Chad is a Principal based in Los Angeles that leads KPMG’s Development and Exempt Organizations Tax Practice for the West Region including the Pacific Southwest and Bay Area business units.
Chad has more than 15 years of experience serving nonprofit and governmental clients. Currently, he dedicates 100 percent of his time to serving philanthropic and tax exempt organizations including healthcare organizations, higher-education institutions, public charities, pension trusts, non-governmental organizations (NGO), private foundations, social welfare organizations, business leagues/associations, and corporate philanthropic divisions. Chad is also a deep subject matter professional with respect to tax exempt bond private business use issues and also developed, as well as, leads the KPMG Private Business Use services practice.
Although not a practicing attorney, Chad is a licensed attorney in the state of Georgia and has served as Assistant Attorney General for the Georgia Department of Revenue and a Staff Attorney for the US Court of Appeals for the Eleventh Circuit. Chad has been a member of the National Association of Bond Lawyers and is a member of the Georgia Bar Association. He also serves on the board of APLA Health and was the former Finance Chair of HealthMPowers, both Section 501(c)(3) public charities devoted to health and education. Chad is a regular speaker on issues pertaining to the not-for-profit industry and leads technical trainings on topics such as unrelated business income tax, nonprofit governance, politics, lobbying and the post-issuance compliance rules applicable to tax exempt bonds. Chad holds a Juris Doctorate (JD) degree from Mercer University School of Law and a Bachelor of Science Degree from Middle Tennessee State University.