Capstan Tax Strategies Partner Terri Johnson is passionate about her work. She truly enjoys helping commercial real estate owners and investors realize significant tax savings using engineering-based tax strategies.
Ziv is the Director of Engineering as well as a Partner at Capstan Tax Strategies. Over the past 10 years, he has provided the sophisticated technical analysis required to develop and employ engineering-based tax approaches.
Mike is the Chief Financial Officer of Capstan Tax Strategies. With over 20 years of progressive experience in management, business planning, financial analysis, financial services, capital planning, technology, and real estate, Mike is uniquely qualified to oversee all aspects of Capstan’s financial and operational strategy.
Tom Hamel has over 30 years’ experience as a CPA focused on taxation in public accounting. As Capstan’s Director of Tax, Tom is responsible for managing Capstan’s quality assurance program around tax reviews of Capstan’s work product.
David Stephens is a project engineer with Capstan Tax Services. He has completed cost segregation studies of multi-family residential properties, retail facilities, auto dealerships, corporate office spaces, and warehouses.
As a project engineer, Chris provides administrative and technical support to the Capstan team of engineers. His attention to detail and organizational abilities aid the Capstan engineers in producing consistent, timely, and precise reports.
LyChou Kouai is a senior project engineer with Capstan Tax Strategies. She has completed more than 400 cost segregation and recap studies dealing with common property types, such as shopping centers, warehouses, and residential complexes, while enjoying the challenge of unusual facilities, including a complicated ski resort/golf course hybrid.
Andy Murdie is a project engineer with Capstan Tax Strategies. Andy brings a wealth of cost segregation experience to the team, having spent nearly a decade as the sole cost segregation analyst for a large commercial developer in the Northeast.
Joshua Rosenbloom is a project engineer for Capstan Tax Strategies. Joshua has completed cost segregation studies for a wide variety of properties, including multi-family residential complexes, office buildings, and shopping centers. Joshua consistently utilizes his significant experience in project and construction management to provide each client the best possible outcome.
Oscar Renderos has performed over 300 cost segregation studies in his career, and has experience with virtually all property types. Based on the west coast, Oscar has completed studies on warehouse and retail spaces, medical and mixed-use facilities, trucking centers and multifamily properties, and more.
Ty Wimmer is a degreed engineer with years of construction experience. He’s been a project manager, an efficiency consultant, a cost estimator, and for the last five years, a cost segregation professional. Working primarily with high net worth clients, Ty has performed hundreds of successful studies on all types of commercial real estate.
As Regional Director of Business Development, Jacob works closely with his clients – planning with them, building with them, and celebrating with them. Jacob prides himself on creating long-term relationships – not short-term sales — and his analytical skills and financial expertise allow him to function strategically as a trusted advisor.
Carly Coker is an R&D Project Manager at Capstan Tax Strategies. To date she has conducted over 300 R&D Tax Credit Studies, yielding over $75 million in federal and state tax credits. She has experience in nearly every technical industry, though her favorites are manufacturing, architecture, and engineering.
Lindsey is the R&D Success Manager at Capstan Tax Strategies, leading an interdisciplinary team of technical experts. Lindsey works with engineers, attorneys, and tax and finance professionals to identify and maximize R&D Tax Credits. In the last decade, Lindsey has personally conducted over 400 studies, identifying and substantiating more than $200 million in federal and state tax credits.
Jacob Sharick has construction in his blood. He spent his formative years pitching in at his uncle’s construction company, where he developed a lifelong fascination with the building process. Jacob has performed hundreds of cost segregation studies and is familiar with every type of commercial real estate.
Zach Shaffer has extensive experience in cost segregation studies, having performed and overseen several million dollars worth of projects on a broad range of commercial properties. A natural leader, he has trained and managed staff engineers in two geographically distinct offices simultaneously.
Kristen has 5+ years of experience helping taxpayers benefit from specialty tax incentives. She has assisted on over 200 R&D Tax Credit Studies, performing data analysis, drafting reports, and conducting contract and compliance reviews.
As Special Projects Coordinator, Helena Carmel gets to put her unique stamp on all things Capstan. From enormous endeavors — like the Capstan website — to more petite projects — like our Capstan-branded baby gear — Helena strives to make everything well, special.
Aileen Gullotti is Capstan Tax Strategies’ Manager of Client Success. Based out of Dresher, PA, Aileen has over a decade of experience working with real estate owners and their tax professionals. Aileen manages the Client Success Team, smoothly shepherding each project from proposal to completion.
Gina brings a wealth of experience, having worked in finance and sales for most of her career, particularly in the auto industry. The skills she developed in that fast-paced world – communication, precision, and adaptability – make her a great addition to the Capstan team.