Attorney

• Nov 2021 - Present

As an Attorney in the Large Business and International (LBI) department, I have been heavily involved in the Syndicated Conservation Easement (SCE) campaign. In 2022 alone, I have coordinated and participated in interviews with expert witness candidates who we have considered for our SCE cases. We were joined on these calls by numerous Chief Counsel attorneys located in different offices around the country. I was the team lead on many of these interviews, which involved preparing questions for… Show more As an Attorney in the Large Business and International (LBI) department, I have been heavily involved in the Syndicated Conservation Easement (SCE) campaign. In 2022 alone, I have coordinated and participated in interviews with expert witness candidates who we have considered for our SCE cases. We were joined on these calls by numerous Chief Counsel attorneys located in different offices around the country. I was the team lead on many of these interviews, which involved preparing questions for each candidate to ask during the one hour interview. As the lead attorney on numerous SCE cases, I have filed motions and answers, and I have drafted responses to cross-motions filed by opposing counsel. I also regularly interact with Revenue Agents while reviewing their proposed 886-As, which is a document detailing the IRS’s justification for the proposed tax adjustment. My heavy involvement with the SCE campaign has required leadership, quick learning, and excellent communication to ensure that my work exceeds the standards set by the leaders of the campaign. I have also worked on cases in Chief Counsel’s other primary division, Small Business and Self-Employed (SBSE). While working on these cases, I have issued Branerton Letters to taxpayers and prepared Counsel Settlement Memorandums explaining why the given case should be settled in a particular manner. I have completed and closed some of these cases, which involved filing a proposed Decision with the Tax Court detailing the settlement that was reached.

Law Clerk

• Aug 2021 - Nov 2021

Law Clerk

• May 2020 - Apr 2021

I prepared motions and answers to motions pertaining to numerous topics. I also argued motions and answers on behalf of clients. The Michigan Court Rules allow law students working in legal aid to represent clients when under the supervision of a member of the state bar. As such, I appeared on the record numerous times. In fact, I led and conducted a full civil bench trial where I gave an opening and closing statement and conducted direct and cross examination of numerous witnesses. While my… Show more I prepared motions and answers to motions pertaining to numerous topics. I also argued motions and answers on behalf of clients. The Michigan Court Rules allow law students working in legal aid to represent clients when under the supervision of a member of the state bar. As such, I appeared on the record numerous times. In fact, I led and conducted a full civil bench trial where I gave an opening and closing statement and conducted direct and cross examination of numerous witnesses. While my experience in court primarily related to family law, I was also exposed to numerous other topics during my law clerk position, including estate planning, social security matters, and retirement plan disputes. I led estate planning efforts for twelve clients, which involved interviewing the clients for relevant information, preparing documents, and coordinating the mailing of these documents. I was also responsible for conducting interviews with clients to gather the information necessary to complete their pleadings. By my second week of working with Lakeshore, I was trusted with contacting numerous clients and speaking to them about their personal matters. I started working at Lakeshore soon after the CDC enacted the first Eviction Moratorium in March of 2020. We represented numerous clients who were facing eviction in the Metro Detroit area. In fact, Lakeshore created an "Eviction Hotline" that provided tenants facing eviction with resources to help them stay in their home. I fielded approximately 50 calls while assisting with this hotline over several months, and given the wide range of problems experienced by tenants calling the hotline, I sharpened my communication skills and gained great experience with planning solutions for tenants experiencing a financial crisis. Please also note that I worked 40 hours per week with Lakeshore Legal Aid from May 16th through August 21st 2020, and about 15 hours per week until the end of April 2021, while I was a full-time law student. Show less I prepared motions and answers to motions pertaining to numerous topics. I also argued motions and answers on behalf of clients. The Michigan Court Rules allow law students working in legal aid to represent clients when under the supervision of a member of the state bar. As such, I appeared on the record numerous times. In fact, I led and conducted a full civil bench trial where I gave an opening and closing statement and conducted direct and cross examination of numerous witnesses. While my… Show more I prepared motions and answers to motions pertaining to numerous topics. I also argued motions and answers on behalf of clients. The Michigan Court Rules allow law students working in legal aid to represent clients when under the supervision of a member of the state bar. As such, I appeared on the record numerous times. In fact, I led and conducted a full civil bench trial where I gave an opening and closing statement and conducted direct and cross examination of numerous witnesses. While my experience in court primarily related to family law, I was also exposed to numerous other topics during my law clerk position, including estate planning, social security matters, and retirement plan disputes. I led estate planning efforts for twelve clients, which involved interviewing the clients for relevant information, preparing documents, and coordinating the mailing of these documents. I was also responsible for conducting interviews with clients to gather the information necessary to complete their pleadings. By my second week of working with Lakeshore, I was trusted with contacting numerous clients and speaking to them about their personal matters. I started working at Lakeshore soon after the CDC enacted the first Eviction Moratorium in March of 2020. We represented numerous clients who were facing eviction in the Metro Detroit area. In fact, Lakeshore created an "Eviction Hotline" that provided tenants facing eviction with resources to help them stay in their home. I fielded approximately 50 calls while assisting with this hotline over several months, and given the wide range of problems experienced by tenants calling the hotline, I sharpened my communication skills and gained great experience with planning solutions for tenants experiencing a financial crisis. Please also note that I worked 40 hours per week with Lakeshore Legal Aid from May 16th through August 21st 2020, and about 15 hours per week until the end of April 2021, while I was a full-time law student. Show less

