- Past chair, American Bar Association Tax Section Tax Exempt Financing Committee
- Past president, American College of Bond Counsel
- Regular fellow
- Member, National Association of Bond Lawyers Tax Committee
- Member, National Association of Bond Lawyers Workshop Steering Committee
- Member, Sisters of Notre Dame de Namur Development Committee and Partners in Action Committee
- Board member, Catamount Residential Owners Association
- Member, Linden Grove School Governance Committee
- Past vice president, board of directors
Education
- University of Notre Dame the Law School, J.D.
- University of Notre Dame, M.B.A.
- Amherst College, B.A.
Bar Admissions
- Ohio
- Speaker, “Private Activity Bond Tests: Real World Considerations,” NABL U: The Workshop, September 9-12, 2025.
- Speaker, “Current Legal Topics and Other Topics in Public Finance,” Massachusetts Collectors and Treasurers Association, August 12-15, 2025.
- Speaker, “NABL U: The Institute,” NABL, March 20-21, 2025.
- Speaker, “A Case of First Impression, Quincy, Massachusetts Issue Utilizes Blockchain Technology (Maybe You Can Teach Old Bond Lawyers New Tricks),” American College of Bond Counsel Colloquium, September 18, 2024.
- Speaker, “What Does the IRS Think About Your Client’s Bond Issue – A View from the Other Side,” NABL, September 18-20, 2024.
- Speaker, “Current Legal Topics and Other Topics in Public Finance,” Massachusetts Collectors and Treasurers Association, August 13-16, 2024.
- Speaker, “The Commissioner’s Side: IRS Examinations, Voluntary Compliance Programs and Outreach,” NABL, October 18-20, 2023.
- Speaker, “Current Legal Topics and Other Topics in Public Finance,” Massachusetts Collectors and Treasurers Association, August 15-17, 2023.
- Speaker, “Issuing Debt in the Current Interest Rate Environment – Managing Arbitrage in These Trying Times,” Massachusetts Collectors and Treasurers Association, June 12-14, 2023.
- Speaker, “Giving and Receiving the 501(c)(3) Opinion in Bond Transactions,” American Bar Association, May 4-6, 2023.
- Speaker, “Tax Rules that Only Apply to Small Issues,” NABL, March 9-10, 2023.
- Speaker, “The Commissioner’s Side: IRS Examinations, Voluntary Compliance Programs and Outreach,” NABL U, October 12-14, 2022.
- Speaker, “May Tax Meeting,” American Bar Association Section of Taxation, May 13, 2022.
- Co-author, “The One Big Beautiful Bill Act: Analysis of Key Amendments to the Excise Tax Imposed on Certain Private College and University Endowments,” Troutman Pepper Locke, July 23, 2025.
- Co-author, “Treasury and IRS Issue Updated Domestic Content Guidance Under IRA and First Updated Elective Safe Harbor,” Troutman Pepper Locke, January 28, 2025.
- Co-author, “Treasury and IRS Issue Final Regulations on Clean Electricity Production and Investment Tax Credits,” Troutman Pepper Locke, January 23, 2025.
- Co-author, “IRS Issues Final Regulations on Clean Hydrogen Tax Credits,” Troutman Pepper Locke, January 15, 2025.
- Co-author, “IRS Releases Final Direct Pay Energy Tax Credit Regulations,” Locke Lord QuickStudy, March 19, 2024.
- Co-author, “Is Arbitrage a Thing Again?” Locke Lord QuickStudy, March 23, 2023.
- Co-author, “Treasury and IRS Release Favorable Final Regulations on University Excise Tax,” Locke Lord QuickStudy, September 21, 2020.
- Co-author, “In Response to the COVID-19 Pandemic, the IRS Releases Temporary Guidance to State and Local Issuers of Tax-Exempt Bonds,” Locke Lord QuickStudy, May 8, 2020.
- Co-author, “Opportunity Zones Program,” Locke Lord, 2020.