- Adjunct professor, Temple University James E. Beasley School of Law
- Philadelphia Bar Association, Tax Section, member of Advisory Council (2019-present)
- American Bar Association Tax Section: chair, Partnership Committee (2026-present); secretary, Council (2025-present); assistant secretary, Council (2023-2025); vice chair, Partnership Committee (2021-2026); chair, Young Lawyers Forum (2019-2020); vice chair, Young Lawyers Forum (2018-2019); Law Student Tax Challenge, problem drafter and technical reviewer (2015-2017)
- Philadelphia Tax Conference, board member, treasurer (2019-present)
- 5th Annual Young Tax Lawyers Symposium in Washington D.C., conference chair (2019)
- First Presbyterian Church in Philadelphia, trustee (2018-present)
- Member, Lex Mundi
- Member, International Bar Association (IBA)
- Member, World Law Group
Education
- New York University School of Law, LL.M., 2015, taxation
- University of Georgia School of Law, J.D., 2014, executive notes editor, Georgia Journal of International and Comparative Law
- Emory University, B.A., 2010, economics
Bar Admissions
- Pennsylvania
- Georgia
Court Admissions
- Supreme Court of Pennsylvania
- Speaker, “Private Equity: Post OBBB-Global Business Acquisition,” 2026 IFA USA Annual Conference, March 19, 2026.
- Speaker, “Emerging Company Tax Issues,” 26th IBA/ABA Annual US and Europe Tax Practice Trends Conference Panel, April 16, 2026.
- Speaker, “Taxes After Trump is There a Way Back? The Global Impact of the One Big, Beautiful Bill,” IBA 15th Annual London Finance and Capital Markets Conference, January 26, 2026.
- Speaker, “US Blocker Corporations,” Private Equity CFO Association April Meeting 2025, April 29, 2025.
- Speaker, “International Joint Venture Issues,” PLI Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2025: International Joint Venture Issues, April 24, 2025.
- Speaker, “Cracks in the Foundation: Source and Character Challenges in International Tax,” ABA 25th Annual U.S. and Europe Tax Practice Trends Conference, April 10, 2025.
- Speaker, “2025 Annual Tax Update,” Private Equity CFO Association, January 15, 2025.
- Speaker, “Partnerships in International Tax,” George Washington Law Annual Institute on Current Issues in International Taxation, December 12, 2024.
- Speaker, “Section 1202 and Partnerships,” Tulane Tax Institute, November 13, 2024.
- Speaker, “Tax Considerations in M&A Transactions,” Troutman Pepper, May 29, 2024.
- Speaker, “Hot Topics in Mergers & Acquisitions,” Pennsylvania Bar Institute CLE, May 24, 2024.
- Speaker, “Section 1202 and Partnerships,” American Bar Association May Tax Meeting, May 3, 2024.
- Speaker, Private Equity CFO Association April Meeting, April 30, 2024.
- Speaker, “Investment Funds: Taxation of Carried Interest and Management Fees,” International Bar Association’s 24th Annual U.S. and Europe Tax Practice Trends Conference, April 12, 2024.
- Speaker, “Annual Tax Update,” Private equity CFO Association, January 26, 2024.
- Speaker, Annual Institute on Current Issues in International Taxation, GW Law, December 14-15, 2023.
- Speaker, The Private Investment Fund Tax & Accounting Forum, December 6-7, 2023.
- Speaker, “Become an Effective Section 199A Practitioner,” Lorman, August 11, 2023.
- Speaker, “Selected Pass-Through Entity Tax Issues 2023,” Pennsylvania Bar Institute, August 1, 2023.
- Panelist, “Investment Funds Formation, ETB and Other Inbound Tax Implications,” ABA May 2023 Tax Meeting, May 5, 2023.
- Panelist, “Withholding Obligations Involved in the Sale of a Partnership With Foreign Investors,” Private Investment Fund Tax Master Class, May 1, 2023.
- Panelist, “CET Private Equity Alternative Liquidity: Secondary Transactions, GP-Led, Etc.,” ABA/IBA 23rd Annual U.S. and Europe Tax Practice Trends Conference, March 30, 2023.
- Panelist, “Annual Tax Update for PE CFOs,” PA PECFOA Tax & Audit Conference, January 26, 2023.
- Speaker, “Secondary Transactions – What Do GPs Need to Know About Tax?,” Financial Executives Alliance, November 3, 2022.
- Panelist, “QSBS: Small Business, Big Exclusion,” American Bar Association Tax Conference, October 14, 2022.
- Panelist, “Tax Provisions in M&A Transactions,” Philadelphia Bar Association Tax Section, September 21, 2022.
- Panelist, “Partnership Merger Considerations: A Deep Dive Into Rev. Rul. 99-6 Transaction,” American Bar Association Tax Section, May 13, 2022.
- Speaker, “Sovereign Wealth Funds: Important Investors with Important Issues,” Financial Executives Alliance, March 17, 2022.
- Speaker, ACG New York Private Equity RoundTable Dinner Series, December 9, 2021.
- Speaker, “Interest Limitations for Private Investment Funds and Investments,” Troutman Pepper, December 3, 2021.
- Speaker, “Selling a Professional Practice,” 70th Tulane Tax Institute, November 18, 2021.
- Speaker, “Tax Reform and Other Interesting Issues,” Tax Update – Tax Reform and Other Interesting Issues 2021, Pennsylvania Bar Institute, August 18, 2021.
- Speaker, “Representing the Professional Selling to or Purchasing a Minority Interest in a Corporate Practice,” ABA Tax Section’s Virtual 2021 May Tax Meeting, May 13, 2021.
