Real Estate Sales
Resume:
Dena L. Schwartz, CPA
Allen, Texas 75002
***********@***.***
Summary of Qualifications:
A highly accomplished, result oriented tax professional with twenty-two
years of diverse experience that encompasses numerous industries including
real estate management, real estate construction, commercial banking,
mortgage banking, gaming, hotels, restaurants, sports teams, financing,
investments, charitable organizations, transportation, and natural
resources. Expertise demonstrated in the following areas of taxation:
consolidated C-corporations; partnerships; individuals; S-corporations;
trusts including complex, grantor, and electing small business trusts; gift
and estate tax; foreign reporting; tax exempt organizations and multi-state
taxation. An effective negotiator in resolving business and tax
controversy. Holds an appreciation for the overall business purpose and
structure rather than a narrow tax perspective. An experienced leader
with proven success in team building, fostering communication between
operational and reporting personnel, and creative problem solving resulting
in effective business and tax solutions.
Professional Experience:
Unity Hunt, Inc. June 2005 -
Tax Director
January 2010
. Responsible for the overall tax function of the Lamar Hunt Family
organization - a large, diversified private company
. Managed and directed the preparation, review, and filing of all
federal and state tax returns for the family, their operating
companies, and their private equity holdings which is a tiered,
complex structure of over 120 entities including general and limited
partnerships, limited liability companies, complex trusts, grantor
trusts, electing small business trusts, estates, high net worth
individuals, C-corporations, S-corporations, and tax-exempt
organizations
. Provided leadership and direction with respect to tax planning and
strategy
. Consulted on FAS 109 and FIN 48 preparation
. Successfully rebuilt and restructured the tax department from the
ground up
. Developed and implemented new processes and procedures which led to
increased efficiencies, increased communication among departments, and
an upgraded quality of the tax product
. Implemented tax and business strategies that achieved increased cash
flows, lowered tax exposure, and simplified structures
. Identified outstanding issues and brought the organization into full
tax compliance eliminating potential costly exposure and generating
millions in refunds
. Opened communication channels necessary to achieve proactive rather
than reactive tax planning by establishing and maintaining key
relationships
. Developed strategies to minimize taxes under the unitary group concept
of the new Texas Margins Tax
Dena L. Schwartz, CPA
Page 2
Hollywood Casino Corporation March 1996 -
Director of Corporate Taxation November
2003
. Responsible for the overall tax function of the corporation, its
subsidiaries, and its affiliates totaling over fifty legal entities
including two large federal consolidated groups and several large
partnerships
. Responsible for all federal and state tax compliance, research, and
planning
. Managed and negotiated federal and state tax audits through the
appeals process including multiple federal large case audit cycles to
achieve a current audit status
. Managed external legal and accounting professionals regarding an
extensive, highly technical historical tax basis study to resolve
excess loss accounts
. Provided guidance and advice to top level management and shareholders
regarding the tax impact of potential transactions and structures with
an emphasis on the federal consolidation regulations including
numerous re-organization strategies such as spin-off transactions,
sales, mergers, acquisitions, bankruptcies, and liquidations
. Point person for special projects utilizing creative problem solving
skills
Belew, Averitt & Company August 1994
-
Tax Accountant March 1996
. Preparation of individual, partnership, corporation, estate, trust,
state and local tax returns
. Tax research and planning
. Business, estate, and succession planning
American Federal Bank, F.S.B. January
1990 -
Corporate Tax Analyst April 1993
. Preparation of consolidated corporation, partnership, state and local
tax returns
. Participation in federal and state tax audits
Bright Banc Savings Association July
1987 -
Corporate Tax Analyst January 1990
. Preparation of consolidated corporate, partnership, state and
local tax returns
Education: Master of Science - Accounting (Tax), University of North
Texas
Bachelor of Science - Accounting, University of North
Texas
Accreditation: Certified Public Accountant, State of Texas
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