The members of TRCG Advisors are experienced attorneys, tax professionals, and consultants who possess an extensive professional background in specialized credits and incentives, including the R&D tax credit. TRCG’s professionals honed their expertise in their prior roles with Big 4 tax practices, national and regional law firms, and national tax advisory practices. TRCG works with regional and national CPA firms to assist its clients with specialized tax credits & incentives.
Tom Nally is a Managing Director with TRCG Advisors. Previously, Tom served as a Director at a national tax advisory firm. In this position, Tom primarily worked with CPA firms and end-clients to identify tax savings opportunities via Research and Development, Export, and Sales & Use tax incentives. Tom has guided a broad range of clients in the Manufacturing, Oil & Gas, Information Technology, and Life Sciences industries through specialized tax credits and incentives engagements. Tom also served as a Senior Consultant for Protiviti Consulting, Inc. and Arthur Andersen, LLP, where he managed audit and consulting engagements for Fortune 500 companies in the Manufacturing, Utilities, Oil & Gas, and Retail Industries.
Tom earned a B.S. in Information Systems with a concentration in Accounting from Louisiana State University and a J.D. from The University of Houston Law Center.
Adam M. Weems
Adam is a co-founder and Managing Director of TRCG Advisors, LLC. He earned a B.A. from Louisiana State University and a Juris Doctor from Loyola University New Orleans College of Law. Adam began his career practicing law in the New Orleans area, specializing in corporate, tax and litigation matters. After Hurricane Katrina swept through the Gulf South, Adam served as General Counsel for a multi-state steel fabricator and oversaw the company’s legal and tax operations.
With a legal background and years of manufacturing experience, Adam lends a uniquely knowledgeable perspective to TRCG clients working to capture, support, and sustain R&D tax credit claims. Based out of TRCG’s Miramar Beach, Florida office, Adam leads the firm’s operations in the Southeast United States.
Andrew Murrell is a Managing Director with TRCG Advisors. Prior to TRCG Advisors, Andrew worked for Deloitte Tax, LLP, as a Senior Tax Consultant in the firm’s Research and Development Tax Services Group. Andrew has extensive experience working exclusively on federal and state research and development tax incentive claims. During his tenure at Deloitte, Andrew worked primarily with fortune 500 companies in the oil and gas, waste disposal, semiconductor, computing, food products and biotechnology industries to develop annual R&D credit claims ranging in size from $1 million to $25 million, as well to prepare responses to defend the credits claimed.
Andrew received his Juris Doctorate from Southern Methodist University’s Dedman School of Law.
Andrew Nguyen is a Senior Manager with TRCG Advisors and has years of experience in successfully executing Research and Development tax credit studies. Prior to his tenure at TRCG Advisors, Andrew worked for Deloitte Tax, LLP, as a Senior Tax Consultant in the firm’s Research and Development Tax Services Group. He obtained his bachelor’s degree in biology at the University of Texas in Austin with an emphasis on medicine.
After assisting in cell biology research in the Houston Medical Center, he completed his MBA at the University of Houston. He has completed hundreds of studies for clients in a variety of industries, including Life Sciences and Food Industry, and has assisted in numerous successful audit resolutions.
Carolyn has been providing research tax credit studies to companies claiming the credit since 2000. She spent over ten years in the national R&D group of a Big 4 accounting firm and over four years leading the California practice at a large regional firm. Carolyn has significant experience assisting companies in identifying, increasing, documenting and supporting R&D tax credits for a variety of industries. Carolyn has worked with companies in a variety of industries including manufacturing, software development, wireless, high-tech, life sciences, med-device, pharmaceutical construction, food-processing and aerospace. She has extensive experience implementing client consulting projects and providing clients with federal and state taxing agency defense. Carolyn has also successfully defended companies during federal IRS and state examinations. Carolyn is a member of the California Bar and is also a member of the R&D Credit Coalition Technical Committee.
She received her Bachelor of Arts from University of California, Santa Barbara, a Masters from California State University Fullerton, a Juris Doctorate from Southwestern University School of Law and her LLM from Chapman University School of Law.
Stephanie Doughty is a Senior Director with the tax advisory firm, TRCG Advisors, LLC. Stephanie was born and raised in New Orleans, LA and still resides in her home state. She received a B.S. in Marketing with a minor in Accounting from the University of New Orleans.
Stephanie has applied her knowledge of tax along with a background in technology manufacturing into a successful national R&D practice spanning more than a decade. She is a technical expert in the R&D tax credit. She has vast experience assisting companies of all sizes and in a multitude of industries in capturing, claiming and defending R&D tax credits. Over the previous five years, she has become an authority on government contractors and the complexities of substantiating their R&D credit claims. Stephanie has saved her clients tens of millions of dollars in overpaid taxes over her career.
In addition to working closely with her clients, Stephanie teaches continuing education to CPA’s. She also dedicates a substantial portion of her time as a guest speaker at various technology, government contracting and tax events throughout the country.
In addition to R&D tax credits, Stephanie is also well versed in a multitude of other tax incentives, including cost segregation, export initiatives, energy efficiency incentives, and domestic production deductions primarily in the software industry.
To learn more about the R&D tax credit or schedule a speaking event, please feel free to contact Stephanie directly.