Experience

Sage Law Partners, LLC

• Law Practice
• 1 - 100 Employee

• Partner

  • Aug 2012 - Present

  Practice limited to taxation (primarily federal income, gift, estate, and generation-skipping transfer taxes), estate planning and administration, asset protection, tax-exempt organizations, general business/corporate transactions, real estate, and commercial litigation. Practice limited to taxation (primarily federal income, gift, estate, and generation-skipping transfer taxes), estate planning and administration, asset protection, tax-exempt organizations, general business/corporate transactions, real estate, and commercial litigation.



Pia Anderson Dorius Reynard and Moss

• Partner

  • May 2010 - Jul 2012

  Full service law firm. Full service law firm.



FROERER HUNTER & AHLSTROM

• Partner

  • Jul 2009 - Jul 2010

  Practice limited to taxation (primarily federal income, gift, estate, and generation-skipping transfer taxes), estate planning and administration, tax-exempt organizations, and business/corporate transactions. Advise clients in all aspects of estate planning, including all types of trusts estate/gift tax planning solutions. Advise closely-held businesses in all aspects of business planning and transactions, including but not limited to entity selection, legal issues relevant to day-to-day operation, taxation, and windup/liquidation. Actively involved in firm management/administrative matters, including hiring, marketing, etc. Show less



Fabian & Clendenin

• United States
• Law Practice

• Associate Attorney

  • Jul 2008 - Jul 2009

  Practice limited to taxation (primarily federal income, gift, estate, and generation-skipping transfer taxes), estate planning and administration, tax-exempt organizations, and general business/corporate transactions. Research federal tax laws, draft memoranda regarding federal tax laws, assess federal and state tax consequences for proposed transactions and planning solutions. Research business transactional issues (general corporate and tax issues); formulate structuring recommendations for business transactions; draft transactional documentation, including purchase agreements, financing agreements, and financing instruments; perform due diligence for various business and real estate transactions. Create work plans for large estate, tax, and business planning transactions and execute such plans. Show less



BENNETT, TUELLER, JOHNSON

• Legal Services
• 1 - 100 Employee

• Associate Attorney

  • Sep 2006 - Jul 2008

  Practice limited to estate planning and administration, taxation, tax-exempt organizations, and general business/corporate transactions. Assess clients' estate planning and administration needs (including probate); recommend estate planning strategies; draft documentation and implement estate planning strategies, including: revocable trusts, intentionally defective irrevocable grantor trusts, irrevocable life insurance trusts, grantor retained annuity trusts, charitable remainder trusts, charitable income trusts, foreign grantor trusts, family gifting programs, wills, healthcare documents, family companies, and buy-sell agreements. Assist clients with organization and administration of exempt organizations, including public charities, supporting organizations, and private foundations, and represent exempt organizations before the Internal Revenue Service. Research business transactional issues (general corporate and tax issues); formulate structuring recommendations for business transactions; draft transactional documentation, including purchase agreements, financing agreements, and financing instruments; perform due diligence for various business and real estate transactions. Show less



SNOW JENSEN

• United States
• Law Practice
• 1 - 100 Employee

• Associate Attorney

  • Aug 2004 - Sep 2006

  Practice limited to estate planning, business transactions, tax planning, and general real estate. Assess clients' estate planning needs; recommend estate planning strategies; draft documentation and implement estate planning strategies, including: trusts, wills, healthcare documents, family companies, and buy-sell agreements. Analyze clients' businesses legal needs (corporate issues); recommend business planning structures and strategies; perform transactional due diligence; and draft documentation implementing such structures, including: shareholder/member agreements, bylaws and operating agreements, and acquisition of shares/interests/assets. Review clients' proposed real estate transactions; recommend real estate transactional structures and perform due diligence; draft documentation and review documentation implementing such structures, including: real estate purchase contracts, deeds, development agreements, joint venture agreements, financing documents, and leases. Show less



KPMG, LLP

• Ireland
• Legal Services
• 1 - 100 Employee

• Associate/Consultant

  • Aug 2003 - Aug 2004

  Research and draft memoranda and opinion letters regarding corporate income/franchise tax, sales/use tax, state tax credits, unclaimed property issues, and proposed transaction structures. Gather information from clients regarding tax credits, multi-state tax apportionment, and other state and federal tax matters and draft documentation and worksheets supporting such credits on clients' tax returns. Represent clients under audit by state tax boards primarily regarding corporate restructuring and tax credits. Complete and amend state tax returns. Show less