Richard E. Boer Jr., is a Director at FORVIS, LLP based in Indianapolis, Indiana. Mr. Boer specializes in State and Local Tax and has more than 25 years of experience. He has worked with multistate companies on various multijurisdictional compliance and consulting tax matters in the areas of income, franchise, sales and use, property, and payroll taxes as well as credits and incentives and unclaimed funds. He currently leads the state tax credits and incentives practice at FORVIS. In addition to focusing on identifying and securing state and local tax credits and incentives for his clients, Mr. Boer has also been involved with assisting clients with the federal clean energy tax credits provided for under the Inflation Reduction Act. In addition to working in the credits and incentives area, Mr. Boer's state and local tax experience has included managing large refund studies, analyzing nexus issues, assisting with determining taxability decisions, negotiating voluntary disclosure agreements, managing state tax audits, developing tax savings ideas, and evaluating current compliance strategies. He also has experience providing consultation to his clients related to the state tax consequences of various business realignment projects.
Mr. Boer's clients have included large publicly traded, multistate manufacturing, retail, transportation, and oil and gas companies as well as privately held companies operating in various industries including healthcare. Prior to joining FORVIS, he worked with various international public accounting firms providing similar services.
Mr. Boer is a 1993 graduate of Indiana University, Bloomington, with a B.S. degree in accounting.