We provide tax-efficient wealth planning, business and asset protection counsel to private client families (including NRIs), entrepreneurs, and leaders. In addition to our multijurisdictional practice in-house, we collaborate with local counsel, and tax and financial professionals globally to provide comprehensive private client representation. Domestic/International (foreign investments and assets, multinationals, etc) Estate Planning and High/Ultra High Net Worth Asset Planning Intellectual Property asset protection planning, income and estate tax planning, retirement and deferred compensation, and business structuring Non-Profit and charitable planning and tax advisory services on organization and operations Tax Strategy Consulting/Advisory Services for private clients and other professionals Expert witnessTax advisory in reorganizations, restructuring (mergers & acquisitions, transfers, sales, split-offs, spin-offs), terminations for closely held and pass-through entities. Adopted digital transformation since 2009 to service clients remotely and securely. From 3/2010 - 4/2014 (Tax law practice on hiatus due to IRS employment)Managed and supervised Of Counsel attorney(s). Representation on non-tax aspects of business law, corporate law and related non-tax areas such as business agreements, commercial sale and transactions, entertainment law (deal memos, etc.), franchise law (disclosure documents and agreements), employee agreements and related negotiations. From 7/2009 to 3/2010 Client counseling on all aspects of business law and trusts & estates, including intellectual property, commercial, formation and analysis of partnerships, S Corporations, LLCs, C Corporations, reorganizations,complex estate planning with trusts (including Irrevocable Life Insurance Trusts, etc.)Trusts), income tax compliance and other tax compliance, business tax law, and business interests. Non-profit organization formation and qualification - Forms 1023.

International and cross-border tax counsel for the Tax, Private Client, and Trusts & Estates Departments especially.

Tax Law Editor for Trusts & Estates and Tax-exempt Organizations Portfolios (BNA)

- Examined Estate (Form 706) and Gift (Form 709) tax returns, including some Forms 1041 and Forms 8939-Conduct investigations for assets and on taxpayers for compliance, perform legal research and analysis on estate and gift tax issues interpreting tax laws (case law and statutes), rules, regulations, etc. - Prepare detailed reports with legal analysis and explanations and communicate with taxpayers independently and in coordination with engineers, art appraisers and experts from the agency to resolve tax issues, encourage agreements, and ensure compliance. - Perform complex business and real estate valuation analysis, evaluate financial information and records and use valuation methodology to determine and verify fair market value of assets.- Commended for developing original analysis and valuation rationale in cases involving complex estate distribution scenarios between non-charitable and charitable beneficiaries and CLUTs and CRATs. Similar result on complex Graegin issue requiring original analysis and informal collaboration with Chief Counsel due to the absence of direct precedent. - Frequently sought by peer group for informal assistance with complex tax issues, including application of built-in capital gains discount, Graegin deduction, charitable trust qualification (CRAT/CRUT/CLUT/CLAT) - Received awards from manager, performance ranked as exceeding consistently, participated in Leadership Succession programs, worked with team to revise and rewrite Estate Tax Attorney Course Curriculum, tested agency wide software and drafted technical instructions-Selected and participated in a high-profile team case involving complex business valuation, gifting, intra-family lending,income tax and other issues -Served as acting manager for immediate supervisor on multiple occasions - Provided informal assistance to lead estate tax attorney assisting Chief Counsel on tax court cases with net gift and generation skipping transfer tax (GSTT) issues.

Estate Planning and Estate Administration (Trusts & Estates)Business/Corporate Tax

Estate Planning & AdministrationBusiness/ Corporate TaxBusiness Litigation

Litigation, Commercial & Civil, Eminent Domain and related matters

Property Tax Collection, Chapter 13 Bankruptcy, Inheritance Tax Collection

Electronic and Tape Data management for over a decade of research in mathematics education under National Science Foundation grantsEditorial/administrative assistance with the publication of the Journal of Mathematical BehaviorPreparing powerpoint presentations and organizing data for international presentations by faculty on related academic topics