Bio
Credentials
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Member United States Tax Court
US Tax CourtNov, 2002- May, 2026 -
Illinois Bar
Supreme Court of IllinoisNov, 1999- May, 2026 -
Certified Public Accountant
Georgia State Board of AccountancyAug, 1996- May, 2026
Experience
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Principal / Partner
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Jan 2003 - Present
Tax planning, Tax compliance, Tax defense, Business advisory
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Principal Partner/Owner - Practitioner
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2003 - 2015
Primary Practice Areas:Asset and stock acquisitions and divestituresConsolidation transactionsMergers and other taxable and tax-free reorganizations according to section 368Majority and minority shareholder representation in transactionsAsset protection strategies, including Delaware series LLC&#...
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Principal
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Dec 2010 - May 2012
Same as Tax Law Associates, LLC
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Principal
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Jan 2000 - Jan 2003
Supervised a professional staff of 65 performing state, local, federal and international tax compliance, research and planning. Developed tax planning strategies for entity structure, asset protection, federal and state tax planning, deferment strategies and succession and estate planning. Mana...
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Tax
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2000 - 2000
providing general tax consulting and tax controversy planning. Provided representation in a sales tax audit with the State of New York.Negotiated 68k business and occupation tax refund from the State of California
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Tax
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Jan 1997 - Jan 1999
Thirty hours per week commitment during full-time law school scheduleTax research, tax software development
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CPA
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Jan 1994 - Jan 1996
For-profit and non-profit audit engagementsTax research and compliance
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Accounting staff
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Jan 1993 - Jan 1994
Preparation of accounts receivable and accounts payable
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Education
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1999 - 2000Chicago-Kent College of Law, Illinois Institute of Technology
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1996 - 1999Chicago-Kent College of Law, Illinois Institute of Technology
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1989 - 1993Georgia Institute of Technology
Suggested Services
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Industry Focus. “Accounting and Auditing”
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References
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