Jim Lundy is a partner in the Tax & Business Services division and a member of Marcum’s national Construction Industry Practice group. With more than 30 years of experience in both public and private practice, Mr. Lundy is one of the most respected tax consultants in the construction industry. He works regularly with more than 350 construction entities to provide a wide range of tax services.
Kelli has been in public accounting for over 20 years. She provides tax planning and compliance services to clients in the real estate and construction industry. Her experience also includes significant consulting with closely-held corporations, S Corporation, partnerships and high-net worth individuals. Her close, hands-on approach to client relationships enables her to effectively and creatively advise clients on a wide range of business matters.
Cord is a Managing Director in the Tax Department of CBIZ MHM, LLC and shareholder in Mayer Hoffman McCann, PC in Phoenix, Arizona, where he is involved in all aspects of federal and state taxation, including compliance, planning and research for both individuals and business entities. Cord has more than 25 years of experience in public accounting and is a member of the firms National Construction Industry Practice Group.
Anthony Ivener, CPA, is a Founder and Managing Shareholder of Ivener Management Group (IMG). IMG is a trusted partner and a full service financial advisory firm specializing in succession and estate planning to the construction industry. IMG’s goal is to help contractors build, manage risk and ultimately transition their construction companies. Tony has been a featured speaker on construction-related issues for numerous organizations including CFMA, AICPA, AGC, the Florida Institute of CPAs, Enterprise Network Worldwide, CICPAC, and D.C.