• Formed LLCs and corporations to accommodate clients’ business needs; drafted organizational documents for complex investment vehicle structures and management companies.• Developed business and estate tax planning strategies tailored to client wishes; Including the formation and administration of IRITs, the organization and administration of minority shareholder discounts, applying for and securing 501(c)(3), (4), and (7) designations, and performing section 332 subsidiary liquidations.• Facilitated 1031 exchange transactions; including “swap-and-drop” structure exchanges. Managed client and qualified intermediary communications.• Made 506(b) form D filings with the SEC and prepared disclosures required to allow non-accredited investors. • Was the central point of contact on several time-sensitive projects; handled client and attorney communications.

• Researched corporate tax law regulations with a significant focus on Subchapter S regulations. • Performed multiple estate administrations; administration involves opening the estate, managing estate assets, resolving creditor claims, filing estate tax returns, asset distribution, and preparing/filing final accountings. • Devised business and estate tax planning strategies to minimize clients’ tax burden; including the establishment and administration of IRITs, the facilitation and accounting of minority shareholder discounts, and applying for and securing 501(c)(3) designations.

• Prepared and submitted filings for the Orange, Durham, Wake, and Chatham County Clerk of Court. • Performed general accounting procedures and audits for annual and final estate accounts. • Researched and analyzed N.C.G.S. and IRC to determine maximum trustee compensation, resolve will contest litigation, out of county trustee disqualification, tax-exempt trust status, and for-cause trustee removal procedure.

• Researched the impact of diversity in legal disciplinary boards for a symposium presentation • Researched the bioethics of triage systems established during the COVID-19 pandemic for JOLT publication

Spring 2020 graduate with honors from North Carolina State University. Graduated Magna Cum Laude with a Bachelor's degree in Accounting with a Financial Analysis Concentration.

As a Student-Athlete Tutor, my primary responsibility was to provide academic support to student-athletes in various accounting and finance related subjects. I assisted individuals and groups in grasping complex concepts, improving study skills, and preparing for exams. I was immensely successful in creating higher academic performance and student-athlete success.

I contributed to the preparation and analysis of financial statements, the management of the accounts payable and accounts receivable process, and the maintenance and reconciliation of the general ledger. Throughout the internship, I participated in training sessions, workshops, and networking events, which contributed to my professional growth and understanding of the industry.