Joshua Malancuk, CPA, CMI
Josh is a state tax specialist who has significant experience with delivering cost reduction opportunities in the areas of real and personal property tax reviews, compliance, and economic incentives.
He brings extensive experience in real and personal property tax appeal advocacy, real estate appraisal and testimony, economic incentive procurement and audits, property tax compliance planning and delivery, business combination property tax due diligence and research, fixed asset reviews and planning, property tax accrual reviews and planned value estimates, and Sarbox 404 property tax compliance control evaluation.
Josh is currently the President of JM Tax Advocates LLC, in Indianapolis, IN. Prior to that, he gained 20 years of property tax experience in public accounting including serving as an Executive and National Practice Leader with Crowe Horwath LLP, as a Director with PricewaterhouseCoopers, as Manager with Deloitte & Touche, and as a Senior Associate with Geo S. Olive.
Josh has taught at the Institute for Professionals in Taxation. He has been a speaker for the National Symposium regarding FAS 141 and Property Tax Consequences of Business Combinations as well as the National Business Institute of Indianapolis, IN regarding Indiana Property Tax Updates and is active in the Indiana Chamber in Indianapolis and the Indiana Manufacturers Association.
Josh holds a Bachelors of Science from Indiana University in Business Accounting.
Lou Anne Willis
Lou Anne brings 30 years of marketing and project management experience to JM Tax Advocates. Serving as team leader in sales management for Proctor & Gamble and as a national sales manager for S.C. Johnson, she has expertise in the fields of customer service management as well as staff development. She has also served as a sales director for hotels under the Hilton, Marriott and Choice Flags. Lou Anne pulls from this experience to assist JM Tax in developing a strong real and personal property tax reduction strategy for the hospitality industry.
Lou Anne is currently a project manager for JM Tax Advocates, helping develop advertising and marketing strategies, managing deliverables for tax and incentive appeals, as well as cost reduction projects.
Lou Anne holds a Bachelor of Science degree from Ball State University in Marketing: Sales and Advertising with a specialty in Accounting. She is also an Indiana Certified Tax Representative with her Level III Assessor certification.
Renee has honed her strong analytical skills to become manager for JM Tax Advocates. Developing and overseeing deliverables for real property tax appeals, she has assisted in modeling valuation approaches unique to JM Tax. Renee also oversees development of personal property return preparation as well as amending personal property tax returns for new clients. Added responsibilities include working with local and state municipalities to construct maximum incentive programs for our clients expanding their physical facilities and work forces.
Renee draws upon those skills to train and assist in managing the growing staff at JMTA. From assisting in project management to developing marketing materials, Renee is involved in all facets of growing JM Tax Advocates’ business.
Renee graduated from Indiana University with a Bachelors of Science degree in Accounting and Finance. She is also an Indiana Certified Tax Representative with her Level III Assessor certification working towards her CMI designation.
VP of Economic Development and Tax Policy
Nick Rhoad brings nearly two decades of experience in government regulations serving clients in need of economic development solutions. Nick was Director of the Indiana Professional Licensing Agency during former Governor Mike Pence’s administration. He has also lead the Indiana Real Estate Commission, as well as the Real Estate Licensure and Certification Board.
Nick has served as a board member for the International Association of Real Estate License Law Officials and the Association of Appraiser Regulatory Officials. He has led strategies to create efficient 1031 exchanges and has assisted emerging organizations develop impactful real estate solutions. Nick is an active member of the community, including the Indiana Manufacturers Association, the Indiana Association of Cities and Towns, and the Indiana Association of Counties.
Nick has an undergraduate degree from Hillsdale College and a Master’s Degree in Public Administration from Indiana University. He is a frequent contributor to publications and a speaker on
government regulatory reform.
Kate is a senior analyst with JM Tax Advocates LLC. She brings experience in developing property value assessments through researching current market conditions for the industrial, commercial, and hotel industries. She also works with state and local municipalities to reduce clients’ personal property and real estate tax liability, while managing a national portfolio of clients’ properties.
Kate has experience in: supply chain management, specifically in inventory control, improvement and management, and employee training programs; property management and lease management; traditional tax preparation.
Kate holds a Bachelors of Science from Indiana University in Business Accounting and Supply Chain Management. Kate also holds a Green Belt in Six Sigma from the IU Kelley School of Business. She is also an Indiana Certified Tax Representative with her Level III Assessor certification.
Hanna is an analyst with JM Tax Advocates. Hanna develops property value assessments through researching current market conditions for the industrial, commercial and hotel industries. Hanna also works with our clients, as well as state and local municipalities, to reduce our clients’ personal and real estate tax liability, while managing a national portfolio of clients’ properties.
Hanna brings philanthropic experience to her position for the Starkey Hearing Foundation through her college affiliation.
Hanna holds a Bachelor’s of Science Degree from Indiana University in Accounting and Finance, minoring in Economics. She is currently studying to be an Indiana Certified Tax Representative.