
John Hoffman, CPA, CCSP – ASCSP Past President
John Hoffman is a Managing Director at Miller Cooper & Co. and also serves as an active member of the American Society of Cost Segregation Professionals (ASCSP). His diverse expertise includes cost segregation, tangible property regulations, energy efficiency incentives (179D/45L), research tax credits, fixed asset reviews, historic tax credits, new markets tax credits, affordable housing incentives, renewable energy tax incentives, real estate valuation, and project financial modeling. John’s career includes significant experience at a large international accounting firm as well as other national CPA and professional service firms. He is a frequent speaker on tax issues related to fixed assets and project finance. John earned a BS in architectural engineering from the Milwaukee School of Engineering, completed the accounting studies program at DePaul University, and earned a Masters of Business Administration in real estate from the University of Wisconsin. John is a certified public accountant and has passed the fundamentals of engineering exam. He is a Certified member of the ASCSP and is a past president, prior vice president, prior board member, and prior education committee chair.
Malik Javed CCSP – Past ASCSP Board
Malik Javed is a Principal and oversees engineering operations for Cost Segregation projects at KBKG. Since joining KBKG in 2004, Malik has performed thousands of Cost Segregation studies. Malik has also successfully represented KBKG’s clients in an IRS audit. He has been invited to speak to thousands of CPAs by some of the most prominent associations in the industry. He is a Certified member of the American Society of Cost Segregation Professionals (ASCSP) and is currently serving on the Board of Directors of the American Society of Cost Segregation Professionals. He is also a member of the ASCSP Technical Standards Committee. While on the Technical Committee, he assisted to update the Minimum Quality Standards for Cost Segregation Studies.
Chris Julien, CPA MST
Is a Senior Manager at Berntson Porter & Company, PLLC. As a senior manager in the tax department, Chris is involved with a variety of the firm’s clients across a wide range of industries performing tax analysis, review, and consulting. Client and Practice Specialty ▪ Construction and Real Estate ▪ High net worth individuals ▪ Professional service companies ▪ Technology companies ▪ Cost Segregation and Tangible Property Regulations Professional Experience ▪ Approving corporate, partnership, multi-state and individual income tax returns ▪ Consulting and researching for business, state and federal income tax matters to reduce taxes using quality tax planning strategies ▪ Income tax planning for closely-held businesses and their owners ▪ Representation of clients in federal and state income tax audits ▪ Leader of firm’s Tax Cuts and Jobs Act practice group
Education & Professional Designations ▪ Bachelor of Science degree in Packaging, Michigan State University ▪ Masters of Accounting, Grand alley State University ▪ Masters in Taxation, Golden Gate University ▪ Certified Public Accountant (CPA) ▪ Associate Member of American Society of Cost Segregation Professionals Memberships & Affiliations ▪ American Institute of Certified Public Accountants (AICPA) ▪ Washington Society of Certified Public Accountants (WSCPA) Personal In his spare time, Chris enjoys Crossfit, hiking, and playing guitar.
Brendan McAuliffe, MPAcc
Is a Senior Manager at Berntson Porter & Company, PLLC. As a Tax Senior Manager, Brendan is involved with a variety of the firm’s clients across a wide range of industries performing tax analysis, review, and consulting. Client and Practice Specialty ▪ Professional service companies ▪ Hospitality ▪ High net worth individuals ▪ Construction and Real Estate ▪ Cost Segregation and Green Building Incentives Professional Experience ▪ Reviewing corporate, partnership, multi-state and individual tax returns ▪ Consulting and researching business, state and federal income taxes ▪ Income tax planning for closely-held businesses and their owners ▪ Developing financial planning strategies ▪ Tax consulting related to business sales and acquisitions
Education & Professional Designations Bachelor of Arts degree in Business Administration (concentration in accounting), University of Washington Masters of Professional Accounting (Tax), University of Washington Certified Public Accountant (CPA) Memberships & Affiliations ▪ American Institute of Certified Public Accountants (AICPA) ▪ Washington Society of Certified Public Accountants (WSCPA) ▪ Associate Member of American Society of Cost Segregation Professionals Personal In his spare time, Brendan enjoys playing and watching soccer.
Travis Mlodzik, CCSP – ASCSP Board Member
- More than 11 years of cost segregation experience.
- More than 15 years construction experience, including residential framing, plumbing and heating project management and custom home estimating.
- Co-chairs the Education Committee of the American Society of Cost Segregation Professionals.
- Serves as a Director on the American Society of Cost Segregation Professionals Board of Directors.
- Certified Cost Segregation Professional (ASCSP)
Education
- Bachelor of Applied Science, Construction Management – University of Minnesota, Twin Cities
| Andrea B. Mouw, J.D. |
Principal Eide Bailly (Minneapolis, MN)
With a law degree and over 10 years of federal, state and international tax experience, Andrea provides a depth of expertise to Eide Bailly clients that is simply hard to find. Her main area of focus is on accounting method issues, such as income and expense recognition, capitalization and inventory issues. She also conducts regular seminars and workshops on numerous tax reform and accounting method related topics.
Vice-chair, Capital Recovery & Leasing Committee, American Bar Association Section of Taxation
Tax Accounting Committee, American Bar Association Section of Taxation
Minnesota Bar Association, Hennepin County Bar Association
Bachelor of Science, Business – Curtis L. Carlson School of Management, University of Minnesota
Juris Doctor – William Mitchell College of Law, St. Paul, Minnesota
Steven Nanos
Forty years in business development for the energy, environmental, HVAC and power generation industries with a specific focus on assisting architects, engineers and building owners in specifying green energy efficient equipment and systems for various applications including manufacturing facilities, schools, hotels, offices, and warehouses. Steve has also presented the EPAct 179D and 45L programs to numerous private and public entities and to associations and industry meetings as well for both educational benefits and Continuing Education credits.
