Jeff Malo and Ron Hodgeman made partners at WTP Advisors

Jeff Malo and Ron Hodgeman, have been made partners at WTP Advisors, a global tax and business advisory firm.

Jeff Malo, a former litigator at the U.S. Department of Justice Tax Division, currently leads WTP’s U.S. Research and Experimentation (also known as R&D) Tax Credit services, and co-leads WTP Interest & Penalty Advisors, the nation’s foremost tax interest and penalty recovery team.

“Jeff’s career spans the full lifecycle of taxation, from planning and reporting through examination defense and controversy resolution.  He is able to provide invaluable insight to many of WTP’s U.S. tax practices,” says Ian Boccaccio, co-founder and Partner at WTP Advisors.

Additionally, Jeff has pioneered a forward-facing model for substantiating the R&D tax credit which treats the credit as an exercise in real-time contemporaneous documentation of qualified research activities, instead of a compliance exercise that attempts to document last year’s research for the current year’s return.  WTP’s forward-facing model is less invasive, more efficient, and gives clients the opportunity to capture and create the data and documentation they need to support their research credit claims.  With the recent renewal and extension of the R&D Tax Credit, this model could provide significant benefits to companies who are planning to claim the research credit for 2013.

Ron Hodgeman leads WTP Exchange, the Like-Kind Exchange (“LKE”) affiliate company of WTP Advisors. A Like-Kind Exchange is a tax strategy that allows a taxpayer to exchange one asset for another (of ‘like kind’) without incurring taxes.

“Under Ron’s direction, the momentum achieved by WTP Exchange continues to grow as we add new clients each month.  Thanks to Ron and his team, WTP has emerged as the world’s leader of LKE program services,” says Boccaccio.

Since launching in 2009, WTP Exchange has built an unrivaled reputation for offering world class LKE programs, earning preferred provider status at key industry groups, and winning many key clients.

“Jeff and Ron are superb additions to the WTP partner group.  They are creative, entrepreneurial, and uphold the pillars upon which WTP was founded: a hands-on approach to client service, a passion to produce excellent work, and a determination to maintain the highest ethical standards in professional tax services,” says Boccaccio.