David McGuire is a leading expert on cost segregation, fixed assets and depreciation law and a co-founder of McGuire Sponsel. He has reviewed real estate portfolios ranging in size from six-figure acquisition costs to billions of dollars in value and has provided cost segregation services for companies in a wide variety of industries.

While serving in consulting and management roles with Big Four accounting firms, he acquired a thorough understanding of the Internal Revenue Code’s depreciation provisions. He has also shared his expertise in depreciation techniques and practices through speaking engagements and workshops for industry groups and accounting firms, including the American Bar Association and multiple CPA Real Estate groups.

McGuire continues to grow McGuire Sponsel’s national presence in cost segregation and depreciation. He is the primary resource for alliance firms in regards to how tax law affects depreciation. His knowledge in determining asset costs and classifications has held up against IRS scrutiny and has built the firm into a trusted industry resource. McGuire’s expertise in depreciation extends beyond the engineering portion of a study. He is often called on to consult in other areas including bonus depreciation and the effects of depreciation on complex transactions, such as Step Up in Basis, Section 108, and Passive Loss Limitations.

Since the Energy Policy Act of 2005, McGuire has been a leader in developing the firm’s Energy Efficiency Consulting practice. McGuire is a recognized expert in areas such as 179D and Alternative Energy Tax Credit Consulting.

McGuire earned a degree in civil engineering from the University of Notre Dame with a concentration in structural design.

TJ Sponsel II co-founded McGuire Sponsel to deliver consulting services to leading local and regional CPA firms and companies across the country. His experience maximizing clients’ credits and incentives has grown McGuire Sponsel into a leading advisory firm.

Sponsel has been instrumental in adding new services that complement the firm’s current business model while bringing additional value to current clients. He has diversified McGuire Sponsel’s service offerings to include the Financing and Economic Incentives Practice and the IC-DISC Practice. The combination of these services with the R&D and Cost Segregation Practices have resulted in substantial growth for the firm’s alliance network.

As a highly sought-after speaker, Sponsel is able to share his practical experience and technical knowledge to CPA firms and industry trade associations throughout the country. His involvement in guiding clients through the R&D Tax Credit process has made him a trusted industry leader. Partnering with clients ranging in size, he maximizes available tax credits that withstand IRS scrutiny.

During the tax planning process, Sponsel is transparent with clients and identifies potential opportunities for each specific situation. With vast experience in public accounting and tax consulting, he understands the importance of a CPA firm’s relationship with each of its clients. Sponsel’s approach to client service has included producing consistent results with personal service so firms can confidently integrate McGuire Sponsel into their strategic tax planning.

Sponsel earned his Bachelor of Science in Accounting from Manchester College.

Kyle Riddle leads McGuire Sponsel’s highly successful Research and Development Tax Credit Practice. He has played an integral role in taking the practice from a regional service provider to a national industry leader.

He combines his engineering background and knowledge of product and process development life cycles with his extensive experience with the tax code, regulations, and case law to achieve maximum R&D Tax Credits for clients. Kyle leads a team of R&D Tax Credit experts who work with McGuire Sponsel’s clients on a one-on-one basis to successfully qualify, quantify, and substantiate federal and state R&D Tax Credits.

Kyle has a successful, proven track record in securing R&D Tax Credits and successfully navigating clients through IRS examinations and audits from state taxing authorities.

He earned a degree in engineering management and manufacturing from Miami of Ohio and worked at a Washington, D.C.-based general contracting and construction management company prior to joining McGuire Sponsel.

Justin Gephart possesses a wealth of industry knowledge and specializes in cost segregation and fixed asset review, two of our firm’s primary areas of expertise. He also oversees McGuire Sponsel’s business development activity, propelling the firm’s expansion and increasing national reputation. He has over nine years of tax and public accounting experience working with both individual and corporate tax clients of various sizes. McGuire Sponsel’s clients seek his expertise in conducting conservative cost segregation studies that maximize asset reclassifications. Transparency is at the forefront of every study as Gephart partners with clients to understand their business and guide them through the tax planning process from start to finish.

Gephart has considerable experience leading studies in a variety of industries, including industrial, retail, commercial, and multi-family facilities. He and his team optimize depreciation schedules and recommend alternative tax strategies that may have previously not been considered. Prior to joining the firm in 2012, he worked in the public accounting sector. Gephart received his Business Management degree with a specialization in accounting from Indiana Wesleyan University.

Doug Dalton is a Principal of the Financing and Economic Incentives Practice and the Director of the Nonprofit Advisory Practice at McGuire Sponsel, LLC, a national consulting firm that is registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) as an Independent Registered Municipal Advisor (IRMA).

Doug’s role includes assisting corporate, governmental and nonprofit clients in developing financing and hedging strategies for new debt projects and refinancing of existing debt.

Before joining McGuire Sponsel, LLC, Doug was the owner of a Municipal Financial Advisory firm for four years and served for 11 years as Vice President in the Capital Markets Group for Fifth Third Securities, Inc. While at Fifth Third Securities, Inc., Doug focused on taxable and tax exempt financing for corporate, nonprofit and municipal clients. During Doug’s career, he has worked on over 400 deals. Doug is an accomplished speaker and contributor of articles to financial, accounting and business publications and to economic summits on debt financing. McGuire Sponsel is an independent municipal financial & swap advisory group headquartered in Indianapolis, Indiana, with offices in Idaho, Virginia and Ohio. McGuire Sponsel works on behalf of its clients as independent, conflict free advisors.

Dalton received his B.S from the University of Cincinnati in Finance / Real Estate. He currently resides in the Cincinnati area.

