General Attorney (Tax)

• May 2022 - Present

Senior Tax Attorney

• Sep 2018 - May 2022

• Conduct preliminary investigations to determine the full scope of a client’s tax issue(s) • Assist clients in establishing payment arrangements with the Internal Revenue Service, or State of Michigan, which may or may not involve a more in-depth review of the client’s current financial condition • Perform an in-depth review of taxpayer’s financial condition in order to submit Offers in Compromise to the Internal Revenue Service or the State of Michigan • Assist clients in petitioning for penalty abatements of one or multiple years in which penalties have been assessed • Assist clients with lien removal, discharge, or subordination, depending on their circumstances and likelihood of removal • Negotiate with Revenue Officers of the Internal Revenue Service or State of Michigan, for high net worth clients, to come to terms, and agree on, a resolution • Conduct examinations of high net worth clients that are under audit by the Internal Revenue Service or State of Michigan, and argue to prevent additional tax assessments • Elevate cases to the Internal Revenue Service, or State of Michigan, Appeals Unit or United States Tax Court through an appeal protest letter or Tax Court petition Show less

Tax Attorney

• Mar 2017 - Sep 2018

• Conduct preliminary investigations to determine the full scope of a client’s tax issue(s) • Conduct an initial client financial review to assist with providing the client with the most beneficial resolution for their tax matter based on their financial condition • Assist clients in establishing payment arrangements with the Internal Revenue Service, or state taxing authority, which may or may not involve a more in-depth review of the client’s current financial condition; this includes Offers in Compromise • Assist clients in petitioning for penalty abatements of one or multiple years in which penalties have been assessed • Assist clients with lien removal, discharge, or subordination, depending on their circumstances and likelihood of removal • Negotiate with Revenue Officers of the Internal Revenue Service or state taxing authority, for high net worth clients, to come to terms, and agree on, a resolution • Conduct examinations of high net worth clients that are under audit by the Internal Revenue Service or state taxing authority, and argue to prevent additional tax assessments • Assist clients with criminal tax matters by examining their books and records, for the year(s) in question, and arguing against any intent to defraud the government • Elevate cases to the Internal Revenue Service, or state taxing authority, Appeals Unit or United States Tax Court through an appeal protest letter or Tax Court petition • Manage the legal group to ensure that all matters are being completed in the most thorough and efficient manner possible Show less

Managed Document Reviewer

• Mar 2016 - Feb 2017

• Assist Ernst & Young, LLP in the litigation process by reviewing documents requested during discovery for relevance and privilege; includes redaction experience • Experience reviewing matters of Pharmaceutical Product Liability and Fraud Investigation • Assist Ernst & Young, LLP in the litigation process by reviewing documents requested during discovery for relevance and privilege; includes redaction experience • Experience reviewing matters of Pharmaceutical Product Liability and Fraud Investigation

Attorney

• Mar 2016 - Mar 2016

• Assist in the litigation process by reviewing documents requested during discovery for relevance and privilege • Experience reviewing matters of Business Law and Finance • Assist in the litigation process by reviewing documents requested during discovery for relevance and privilege • Experience reviewing matters of Business Law and Finance

Attorney

• Jan 2016 - Feb 2016

• Assist in the litigation process by reviewing documents requested during discovery for relevance and privilege • Experience reviewing matters of International Law, Business Law, Tax Law and Finance • Assist in the litigation process by reviewing documents requested during discovery for relevance and privilege • Experience reviewing matters of International Law, Business Law, Tax Law and Finance

Compliance Specialist

• Jul 2014 - Sep 2015

• Review complex financial planning transactions to ensure that they are suitable based on the client’s overall needs and investment strategy • Ensures that the Broker/Dealer maintains, and expands, its Broker/Dealer and Registered Investment Advisor status by complying with various state’s rules and regulations, as well as The Securities and Exchange Commission’s rules and regulations • Draft Letters of Indemnification, for various product companies, in order to hold them harmless for the cancellation and reprocessing of trades • Ensures that all Registered Representatives are properly licensed to sell the various securities and insurance products, that are offered from separate product companies, through the Broker/Dealer and Insurance Agency Show less

Extern (Office of Chief Counsel, Internal Revenue Service)

• Sep 2011 - Dec 2011

• Wrote various trial preparation documents, including: pre-trial memorandums, stipulations of facts, and Branerton letters. • Researched case law and statutory law for cases that were scheduled for trial; areas of law included: retirement plans, 501(c) non-profit organizations, mileage substantiation (relating to trade workers), and ordinary and necessary business principles. • Wrote various trial preparation documents, including: pre-trial memorandums, stipulations of facts, and Branerton letters. • Researched case law and statutory law for cases that were scheduled for trial; areas of law included: retirement plans, 501(c) non-profit organizations, mileage substantiation (relating to trade workers), and ordinary and necessary business principles.