Education
- New York University School of Law, LL.M., 2002
- Chicago-Kent College of Law at Illinois Institute of Technology, J.D., with honors, 2001, staff member and website editor, Chicago-Kent Law Review, 1999-2001
- University of Florida, B.A., 1996
Bar Admissions
- Illinois
Court Admissions
- U.S. Tax Court
- Speaker, “Mergers and Acquisitions of Pass-Through Entities: Structuring to Minimize Taxes and Maximize Deal Value,” Strafford, August 6, 2025.
- Speaker, “Mergers and Acquisitions of Pass-Through Entities: Structuring to Minimize Taxes and Maximize Deal Value,” Strafford Legal Webinar, August 18, 2022.
- 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.
- Author, “Proposed Changes to Code Section 1061 Contemplate Significant Changes for Real Estate Funds and Developers,” Locke Lord QuickStudy, August 4, 2022.
- Author, “Making the Case for Interval and Tender Offer Funds – Hedge Fund and Private Equity Sponsors Can Increase Their Investor Base and Provide Liquidity to Investors,” Locke Lord, November 12, 2020.
- Author, ” IRS Issues Carried Interest Guidance,” Locke Lord QuickStudy, August 7, 2020.
- Author, “Payroll Protection Program (‘PPP’) Participants Need to Beware That Expenses Paid with PPP Loans May Not be Tax Deductible Unless a Congressional Fix is Enacted,” Locke Lord QuickStudy, May 4, 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 – Lender 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, “Federal Income Tax Considerations for Debt Workouts During an Economic Downturn – Partnership Considerations Supplement,” Locke Lord QuickStudy, April 14, 2020.
- Author, “UPDATE: CARES Act Guide: Overview of Key Business Tax Provisions,” Locke Lord Quick Study, April 2, 2020.
- Author, “Federal and State Governments Begin to Provide Economic Assistance via Tax Relief in the Face of COVID-19 Economy Disruptions,” Locke Lord QuickStudy, March 20, 2020.