- Certified Public Accountant
Education
- Boston University School of Law, J.D., magna cum laude, 2000
- The University of Vermont, B.S., 1990, accounting
Bar Admissions
- New York
- Speaker, “Admitting New Partners: Tax Consequences,” Strafford, August 20, 2025.
- Speaker, “International Perspectives on Recent United States Cross-Border Tax Developments,” Lex Mundi Tax Practice Group, March 19, 2025.
- Speaker, “IRC 751 Hot Assets: Calculating and Reporting Ordinary Income on Disposition of Partnership or LLC Interests,” Strafford, October 24, 2024.
- Speaker, “Partnership Profits Interests: What Attorneys Should Know: Compliance and Regulatory Issues, & Risks and Pitfalls,” myLawCLE, August 22, 2024.
- Speaker, “Tax Issues With M&A Representations, Warranties, and Indemnifications: Reps and Warranty Insurance, Proceeds and Tax Insurance,” Strafford, August 6, 2024.
- Speaker, “Most Relevant Impacts of Pillar 2 on Investment Funds,” Lex Mundi Tax Practice Group Meeting, June 4, 2024.
- Speaker, “Tax Considerations of Business Acquisitions/Sales,” Tax Executives Institute Oklahoma City Chapter, May 10, 2024.
- Speaker, “Recent Trends in Holding Company Transactions,” Lex Mundi Tax Practice Group Meeting Amsterdam, June 26, 2023.
- Speaker, “A Primer on Partnership Agreements,” Tax Executives Institute Oklahoma City Chapter, May 12, 2023.
- Podcast, “Exploring Carried Interest in Upper Tier Private Equity Structures,” PE Pathways, May 21, 2025.
- Podcast, “The Demystification of Employee Retention Credits for Private Equity Deals,” PE Pathways, January 28, 2025.
- Co-author, “Grantor Trusts — Disregarded or Not?,” Tax Notes Federal, September 23, 2024.
- Co-author, “Will Modifying the Terms of a Debt Instrument Result in a Taxable Transaction?”, Troutman Pepper, July 11, 2024.
- Co-author, “How Can I Claim a Business Bad Debt Deduction?,” Troutman Pepper, March 21, 2024.
- Co-author, “Tax Court Rules That Limited Partners May Be Subject to Self-Employment Tax,” Troutman Pepper, December 4, 2023.
- Co-author, “Rolling Over and Section 704(c); What’s the Big Deal? — Part 4: The Remedial Method,” Troutman Pepper, November 1, 2023.
- Co-author, “Rolling Over and Section 704(c); What’s the Big Deal? — Part 3: The Traditional Method With Curative Allocations,” Troutman Pepper, October 25, 2023.
- Co-author, “Rolling Over and Section 704(c); What’s the Big Deal? — Part 2: The Traditional Method,” Troutman Pepper, October 18, 2023.
- Co-author, “Rolling Over and Section 704(c); What’s the Big Deal? — Part 1: The Basics,” Troutman Pepper, October 11, 2023.
- Author, “Transaction Tax Deductions and Buying an S Corporation,” Tax Notes Federal, June 26, 2023.
- Co-author, “Recent Tax Court Case Supports Expansive Reading of Service Condition Requirement and Tiered Partnership Structures for Profits Interests,” Troutman Pepper, June 22, 2023.
- Co-author, “FIRPTA and Publicly Traded Corporations,” Troutman Pepper, June 8, 2023.
- Author, “Understanding the Benefits of New York City’s Pass-Through Entity Tax,” Hedge Fund Law Report, January 19, 2023.
- Co-author, “Troutman Pepper Helps Kloeckner Metals Corporation Expand Footprint in Mexico via Klöckner & Co’s Acquisition of National Material of Mexico,” Troutman Pepper, December 20, 2022.
- Co-author, “New IRA Tax Incentives for US Manufacturing in Renewable Energy Sector,” Troutman Pepper, October 25, 2022.
- Author, “FIRPTA Withholding When Investing in U.S. Corporations,” Journal of Corporate Taxation, March/April 2021.
- Author, “Investments Trusts, the Power to Vary, and Holding Partnership Interests,” Journal of Taxation, May 2016.
- Author, “Taxation of Certain Escrowed Payments with Respect to Nonstatutory Stock Options,” Journal of Corporate Taxation, September/October 2015.
- Author, “Hedge Fund Capital Accounts and Revaluations: Are they Section 704(b) Compliant?,” Journal of Taxation, September 2015.
- Author, “Representations, Covenants and Other Tax Provisions in Private Taxable Stock Acquisitions,” Journal of Corporate Taxation, May/June 2015.