Liz is a Principle in Washington National Tax and the Tax Sector Deputy for Banking & Capital Markets, specializing in federal and state tax planning, compliance, and provision work for banks and finance companies. She brings extensive experience supporting financial services organizations with a wide range of tax initiatives, including internal restructurings, deferred tax calculations for regulatory reporting, CCAR and DFAST, and accounting method changes. Liz is known for consulting with financial services clients to identify and develop more efficient tax department processes, leveraging customized technology tools tailored for financial institutions.

She has deep expertise in state and local tax planning and technical support, assisting numerous financial institutions in successfully resolving state tax controversy issues and redesigning structures to improve state tax efficiencies. Liz’s work spans tax exempt investment and associated interest disallowance, bad debt, partial worthlessness, debt charge-off, debt modifications, and state apportionment for financial institutions.