- Licensed Certified Public Accountant (Georgia)
- State Bar of Georgia (Member, Fiduciary and Taxation Sections)
- Atlanta Bar Association (Member, Board of Directors, Taxation Section)
- American Bar Association (Member, Section of Taxation)
- Member of the Internal Revenue Service Advisory Committee from 2010-2013
- Sr. Accountant, Arthur Anderson (Atlanta), 1978-1981
Education
- Emory University School of Law, LL.M., 1990
- University of Georgia School of Law, J.D., cum laude, 1984
- The Ohio State University, B.S., summa cum laude, 1978
Bar Admissions
- Georgia
- Co-author, “OBBBA Impacts on Executive Compensation: Changes to IRC Sections 162(m) and 4960,” Troutman Pepper Locke, September 26, 2025.