Investor Tax Services

  • Cindy Lanois

    Managing Director, Tax Services

    Cindy Lanois is a Managing Director, Tax Services of Jamestown.  She originally joined Jamestown in 2000 as Tax Manager, and in 2005 moved on to join the accounting firm of AGH Business Advisors and CPA’s, where she served as Chief Operating Officer, Global Taxation Leader, and member of the Executive Board.  She rejoined Jamestown in 2014 as Managing Director of Tax Services.  During her tenure at Jamestown and in public accounting she specialized in complex federal, multi-state and international tax planning and consulting for real estate investors, developers and owner-operators.  Ms. Lanois is a member of the American Institute of CPA’s and the Georgia Society of CPA’s.  She received her Bachelor and Master of Accounting with honors from Kennesaw State University and was then licensed as a Certified Public Accountant.

  • Daniel Cooley

    Director, Tax Services

    Daniel Cooley is Director of Tax Services at Jamestown.  Prior to this, he was Vice President of Tax for Pyramid Advisors LP and Vice President of Tax for CNL Hotels & Resorts, Inc.  Mr. Cooley is a licensed Certified Public Accountant and is also a member of the American Institute of Certified Public Accountants.  He received a Bachelor of Science in Accounting from Pensacola Christian College and a Master of Science in Accounting from the University of Central Florida.

  • Sandi Holtzman

    Vice President

    Sandi Holtzman is a Vice President of Investor Tax Services at Jamestown.  Ms. Holtzman joined Jamestown as a Tax Manager in 2005.  Prior to joining Jamestown, she was a Tax Manager at Reznick Group and a Tax Manager at Frazier and Deeter, LLC.  Ms. Holtzman is licensed in Georgia as a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.  She received a Bachelor of Science in Accounting from Lander University and a Master of Accounting-Taxation from the University of Georgia.

  • Alicia Morgan

    Vice President

    Alicia Morgan is a Vice President of Investor Tax Services at Jamestown.  Ms. Morgan joined Jamestown as a Tax Manager in 2006.  Prior to joining Jamestown, she was a Tax Manager in the real estate tax department at KPMG.  Prior to her work with KPMG, she was a Tax Senior at a regional CPA firm in Atlanta focusing primarily on corporate income tax issues.  Ms. Morgan is licensed in Georgia as a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the Georgia Society of CPAs.  She received a Bachelor of Business Administration with a Major in Accounting from the University of Georgia and a Master of Taxation from Georgia State University.

  • Michael Sklar

    Vice President

    Michael Sklar is a Vice President of Investor Tax Services at Jamestown.  Prior to joining Jamestown, he served as Tax Director of the Corporate Tax practice at AGH, LLC.  His earlier positions were at Coca-Cola Enterprises and Deloitte, where he focused on federal and state tax planning for corporations.  Mr. Sklar is a licensed in Georgia as a Certified Public Accountant and is a member of the Georgia Society of Certified Public Accountants.  He earned his Bachelor and Master of Accounting at the University of Florida.