B.S. in Engineering from Rensselaer Polytechnic Institute in Troy, NY.
Joe Zenk CCSP – Past ASCSP Board Member
Joe is a Director and one of the leaders of Deloitte’s Cost Segregation Services practice. Joe is a licensed civil engineer, certified cost professional engineer and Certified Member of ASCSP with 16 years of design, construction, and project management experience prior to joining Deloitte. Joe has been with Deloitte since 1995 focusing on cost segregation services. Over the course of the past 23 years Joe has been responsible for delivering more than 1000 cost segregation projects ranging from power generation and process industries to office buildings and retail establishments.
ECONOMICS PRESENTERS:
Murat Arik, PhD, PDBP
Murat Arik is director of the Business and Economic Research Center (BERC) in Jones College of Business at Middle Tennessee State University, where he is also assistant professor of Management. His primary research areas include regional economic development and competitive dynamics. He is on the board of
the Institute for Global Business Research and co-editor of its Global Journal of Management and Marketing. He is author of the textbook Economic Impact or Contribution (Lexington Books) and coauthor of Understanding and Analyzing Competitive Dynamics (Lexington Books). Arik earned his PhD in
Political Science at the University of Connecticut and a PDBP in Management and Marketing from Warrington College of Business at the University of Florida.
Steven Livingston, PhD
Steven Livingston is the Associate Director of the Business and Economic Research Center and Professor of Political Science and International Relations at Middle Tennessee State University. He edits Global Commerce, a trade newsletter twice the recipient of the AUBER Award for Excellence in Publications. The author of two books and numerous papers and articles, his research focuses upon trade and the global economy.
He has been awarded a Pew Charitable Trust Faculty Fellowship in International Affairs, and has served on the TVA Economic Health Advisory Committee. Professeur Invité at the Université de Caen, he lectures there annually on the international economy. Dr. Livingston received his Ph.D. in Government from Harvard University.
KEYNOTE PRESENTER: Chris Hock
Summary:
- 20+ years diversified experience selling and/or delivering professional services
- Big 4 accounting & consulting
- Top producing sales manager, turnaround specialist, and field consultant with a leading Fortune 500 consulting, staffing and recruiting firm
- Key member of an interdisciplinary team of professionals that grew a business from start up to approximately $300mm in five years
- Extensive experience as a retained search consultant advising venture capital firms, promising startup’s, Fortune 500, and other high growth mid-sized companies
- Hands on leadership in the launch of three entrepreneurial businesses that continue to grow and thrive today
- BS/BA in Honors Accounting from The Ohio State University
- Case Western University Executive Education: Building Leadership Capacity Through the Power of Intentional Change, Advanced Emotional Intelligence, Igniting Positive Change Through Appreciative Inquiry, and Developing Resonant Leadership
- Certified Meyers Briggs Practitioner
- Active in supporting a number of local and worldwide philanthropic organizations
Chris Hock is the founder and president of Griffon Partners, a boutique consultancy that delivers leadership, sales advisory and retained search services. At the heart of Chris’ practice is sales and marketing whether it is to help companies themselves improve their processes, find the elite leaders who can drive their business or drive Griffon Partner’s growth. Growing up as a middle-class Midwestern kid in Mansfield, OH Chris caught the entrepreneurial/ sales bug early mowing lawns, working grunt jobs in the manufacturing shops of local successful entrepreneurs and watching his grandfather build a business from scratch which he started after returning home from WW2. These experiences inspired Chris to build eventually want to own his own business someday.
He was as a student athlete and graduated from The Ohio State University’s Honors Accounting Program in the early 90’s. After college, he then moved to Denver, Colorado to begin his professional odyssey starting out as a (then) Big 6 Accountant and consultant with Deloitte and Touche. Noticing his desire to spend too much time talking with client’s and partners about the business problems which needing solved and the firm’s services that could be sold to do so vs… doing his audit work Chris set a goal to take make the career leap from accounting into sales. Thankfully he did this before his constant challenging of the business development status quo at the firm got him fired!
While interviewing for sales roles with software and medical products companies Chris was recruited by one of the largest, most dominate international staffing and recruiting firms to work as a recruiter in their Denver office. the next 5 years would be an explosive period of growth both for him personally, receiving 4 promotions, as well as the firm. During that time, Chris would become one of the top 3 recruiters in the region, successfully launch the Denver market’s senior level project professional business achieving the fastest start to 30 consultants on billing in 6 months in the company, travel the country helping the first 50 offices optimize sales and get off the ground before being tasked with then stabilizing and turning around two of the company’s higher potential but under-performing offices in the Midwest. One office went from the bottom 3 in the region to the top 3 in only a year. After a great run, it was time for Chris to focus to focus on achieving the goal of running his own company. With a vision to offer clients “large firm” resources with “boutique firm” focus, commitment and agility Chris set out to build a unique business that put his experience as a consultant and sales leader to use.
To offer clients the most impact Chris’ focused his search and advisory services on applying his experience and research to help clients pull the 2 main levers for company success as he saw it; 1) Build the best leadership teams possible and 2) Drive the best sales strategies. 18 years later Griffon Partners has helped a number of companies build exceptional sales, marketing and other functional leadership teams. Clients range from start-ups to growth-minded Fortune 500 companies. A number of Chris’ clients have gone on to achieve as much as 4x-10x growth in the time they’ve worked together as well as profitable liquidity events as large as $2.2B. Chris lives in Central Ohio with his wife Lori and their two dogs Tex and Ranger. When he’s not working, Chris enjoys a number of outdoor activities including boating, hunting, fishing, and Archery. Chris is also a Brazilian Jiu-Jitsu practitioner and active competitor.