Law Clerk

• May 2019 - Aug 2019

My duties included drafting motions and affidavits denying the validity of judgments against the bank, FNBA. These denials would often center around the fact that FNBA no longer held title to the property, which could be proven by referencing various chains of title. I also prepared memorandums, including one that detailed the legality of modifying mortgage agreements to include clauses such as arbitration agreements and waived balloon payments. Another memorandum analyzed the process of… Show more My duties included drafting motions and affidavits denying the validity of judgments against the bank, FNBA. These denials would often center around the fact that FNBA no longer held title to the property, which could be proven by referencing various chains of title. I also prepared memorandums, including one that detailed the legality of modifying mortgage agreements to include clauses such as arbitration agreements and waived balloon payments. Another memorandum analyzed the process of unclaimed property escheating to a particular state under Michigan’s Uniform Unclaimed Property Act. This memorandum was used by the bank’s general counsel to update process manuals pertaining to escheating unclaimed property. I also used my business background within this role by generating payoff calculations subsequent to a buyer’s default by analyzing the present value of principal payments along with applicable expenses. Another project where I was able to utilize my background involved analyzing various instructions provided by the IRS for determining which tax forms were necessary for clients who had cancelled debt in connection with a foreclosure or abandonment of secured property. Show less My duties included drafting motions and affidavits denying the validity of judgments against the bank, FNBA. These denials would often center around the fact that FNBA no longer held title to the property, which could be proven by referencing various chains of title. I also prepared memorandums, including one that detailed the legality of modifying mortgage agreements to include clauses such as arbitration agreements and waived balloon payments. Another memorandum analyzed the process of… Show more My duties included drafting motions and affidavits denying the validity of judgments against the bank, FNBA. These denials would often center around the fact that FNBA no longer held title to the property, which could be proven by referencing various chains of title. I also prepared memorandums, including one that detailed the legality of modifying mortgage agreements to include clauses such as arbitration agreements and waived balloon payments. Another memorandum analyzed the process of unclaimed property escheating to a particular state under Michigan’s Uniform Unclaimed Property Act. This memorandum was used by the bank’s general counsel to update process manuals pertaining to escheating unclaimed property. I also used my business background within this role by generating payoff calculations subsequent to a buyer’s default by analyzing the present value of principal payments along with applicable expenses. Another project where I was able to utilize my background involved analyzing various instructions provided by the IRS for determining which tax forms were necessary for clients who had cancelled debt in connection with a foreclosure or abandonment of secured property. Show less

