Experience

WilliamsMarston LLC

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Partner

  • Jan 2023 - Present



704beantown advisers, LLC

• Boston, Massachusetts, United States

• Co-Founder and Partner at 704beantown advisers, LLC

  • Oct 2021 - Present

  Boutique tax consulting firm focused on advising on domestic and international partnership structures common to private equity, venture capital, and fund of fund groups operating in various industries. Boutique tax consulting firm focused on advising on domestic and international partnership structures common to private equity, venture capital, and fund of fund groups operating in various industries.



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Principal

  • Oct 2019 - Oct 2021

• Senior Manager, International Tax

  • Sep 2013 - Oct 2019



Robinson+Cole

• United States
• Law Practice
• 400 - 500 Employee

• Associate

  • Dec 2010 - Aug 2013



Boston Bar Association

• United States
• Law Practice
• 1 - 100 Employee

• Chair of Federal Tax and Transactions Steering Committee

  • 2012 - 2013



Caturano and Company

• Contractor

  • Apr 2009 - Nov 2010



WilmerHale

• United States
• Law Practice
• 700 & Above Employee

• Associate

  • Sep 1997 - Sep 2002

  • Worked on a variety of matters including domestic and international transaction planning, structuring emerging start-ups, stock options and other forms of executive compensation, corporate reorganizations, mergers and acquisitions, spin-offs, dispositions and liquidations of public and closely-held corporations. • Sought advance rulings and determination letters from the IRS and state taxing authorities on the taxation of various entities and transactions. • Negotiated and… Show more • Worked on a variety of matters including domestic and international transaction planning, structuring emerging start-ups, stock options and other forms of executive compensation, corporate reorganizations, mergers and acquisitions, spin-offs, dispositions and liquidations of public and closely-held corporations. • Sought advance rulings and determination letters from the IRS and state taxing authorities on the taxation of various entities and transactions. • Negotiated and drafted tax opinions, representation letters, indemnity agreements, tax allocation agreements, purchase and sale agreements and disclosure documents. • Worked closely with clients on the structuring of their international operations so as to minimize the overall burden of U.S. and foreign taxation by, for example, analyzing the impact of passive foreign investment company regulations on cross-border transactions, the choice between a branch or subsidiary in various foreign countries and utilizing tax treaties to reduce taxes. • Drafted and reviewed quarterly and annual corporate reports, public offering documents, securities registration statements and annual proxy statements filed with the SEC. Show less • Worked on a variety of matters including domestic and international transaction planning, structuring emerging start-ups, stock options and other forms of executive compensation, corporate reorganizations, mergers and acquisitions, spin-offs, dispositions and liquidations of public and closely-held corporations. • Sought advance rulings and determination letters from the IRS and state taxing authorities on the taxation of various entities and transactions. • Negotiated and… Show more • Worked on a variety of matters including domestic and international transaction planning, structuring emerging start-ups, stock options and other forms of executive compensation, corporate reorganizations, mergers and acquisitions, spin-offs, dispositions and liquidations of public and closely-held corporations. • Sought advance rulings and determination letters from the IRS and state taxing authorities on the taxation of various entities and transactions. • Negotiated and drafted tax opinions, representation letters, indemnity agreements, tax allocation agreements, purchase and sale agreements and disclosure documents. • Worked closely with clients on the structuring of their international operations so as to minimize the overall burden of U.S. and foreign taxation by, for example, analyzing the impact of passive foreign investment company regulations on cross-border transactions, the choice between a branch or subsidiary in various foreign countries and utilizing tax treaties to reduce taxes. • Drafted and reviewed quarterly and annual corporate reports, public offering documents, securities registration statements and annual proxy statements filed with the SEC. Show less



Goodwin

• United States
• Law Practice
• 700 & Above Employee

• Associate

  • May 1996 - Sep 1996

  • Researched various federal tax issues in connection with a variety of REIT transactions, including REIT qualification, disposition, acquisition and restructuring. • Assisted document production and review for various corporate transactions, including preparation for and closing of multi-million dollar corporate acquisition of over 20 Northeast ski resorts. • Researched various federal tax issues in connection with a variety of REIT transactions, including REIT qualification, disposition, acquisition and restructuring. • Assisted document production and review for various corporate transactions, including preparation for and closing of multi-million dollar corporate acquisition of over 20 Northeast ski resorts.



Suffolk County District Attorney

• Legal Intern, White Collar Crime Division

  • May 1995 - Sep 1995

  • Researched Massachusetts rules of evidence and a variety of matters in preparation for criminal trials for Assistant District Attorney, Robert McKenna, Jr. • Prepared briefs and motions to submit to Massachusetts Supreme Judicial Court. • Assisted in Grand Jury investigations. • Researched Massachusetts rules of evidence and a variety of matters in preparation for criminal trials for Assistant District Attorney, Robert McKenna, Jr. • Prepared briefs and motions to submit to Massachusetts Supreme Judicial Court. • Assisted in Grand Jury investigations.