Intro

I’m a tax and business attorney with experience in both law practice (tax and corporate) and Big 4 public accounting/tax consulting. I utilize my practice experience and knowledge developed through an advanced law degree (LL.M in Taxation & Business) in advising companies to manage and mitigate risk, resolve current issues, and plan for the future. I bring an entrepreneurial spirit and strategic approach to planning and solving problems. My practice includes providing tax and business consulting, planning, compliance, controversy, and diligence services. Clients come to me for assistance in business and tax planning for a new or existing venture or transaction, or for help identifying and resolving current business and tax issues.

Relevant Practice Areas & Experience

My practice includes representing businesses and individuals in federal, state, and local tax and corporate consulting, planning, compliance, controversy, and litigation matters. My practice includes serving start-up founders, small to mid-sized businesses, and large companies with all aspects of funding/financing, structuring, operating, growing, protecting, defending, and transitioning their ventures. My is domestic and global in scope.

Some of my practice areas, and matters I handle for clients include:

• Business Formation – I help business owners determine the best type of entity for their company, and work with them to prepare and file all necessary documents to do so, such as articles of organization/incorporation, operating agreements, and other documents.
• Entrepreneurial Ventures – I assist entrepreneurs in addressing intellectual property, financing, regulatory compliance and other considerations for their startup ventures.
• Employment Agreements – I help businesses draft proper employment agreements to clearly define the employer-employee relationship, including noncompete, nonsolicitation, nondisclosure/confidentiality, and other important related agreements.
• Mergers & Acquisitions (M&A) – I assist clients in buying and selling businesses or shares of businesses, including consulting to minimize related tax consequences.
• Tax Consulting – Corporate, Partnership, S Corporation, Trust, Tax Exempt Organization/Nonprofit, and Individual – I work with business owners and individuals to identify and implement tax planning strategies related to their C corporation, S corporation, partnership, tax exempt organization/nonprofit, trust, and individual taxes. My review can include federal, state, local, and international tax, as well as all different tax types (income/franchise, net worth, gross receipts, sales & use, and estate and gift taxes).
• Real Estate Transactions – I assist clients in buying and selling commercial real estate as part of their M&A transactions or otherwise.
• Business Succession Planning & Estate Planning – I help clients transition their closely-held or family-owned businesses to the key employees or next generation, while preserving and protecting their personal assets for future transfer to specific family, friends, or charities.
• Compliance, Controversy & Litigation – I represent clients in business and tax compliance, controversy, and litigation matters, both civil and criminal. These matters could arise from: failure to file returns/pay tax (domestic or offshore voluntary disclosures), tax audit/examination (defending taxpayers), tax assessments and collections (including identifying and pursuing collection alternatives), government investigations (defending taxpayers facing taxing authorities, other regulators, and government attorneys), corporate shareholder/LLC member/partner disputes, leases or real estate transactions, and more.
• Fractional Corporate Counsel & Fractional Tax Counsel – Providing businesses with strategic, on-demand legal support without the overhead of a full-time in-house attorney. With a focus on business law and tax strategy.

Bar & Court Admissions

• Ohio State Courts (Ohio Supreme Court)
• Ohio Federal Court (U.S. District Court, Southern District of Ohio)
• Kentucky State Courts (Kentucky Supreme Court)
• U.S. Tax Court

Educational Background

• LL.M. (Master of Laws), Business & Taxation, Concentrated in Finance & Corporate Governance – Capital University Law School
• J.D., Capital University Law School, cum laude, Order of the Curia National Honorary Legal Fraternity
• B.S., Business Administration: Organizational Leadership & Business Law – Miami University