Barry has spent more than 15 years advising clients on research and development (R&D) tax credit incentives. He has helped hundreds of companies successfully claim R&D tax credits and has saved taxpayers millions of dollars in federal and state research credits. He has extensive experience with building credits and incentives practices and his roles have included project management, developing project processes and deliverables, audit representation, software development and most recently, business development activities. Barry has experience in many industry sectors such as architecture and engineering, manufacturing, computer science and defense contractors.

Barry holds a bachelor’s degree from Loyola University New Orleans in psychology and marketing and an MBA in operations management/project management from Regis University in Denver, CO.
Fun Fact: Outside of work Barry spends his time enjoying the Colorado Mountains: Skiing, hiking, fishing and spending time with his wife and two kids.

Bio coming soon

Rob is a Regional Director with Tri-Merit based in Atlanta, GA. Rob is focused on bringing tax credit solutions to Georgia companies and CPA firms. Previously, Rob was a partner and co-founder of a tax specialty firm based in the Southeast. He has more than 15 years’ experience in helping companies realize tax savings through the R&D tax credit and the energy efficient commercial building credit (179D). Rob is a member of the Georgia Manufacturing Alliance and is frequently involved in their networking events.

Fun Fact: Rob is a big golf fan and has attended The Masters along with other events in Atlanta. In his free time, he likes to travel and spend time with family.

Michelle Powell is the Regional Director of Business Development at Tri-Merit.

Michelle began her accounting career working as a state tax auditor for the State of Missouri and later went to work in the tax department of a large technology company in the Chicago suburbs. Using her tax background, she went on to work with the two top tax publishers to help CPAs and tax professionals in the Midwest region.

Michelle now partners with CPA firms to help clients in all industries with specialty tax services, specifically the R&D tax credit and cost segregation. Michelle holds a Bachelor of Science in Accounting from Marquette University and lives in the Chicagoland area with her husband and three children.

Fun Fact: Michelle loves college football and professional baseball. One summer she attended more than a dozen Chicago Cubs games at Wrigley Field.

As an experienced specialty tax services consultant, Shaun has worked in consulting and implementation roles for large and boutique specialty tax services firms. He has consulted for multiple Top 100 INSIDE Public Accounting firms and has experience from managing over one hundred research and development tax credit studies for American businesses.

Born and raised in Texas, Shaun earned his J.D. from the Southern Methodist University Dedman School of Law in Dallas, Texas, and is a member of the State Bar of Texas. Shaun also holds undergraduate and graduate degrees in neuroscience from Johns Hopkins University and Baylor University, respectively. Shaun’s legal experience includes years in management at a high profile legal advisory firm. He worked with multiple Fortune 100 corporations and managed dozens of attorneys in support of patent litigation and antitrust matters.

Fun Fact: Shaun has loved traveling around the country since he was a kid, when his parents would take him on long road trips during summer vacations to show him the natural beauty and wide-open spaces of America. He has visited over 40 states in the United States and enjoys the search for local culinary specialties and regional comfort foods.

Charlie is an experienced executive with a demonstrated history of working in technology and finance.

As a Regional Business Development Director, he is passionate about working with companies to help them benefit from the R&D tax credit. From Northern Virginia and based in Tysons Corner, Charlie works with local as well as national CPA firms and clients. Charlie has a Bachelor of Science from Virginia Tech and over 20 years of technical consulting experience.

Fun Fact: In his free time, Charlie enjoys boating on the Potomac, sailing the Chesapeake Bay and visiting Atlantic coast beaches.

John works as Senior Director – Renewable Energy Incentives & Credits in Northern California for Tri-Merit Specialty Tax Consultants. John has many years of professional client advisory experience including his work in specialty tax incentives & credits since 2006. Prior to his work with Tri-Merit John served 5 years as Principal for national CPA firm CLA (CliftonLarsonAllen), leading their Western Region Federal Tax Incentives & Credits Group in Northern California. Currently John is leading Tri-Merit’s renewable energy tax credits & incentives service line, building on 20 years of professional and personal interests in clean electrification and renewable energy. John previously practiced as a corporate and tax attorney specializing in e-commerce businesses, and as a technology commercialization consultant to Los Alamos National Laboratory through a joint venture between Lockheed Martin and the US Dep’t. of Energy. John is a CPA in CA and CO, an Attorney licensed in MA, and has his LLM in Taxation from Boston University, JD from Villanova Law School, and BS in Accounting from Bentley University.

Leslie is a Business Development Representative based in Colorado. She has over ten years of consulting experience and two years of experience in guiding businesses toward the benefits of the R&D tax credit.

Leslie consults a diverse array of businesses including architecture and engineering, aerospace and defense, software development, and manufacturing.

Fun Fact: Leslie loves to spend time outdoors in Colorado majesty, reading, and playing her fiddle.

Bio coming soon

Bio coming soon

Randy has an extensive background securing financial, infrastructural, workforce, business planning, and other strategic resources for innovative organizations throughout his career in economic and business development. His successes range from leveraging federal, state, and local government business incentive programs to venture capital, research and development (R&D), and other entrepreneurial, energy, manufacturing, financial, and advisory investments to boost business growth and profitability. Accounting is a core practice throughout these initiatives.He is the founder and emeritus board member of the New Mexico Technology Council and a longtime board member of the Technology Councils of North America (TECNA). He served as the Director of Entrepreneurial Partnerships for Technology Ventures Corporation, a subsidiary of Lockheed Martin, specializing in technology commercialization through national labs, universities, and corporate strategic partnerships. Among other leadership roles, Randy also served as the Director of the Office of Science and Technology for the New Mexico Economic Development Department where he chaired the HyTEP international conference for hydrogen technology commercialization among other duties. His career works include serving on several nonprofit and for-profit boards, including the New Mexico Small Business Development Center and the NMSU College of Business advisory boards for multiple terms. He holds an MBA in the Management of Technology from the University of New Mexico’s Anderson School of Management as well as earning the CEcD certification through the International Economic Development Council.