• Advises private equity and real estate clients on adherence to federal, state, and local tax laws in complex real estate transactions, while also negotiating client tax liabilities with state and municipal tax collectors and offices of recorder of deeds. • Executes REIT Due Diligence for a multinational investment bank with responsibilities including, but not limited to, compiling property data, communicating with property managers, and referencing case law as guidance to identify properties’ ITSI and NQI. • Performs M&A due diligence on behalf of a leading real estate management firm by analyzing and delivering detailed reporting on client financials, historical tax filings, property leases, and Purchase & Sale Agreements. • Designed a strategic tax refund approach by reviewing property leases to validate the accuracy of the tax bases used by state tax departments.

• Analyzed appeals of local and county tax officials regarding the assessment and valuation of real property for municipal, county and school board taxes by considering the valuation approach used by assessor and assessor’s use of basic appraisal principles such as real property concepts and socio-economic factors• Consulted judge on decisions concerning appeals of assessments and related motions made by the Director of the state Division of Taxation on state income, sales, estate, business and other taxes• Managed Judge’s case docket and motion calendar consisting of a variety of state and local tax cases• Conducted research on tax issues, drafted memos and judicial opinions, dealt with financials, managed all communication with attorneys on issues arising through litigation, and advised the judge on decisions daily• Received official mediation training which resulted in exposure to mediating approximately 5 legal matters

• Amended legal opinion approving the legal sufficiency of a $600 million financing transaction between the District of Columbia and one of the world’s leading financial management firms. • Made recommendations after evaluating property assessments made by the Office of Tax and Revenue on whether to settle or not to settle hundred million dollar cases • Drafted stipulation agreements and proposed court orders for hundred million dollar property tax disputes between the District of Columbia and the Petitioner• Drafted court orders and final settlement memoranda and analyzed income and expense reports to ensure consistency of financials prior to the tax court’s review and execution• Assisted the preparation for and attended mediations to form agreements with opposing counsel where creative tax solutions are formed in a light favorable to the Office of the Attorney General• Responded to discovery including drafting response to production of documents and initial response to interrogatories• Drafted court documents including witness lists, Rule 26(b)(4) statements, subpoenas, Notices to Take Deposition, and Certificates of Discovery• Performed financial analysis of subject property over four year period

• Drafted, negotiated, and reviewed non-disclosure agreements to evaluate potential transactions for funds managed by the company • Assisted with managing deals and assessing accounts under company control • Prepared memoranda summarizing legal issues for use in discussions with Senior Counsel portfolio management groups and outside counsel• Drafted summary of SEC and FINRA regulations governing the company’s alternative investment funds to create a global policy to ensure marketing materials complied with federal regulations • Updated the Form ADV for investment advisers to register with the SEC

• Researched and analyzed legal issues while reviewing the briefs of the opposing parties• Drafted of bench memoranda, orders, and draft judicial opinions on district judge’s civil motion dockets • Evaluated report and recommendations of magistrate judges and prepared orders• Prepared judge and law clerks for trial, attended court with judge, and observed proceedings

• Managed asset analysis of priority clients to ensure the accuracy of estate accounts• Created case chronologies, made factual investigations, and prepared exhibits• Facilitated programing for asset management and fiscal health for under-served communities

• Conducted primary and secondary research to identify consumers’ desires• Created communication strategies to effectively connect clients with their target audiences’ hearts and minds

• Researched specific state legislation and managed the Maryland State Constituent Data Base• Attended meetings with and assisted Senator Harrington with background information on task force meetings