- Speaker, “Everything Tax! Recent Tax Developments Affecting Funds, Investment Advisers, and Investors,” Investment Management and Private Funds Roundtable, Troutman Pepper, March 23, 2021.
- Speaker, “Update on Section 1061 Carry Regulations,” Troutman Pepper Webinar, February 26, 2021.
- Speaker, “IRS Tax Update on 2020 Changes,” Pennsylvania Bar Institute, January 12, 2021.
- Speaker, “Regulations on Withholding on Foreign Partners Finalized,” Troutman Pepper Webinar, December 9, 2020.
- Speaker, “Carried Away With Carried Interest Planning,” Tulane University Law School’s 69th Tulane Tax Institute, November 18-20, 2020.
- Speaker, “The Proposed Carried Interest Regulations Are Finally Here,” Financial Executives Alliance, September 3, 2020.
- Speaker, “Corporate Mergers and Acquisitions: Asset and Quasi Asset Acquisition Considerations and Rep and Warranty Update,” Tax Executives Institute, Inc. (TEI) New Jersey Chapter, February 14, 2020.
- Panelist, “Application of 1061 and the Feasibility of Carry Waivers,” Lorman Education Services, February 6, 2020.
- Panelist, “How Far Will You Carry Your Client? Section 1061 as It Stands Today,” ABA Section of Taxation 2020 Midyear Tax Meeting, January 30-February 1, 2020.
- Moderator, “Tax Practice Essentials: A Practical Approach to 199A,” American Bar Association Section of Taxation, January 15, 2020.
- Speaker, “Federal Tax Year in Review,” Philadelphia Bar Association Tax Section’s Annual Meeting, December 9, 2019.
- Speaker, “Federal / International / State – Key Areas for Corporate Tax Departments,” Chicago Tax Club, December 7, 2019.
- Speaker, “Become an Effective Section 199A Practitioner,” Lorman Education Services, December 6, 2019.
- Speaker, “Pepper Hamilton and Marcum’s 2019 Year-End Tax Forum,” Boston, MA, November 12, 2019.
- Speaker, “A Practical Approach to Section 199A,” ABA 2019 Fall Tax Meeting, October 3-5, 2019.
- Speaker, “States of Matter: A Change in Form in a Post-Tax Reform Era,” Fifth Annual Young Tax Lawyers Symposium, July 17, 2019.
- Speaker, “Tax Issues in Inbound and Outbound Transactions: Utilizing Partnerships to Maximize Tax Benefits,” Strafford Publications, Inc., May 30, 2019.
- Podcast, “From Legislation to Implementation: Understanding Section 1202 Changes,” Troutman Pepper Locke Podcast, August 27, 2025.
- Co-author, “Tax Considerations for Sovereign Wealth Funds’ Investments in PE (Part Two of Two),” Private Equity Law Report, June 21, 2022.
- Co-author, “Tax Considerations for Sovereign Wealth Funds’ Investments in PE (Part One of Two),” Private Equity Law Report, June 14, 2022.
- Co-author, “Sovereign Wealth Funds: Important Investors With Specific Tax Concerns,” Middle Market Executive, Spring 2022.
- Co-author, “Proposed Regulations Shed Light on Three-Year Holding Period Requirement for Carried Interest,” Troutman Pepper, August 14, 2020.
- Author, “Choice-of-Entity Considerations After Federal Tax Cuts,” Middle Market Growth, March/April 2020.
- Author, “Choice of Entity Considerations Post-Tax Reform: Corporation or Flow-Through Entity?,” Pepper Hamilton Tax Update, Volume 2019, Issue 4.
- Author, “Do You Know Who Your Partnership Representative Is?,” Pepper Hamilton Tax Update, Volume 2019, Issue 1.
- Author, “New Regulations Under 199A: Are You Eligible for a Deduction This Year?,” Pepper Hamilton Client Alert, September 1, 2018.
- Author, “The Blueprint’s Border Adjustment: Basis for Challenge Under the WTO and Bilateral Income Tax Treaties,” Tax Management International Journal, March 10, 2017.
- Author, “Combatting Foreign Tax Evasion With New Filing Requirements for Foreign-Owned Disregarded Entities,” Pepper Hamilton Tax Update, Volume 2017, Issue 2.
- Co-author, “The IRS’s Stricter(?) Stance on Regulated Investment Company Investments in Commodities,” Pepper Hamilton Tax Update, Volume 2017, Issue 1.
- Mentioned, “Troutman Pepper Advises Adit EdTech Acquisition Corp. in $276M IPO,” Troutman Pepper, January 20, 2021.
- Quoted, “Tiered Partnerships May Provide Little-Known 199A Benefit,” Tax Notes, February 14, 2019.
- Quoted, “Indirect Investors May Lose Out Under New Pass-Through Regs,” Law360, February 1, 2019.
- Quoted, “Five Key Changes in Final IRS Pass-Through Deduction Rules,” Law360, January 23, 2019.
- Quoted, “Real Estate Businesses Are Dissatisfied With Parts of 199A Guidance,” Tax Notes, January 28, 2019.
- Quoted, “No IRS Help on Global Tax Issues as Shutdown Keeps Officials Home,” Transfer Pricing Report, January 18, 2019.
- Quoted, “Tax Planning Woes Hit Foreign Entities as Shutdown Lingers,” Bloomberg Tax, January 18, 2019.
- Quoted, “ABA Section of Taxation Meeting: Pension Trusts Shouldn’t Ignore Partnership Audit Rules,” Tax Notes, October 15, 2018.