- Member, Boston Bar Association Tax Section, former chair
- Member, American Bar Association Section of Taxation
- Member, Law360 Tax Authority Federal Editorial Advisory Board (2022)
Education
- New York University School of Law, L.L.M., taxation
- Boston University School of Law, J.D.
- Villanova University, cum laude
Bar Admissions
- Massachusetts
- New York
Court Admissions
- U.S. District Court, Eastern District of New York
- U.S. District Court, Southern District of New York
- Co-author, “The One Big Beautiful Bill Act: Analysis of Key Provisions for Private Equity Funds and Their Portfolio Companies,” Troutman Pepper Locke, July 15, 2025.
- Co-author, “The One Big Beautiful Bill: Initial Analysis of Key Provisions for Private Equity Funds and Their Portfolio Companies,” Troutman Pepper Locke, June 9, 2025. Cited in The Lever and MSN, June 19, 2025.
- Co-author, “Venture Capital Financing,” Organizing, Financing, and Advising a Massachusetts Business – Chapter 11, Massachusetts Continuing Legal Education, January 31, 2025.
- Author, “IRS Issues Carried Interest Guidance,” Locke Lord QuickStudy, August 7, 2020.
- Author, “Federal Income Tax Considerations for Debt Workouts During an Economic Downturn – Partnership Considerations Supplement,” Locke Lord QuickStudy, April 14, 2020.
- Author, “Federal Income Tax Considerations for Debt Workouts During an Economic Downturn – Lender Considerations Supplement,” Locke Lord QuickStudy, April 14, 2020.
- Author, “Federal Income Tax Considerations for Debt Workouts During an Economic Downturn – ‘S’ Corporation Considerations Supplement,” Locke Lord QuickStudy, April 14, 2020.
- Author, “Federal Income Tax Considerations for Debt Workouts During an Economic Downturn – ‘C’ Corporation Considerations Supplement,” Locke Lord QuickStudy, April 14, 2020.
- Author, “Federal Income Tax Considerations for Debt Workouts During an Economic Downturn,” Locke Lord QuickStudy, April 14, 2020.
- Author, “IRS Issues Final Regulations under Section 956, With Few Changes from Proposed Regulations,” Locke Lord QuickStudy, May 23, 2019.
- Author, “Taxes and Business Decisions,” Isenberg School of Management at UMASS Amherst Presentation, April 18, 2019.