- Member, Tax Section, Philadelphia Bar Association (Chair, 2014)
- Former adjunct professor, Graduate Tax Program, Villanova University School of Law
Education
- New York University School of Law, LL.M., 1995, taxation, editor, Tax Law Review
- New York University School of Law, J.D., 1994
- Haverford College, B.A., 1988, economics, member, Phi Beta Kappa
Bar Admissions
- New York
- New Jersey
- Pennsylvania
- Speaker, “A Practical Look at Section 382,” TEI Nebraska and Troutman Pepper, February 22, 2023.
- Speaker, “Wrapping Up 2021 and Looking Ahead to 2022,” Annual Year-End Tax Forum, December 1, 2021.
- Speaker, “2020 Tax Year End Planning Webinar,” Annual Year-End Tax Forum, December 2, 2020.
- Speaker, “Goodwill in Corporate Asset Sales: Tax Planning, Personal v. Corporate Goodwill, Allocation and Valuation Rules,” Strafford Publications, Inc., January 23, 2020.
- Speaker, “Pepper Hamilton and Marcum’s 2019 Year-End Tax Forum,” November 12, 2019.
- Speaker, “Taxes Over Coffee – How Will the New Tax Reform Bill Affect You?,” Troutman Pepper webinar, December 21, 2017.
- Speaker, “Life Cycle of a Deal: From Napkin to Financial Statements,” TEI Baltimore-Washington and Pepper Hamilton, November 19, 2015.
- Author and presenter, “Could Net Operating Losses Be Your Next Franchise Player?,” Winning the Game of Distressed M&A: The Playbook, January 17, 2023.
- Co-author, “Checklist of Considerations: Transactions During the Pandemic and After,” Troutman Pepper, March 16, 2021.
- Co-author, “FAQs on CARES Act’s Expansion of Ability to Use NOLs, Interest, Depreciation and Other Business Deductions,” Troutman Pepper, March 31, 2020.
- Co-author, “Tax Strategies While Valuations Are Reduced,” Troutman Pepper, March 25, 2020.
- Co-author, “Personal Goodwill: Opportunities for Buyers and Sellers,” Troutman Pepper, November 1, 2018.
- Co-author, Bloomberg Tax Portfolio, Dividends — Cash and Property, No. 764, Bloomberg BNA, 2017.
- Co-author, “Reforms to the Foreign Investment in Real Property Tax Act and REIT Taxation,” Troutman Pepper, June 7, 2016.
- Co-author, “Who Bears Withholding Tax When a Settlement of Litigation Agreement Is Silent?,” Law360, September 3, 2015.