I am a CPA and tax adviser with EY. My tax practice involves representing clients in matters involving corporate, partnership and international tax. My merger and acquisition (M&A) practice includes advising clients on structuring complex joint ventures, taxable and tax-free stock and asset acquisitions, SPAC transactions, distressed M&A, dispositions, internal restructurings, incorporation transactions, liquidating and non-liquidating distributions and cross-border transactions. I work with strategic investors, private investment partnerships including private equity and private credit, mutual funds, and financial institutions including banks and insurance companies to structure their investments in the most tax-efficient manner. My practice also includes representing clients in real estate tax matters, tax controversy, and in the private letter ruling process. Prior to joining EY, I was a tax partner at the law firm Ballard Spahr LLP. Prior to practicing law I was a senior tax manager with KPMG and a member of the national mergers and acquisitions tax practice. I have extensive experience working with financial products including derivatives, hybrid debt and equity securities, hedging, credit enhancement strategies, distressed debt and equity, and international transactions. PROFESSIONAL APPOINTMENTS- Editorial Advisory Board for "The Tax Adviser," the monthly AICPA Tax Journal.CERTIFICATION AND LAW LICENSE- Certified Public Accountant (CPA), Minnesota- Licensed to practice law, Minnesota- Admitted to United States Tax CourtSpecialties: Business taxation including corporate tax, S corporation tax, partnership tax, transaction work (M&A tax), international tax, bankruptcy tax, debt restructurings and income tax provisions (FASB ASC 740). Industry focus includes private equity funds, hedge funds, venture capital, early stage investments, mutual funds, banks, insurance companies, fintech, insuretech, telecom and media companies.
Listed skills include Tax Consulting, Merger And Acquisitions, Partnership Taxation, Corporate Taxation, and 18 others.
