Lindsay Bartholomew Email & Phone Number

Washington, Dc, Us

Arlington, Virginia, United States

Leads staff of nine full-time tax analysts and occasional support contractors to develop and release complex analysis of federal tax content in accordance with established deadlines and through an effective digital publishing process. Provides oversight to outside practitioners contributing expert legal analysis of federal taxation of C corporations and pass-through entities and income tax accounting.Plans and coordinates staff writing and editing assignments with other business units to ensure customer accessibility to timely and accurate content. Partners with the Content Director to refine and enhance content according to established standards.Develops and implements new content sets focused on providing innovative ways for customers to engage with content, including decision trees, interactive checklists, roadmaps, On Points, calculators, Formulas Illustrated, and other practice aids and tools.Uses AGILE and scrum to plan and prioritize team workload to maximize team velocity. Serves as product owner for BETA's Portfolios, Tax Practice Series, and workflow tools. Plans and executes backlog refinement sessions, sprint planning sessions, team retrospectives, and sprint reviews. Works closely with internal and external stakeholders to understand vision for products to meet customer needs. Maintains and refines team's Jira project.Hires, develops, engages, and retains a high performing analyst team with a focus on continuous learning and development. Provides ongoing coaching and feedback to staff and effectively manages individual and team performance to meet goals, assignments, and deadlines.

Arlington, Virginia, United States

Copyedited, wrote, and reviewed material in a timely and accurate manner for 52 jurisdictions over five reference products covering state corporate and individual income tax, estate, gift, and trust tax, pass-through entity formation and taxation, and Internal Revenue Code conformity.Planned product scope and coverage, and maintained current knowledge of developments on related issues. Quickly learned substantive tax topics as well as how to optimize proprietary publishing software for specific projects. Worked in an inter-departmental capacity with Product Development and Customer Experience to ensure new and existing products perform well on reference platform and best fit customers’ needs.Reviewed and synthesized incoming developments and made recommendations about relevancy for editorial products.Coordinated with Customer Experience to provide thorough and prompt responses to customer inquiries.Collaborated with Marketing to provide substantive review of technical aspects of marketing materials and provide relevant content for use in marketing materials.Managed relationships with outside authors; manage projects to commission and produce new editions of existing products for new developments, as well as full annual reviews of products as needed.Participated in the pilot Emerging Leaders Program. Attended training on leadership skills, including meeting facilitation, delegation, responding to conflict, and project management.2017 Degler Award for Quality Reference Winner.2017 Commendation Award Winner.

Arlington, Virginia, United States

Copyedited and wrote material in a timely and accurate manner for 52 jurisdictions covering sales and use tax.

Washington, District Of Columbia, United States

Analyzed documents for responsiveness and privilege, using discretion to correctly identify and log type of privilege applicable to each document using Relativity e-discovery software.Reviewed, edited, and revised documents, and transcribed applicable data per client standards to ensure accuracy of information. Recognized as top attorney in production and efficiency.

Virginia Beach, Virginia, United States

Counseled individual and corporate clients on federal and state tax compliance. Negotiated agreements with the Internal Revenue Service and state tax departments on personal and business tax matters. Prepared corporate, individual, estate, and trust income tax returns for approval by licensed CPAs.Represented clients in all facets of business law, including incorporation, consulting, litigation, small business mergers and acquisitions, applications for recognition of tax exempt status, and complex contract review. Consulted with clients to create comprehensive estate planning packages, including advance medical directives, powers of attorney, wills, and revocable and irrevocable trusts. Probated and administered estates, including coordinating transfers of assets to beneficiaries and preparing accounting of estate for probate court.Represented debtors in Chapter 7 and Chapter 13 consumer bankruptcy cases in the Eastern District of Virginia.

Virginia Beach, Virginia, United States

Drafted and filed all aspects of contested and uncontested divorce, custody, and support cases, including complaints, affidavits, motions, orders, final decrees, show causes, discovery, and briefs.Negotiated and drafted property, custody, and support agreements.Litigated motions in Circuit Court and Juvenile and Domestic Relations Court.

Virginia Beach, Virginia, United States

Researched and composed memoranda for all cases on the weekly duty docket, including demurrers, pleas in bar, special pleas (immunity and jurisdiction), eminent domain, estate litigation, infant settlements, wrongful death claims, name changes, guardianships and conservatorships, summary judgments, preliminary injunctions, show causes, pendente lites, and default judgments.Reviewed and analyzed habeas corpus petitions and capias requests.Composed letter opinions in the areas of creditor's rights, land use and zoning law, the Uniform Child Custody Jurisdiction and Enforcement Act, confessed judgments, and the Second and Fourth Amendments.Reviewed court orders and corresponded with attorneys and pro se litigants regarding compliance with statutory and common law.

Juris Doctor (J.D.), Law

Activities and Societies: North Carolina Journal of International Law and Commercial Regulation: Note and Comment Editor

Bachelor Of Arts (B.A.), Sociology, Criminology

Activities and Societies: Lambda Epsilon Sigma Stonehill College Honor Society, Alpha Kappa Delta International Sociology Honor Society.