Mark O’Dell has a wealth of skill and knowledge in the areas of international corporate taxation and mergers and acquisitions. He brings more than thirty years of experience to the table as a corporate tax director and/or corporate tax manager for several publicly-traded multi-national companies, both U.S. and foreign-owned. As a Principal for McGuire Sponsel, one of O’Dell’s primary focuses is overseeing the growing IC-DISC practice.

O’Dell graduated from Ohio State University in 1987 with a Bachelor of Science degree in business administration with an accounting major. He joined McGuire Sponsel in January 2009, and has CPA licenses in both Indiana and Ohio.

O’Dell has been involved in numerous mergers and acquisitions transactions, both as the company being taken over and the absorbing entity. Having spent years working throughout Europe, he is now eager to translate his multi-national corporate experience to assist smaller U.S. firms that could benefit from his knowledge.

As a Principal at McGuire Sponsel, Mike Dalman’s primary role is to develop and grow key, CPA firm alliance relationships across the country. He positions himself as a trusted resource and removes the complexities and uncertainties that are frequently associated with specialty tax and economic incentives. From start to finish, he strives to maximize value by integrating himself and McGuire Sponsel into the strategic tax planning initiatives of the CPA firm and their clients. Mike’s hallmark is working side by side with the CPA firms to empower them to win new work through McGuire Sponsel’s specialty tax lines.Prior to joining McGuire Sponsel, Mike worked in the investment management industry where he earned his Chartered Market Technician (CMT) certification, the top distinction among Security Analysts on Wall Street. Mike earned a degree in Business and Finance from Purdue University.

As a Principal in the Financing and Economic Incentives Practice, Steve Brunson helps growing businesses across the country throughout the site selection process. Steve brings insight and value through site identification, comparative analysis, demographic and labor force analyses, tax and non-tax cost comparisons and economic incentives negotiation and procurement.

Prior to joining McGuire Sponsel’s economic incentive team, Steve worked in the tax consulting department at a top regional CPA and advisory firm and served as a partner in a national tax consulting practice. He is experienced with tax incentives at all levels including local, state and federal tax incentives. In his role at McGuire Sponsel, Steve specializes in incentive identification, negotiation, and compliance. He works closely with other advisors including attorneys, CPAs, and bankers to coordinate strategies that bring the greatest benefit to each client he serves.

Steve earned his Bachelor of Science in business administration from the University of Notre Dame. He resides in Greenwood, Indiana.

Joining the firm in 2008 as a tax consultant, Schwarz is a Principal for the IC-DISC Practice. Dedicated to bringing value to clients, he uses his knowledge in different disciplines to reduce clients’ overall tax burdens.

As a Certified Public Accountant, Schwarz uses his knowledge and experience to manage all aspects of the IC-DISC compliance process. Working with a variety of industries, he is able to recognize opportunities and find ways to reduce exporter’s taxable income.

Schwarz partners with clients to form new IC-DISC entities, run commission calculations, and increase the overall export tax savings opportunity. He specializes in utilizing McGuire Sponsel’s proprietary transaction by transaction (TxT) methodology to maximize clients’ commissions and tax savings.

As McGuire Sponsel’s first recruit, Schwarz has played an integral role in several areas of the firm. Schwarz earned a bachelor’s degree from Middlebury College.

As a consultant for McGuire Sponsel’s Economic Credits and Incentives practice, Ben Worrell will foster client relationships by guiding clients through the intricate compliance requirements associated with credits and incentives benefits.

Worrell builds confidence in the McGuire Sponsel client relationship by working with clients throughout the duration of their project – not just in a one-off transaction.  Worrell built his relationship management experience through his time as a small business advocate and advisor in management and economic development roles.  Worrell graduated from Hanover College with a political science degree and Cedarville University with an MBA.

As a consultant for McGuire Sponsel, Robert “Bob” Poisal focuses on developing new and existing relationships with CPA firms and other companies in its Midwest market.

Poisal relies on his previous experience working with large CPA firms to implement and maintain a business in Cincinnati, Lexington, Louisville, northern Indiana, and southern Indiana.

By taking the necessary time to explain McGuire Sponsel’s process, Poisal is able to show how the firm can become a back office solution to CPAs and service providers.

Prior to McGuire Sponsel, Poisal spent twelve years in tax publishing and ten years as a Business Development Director at two Top Five national accounting firms where he was responsible for acquiring new clients for tax, audit, and consulting services. Poisal attended the University of Indianapolis.

As a consultant for McGuire Sponsel Economic Incentive’s Practice, Ed Petras will guide businesses on site selection, credits and incentives procurement and growth and expansion efforts.

The majority of Petras’ professional career has been spent in sales for the single-family home construction industry. Most recently, Petras served as vice president of sales and marketing at Estridge Homes, a top central Indiana homebuilder. He was responsible for implementing coaching, marketing and sales training programs.

Ed attended Indiana University and graduated with a double major in History and Economics.

As a consultant for McGuire Sponsel, Tim LeMasters focuses his time on building and nurturing relationships with CPA firms and other service providers in the Midwest. With over 12 years of sales experience, LeMasters is committed to understanding clients’ needs and determining how McGuire Sponsel can bring value.

LeMasters forges strong relationships and exceeds expectations, constantly seeking ways to highlight potential opportunities. By taking the necessary time to explain McGuire Sponsel’s process, LeMasters is able to show how the firm can become a back office solution to CPAs and service providers.

With a strong business background, LeMasters is experienced in lead generation and relationship management. LeMasters studied business at Walter State Community College.