DIRECTOR, TAX SERVICES
Trey began his career in 2008 at a Big Four public accounting firm before joining LaPorte in 2016. He has experience in tax compliance, tax planning, and other tax consulting services for multinational SEC registrants, national middle market companies, S corps, partnerships, and high-net-worth individuals. Trey’s clients operate in a wide range of industries, including financial services, healthcare, manufacturing, oilfield services, and real estate.
He is a member of the firm’s corporate and partnership technical resource groups.
Trey co-leads the firm’s Real Estate Industry Group. He has extensive experience with real estate clients, including multi-family housing projects, shopping centers, office buildings, and developers. In addition to tax compliance and planning, Trey has experience in transaction structuring, acquisition and disposition planning, entity of choice, and cost segregation studies. To support the full needs of his clients Trey works effectively with tax attorneys, qualified intermediaries for 1031 exchanges, financial advisors, accounting staff, and others.
Trey’s energy industry experience includes providing tax compliance and consulting services to oilfield service companies and offshore vessel companies.
Trey’s financial services experience includes serving national, regional, and community financial institutions. His insurance industry experience includes serving a multinational healthcare insurance association’s licensee, life insurance companies, and property and casualty insurance companies. Trey is a member of LaPorte’s Financial Services Industry Group.
Trey’s focus on healthcare began early in his career, serving healthcare entities from some of the largest to small, local providers. Included in his client experience are notable home healthcare and hospice providers, physician networks, and local retail compounding pharmacies, among others. Trey provides tax planning, tax compliance, and tax consulting in areas such as sale of business, acquisition of new provider locations, succession planning for next generation owners, and more.
Bachelor of Business Administration in Economics and Finance, Loyola University New Orleans
Certified Public Accountant
American Institute of Certified Public Accountants
Society of Louisiana Certified Public Accountants
Educators for Quality Alternatives Board of Directors, Member and Board Treasurer