Global Employer Services Tax Consultant

• Jan 2016 - Jun 2018

My duties included supervising and reviewing the work products of seven staff coworkers. Such work products included federal and state tax returns for both inbound and outbound clients, withholding calculations, tax return authorization lists, and correspondence to clients. I also represented numerous clients before federal and various state taxing authorities by serving as their power of attorney. I led presentations and meetings geared towards driving the training of team members, especially… Show more My duties included supervising and reviewing the work products of seven staff coworkers. Such work products included federal and state tax returns for both inbound and outbound clients, withholding calculations, tax return authorization lists, and correspondence to clients. I also represented numerous clients before federal and various state taxing authorities by serving as their power of attorney. I led presentations and meetings geared towards driving the training of team members, especially those who had less than one year of experience with the firm. These training sessions allowed me to serve as the mentor for various coworkers, which sometimes involved answering work-related questions, but more often involved having discussions with these coworkers about their experiences with the firm up to that point. I also served as the single point of contact for over sixty clients located in various countries. This role involved conducting orientation meetings with assignees, where I would explain their assignment related tax implications and answer general questions about my role as the client’s tax consultant. I gained valuable experience by serving as the project leader on our team's global authorization list, which indicated whether employees of a Fortune 500 client were authorized for Deloitte's services. As the project leader, I was the main point of contact for other Deloitte employees located in twenty different offices around the world. I would coordinate with these contacts to ensure that the authorization list was accurate, which was an essential component of a successful tax preparation season. I was consistently ranked within the top 5% of my class. This ranking was derived from formal reviews by about fifteen coworkers for each six-month review period. There were two questions that derived the bulk of the ranking: would you always want this person on your team, and if it were your money, would you give this person the highest possible raise? Show less My duties included supervising and reviewing the work products of seven staff coworkers. Such work products included federal and state tax returns for both inbound and outbound clients, withholding calculations, tax return authorization lists, and correspondence to clients. I also represented numerous clients before federal and various state taxing authorities by serving as their power of attorney. I led presentations and meetings geared towards driving the training of team members, especially… Show more My duties included supervising and reviewing the work products of seven staff coworkers. Such work products included federal and state tax returns for both inbound and outbound clients, withholding calculations, tax return authorization lists, and correspondence to clients. I also represented numerous clients before federal and various state taxing authorities by serving as their power of attorney. I led presentations and meetings geared towards driving the training of team members, especially those who had less than one year of experience with the firm. These training sessions allowed me to serve as the mentor for various coworkers, which sometimes involved answering work-related questions, but more often involved having discussions with these coworkers about their experiences with the firm up to that point. I also served as the single point of contact for over sixty clients located in various countries. This role involved conducting orientation meetings with assignees, where I would explain their assignment related tax implications and answer general questions about my role as the client’s tax consultant. I gained valuable experience by serving as the project leader on our team's global authorization list, which indicated whether employees of a Fortune 500 client were authorized for Deloitte's services. As the project leader, I was the main point of contact for other Deloitte employees located in twenty different offices around the world. I would coordinate with these contacts to ensure that the authorization list was accurate, which was an essential component of a successful tax preparation season. I was consistently ranked within the top 5% of my class. This ranking was derived from formal reviews by about fifteen coworkers for each six-month review period. There were two questions that derived the bulk of the ranking: would you always want this person on your team, and if it were your money, would you give this person the highest possible raise? Show less

Global Employer Services Tax Intern

• Jan 2014 - Apr 2014

I prepared tax returns for both expatriate and inpatriate clients working in the U.S. and overseas, respectively. Given the overseas component of these returns, many complexities were involved including analysis of the foreign tax credit and foreign earned income exclusion available to the taxpayer. I also analyzed and prepared calculations for my clients, including hypothetical withholding and W-4 calculations. My internship took place during my department's "Busy Season," so I… Show more I prepared tax returns for both expatriate and inpatriate clients working in the U.S. and overseas, respectively. Given the overseas component of these returns, many complexities were involved including analysis of the foreign tax credit and foreign earned income exclusion available to the taxpayer. I also analyzed and prepared calculations for my clients, including hypothetical withholding and W-4 calculations. My internship took place during my department's "Busy Season," so I was working at least 60 hours per week. During this time, I was working on the same projects and assignments as full time staff coworkers. Show less I prepared tax returns for both expatriate and inpatriate clients working in the U.S. and overseas, respectively. Given the overseas component of these returns, many complexities were involved including analysis of the foreign tax credit and foreign earned income exclusion available to the taxpayer. I also analyzed and prepared calculations for my clients, including hypothetical withholding and W-4 calculations. My internship took place during my department's "Busy Season," so I… Show more I prepared tax returns for both expatriate and inpatriate clients working in the U.S. and overseas, respectively. Given the overseas component of these returns, many complexities were involved including analysis of the foreign tax credit and foreign earned income exclusion available to the taxpayer. I also analyzed and prepared calculations for my clients, including hypothetical withholding and W-4 calculations. My internship took place during my department's "Busy Season," so I was working at least 60 hours per week. During this time, I was working on the same projects and assignments as full time staff coworkers. Show less

IT Performance Analyst Intern

• May 2013 - Aug 2013

I analyzed financial metrics for new programs. This involved developing spreadsheets of the metrics for executive management review meetings. I also created a Request For x (RFx) training guide that was used by purchasing management. I analyzed financial metrics for new programs. This involved developing spreadsheets of the metrics for executive management review meetings. I also created a Request For x (RFx) training guide that was used by purchasing management.