Intro

I help private companies and HNW investors solve complex domestic and cross-border tax and transactional challenges with clear, practical advice that protects value and supports growth.

With nearly a decade in Big 4 tax (Global Structuring/International Tax, and Multistate & Local Tax), an LL.M. in Taxation, and 15+ years of combined advisory experience, I bring deep technical expertise and real-world deal insight as a Tax & Transactions Partner.

My practice focuses on:

• Domestic and cross-border tax strategy & structuring
• Private company M&A (buy-side and sell-side)
• State and local tax credits & incentives (Ohio & Kentucky)
• Inbound U.S. investments by non-U.S. companies and individuals
• Succession planning, executive incentives, and tax-efficient exits

I regularly partner with business owners, CFOs, CPAs, bankers, business brokers, and other professional advisors (investment advisors, wealth advisors, insurance and real estate professionals) to deliver coordinated strategies that reduce risk and improve outcomes in transactions, transitions and controversies. If you’re evaluating a U.S. market entry, preparing for a sale or acquisition, exploring tax incentives, or managing cross-border investments, feel free to connect or message me. I’d be happy to share resources or discuss how I can support your objectives.

Other Relevant Practice Areas & Experience

• Business Formation & Governance – 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 form and operate the legal entity, such as articles of organization/incorporation, operating agreements, and other documents.
• Mergers & Acquisitions (M&A) & Transactional Consulting – I assist clients in buying and selling businesses or shares of businesses, or in restructuring or reorganizing businesses, including tax 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).
• Business Succession / Exit Planning & Estate Planning – I help clients transition their closely-held or family-owned businesses to the key employees or next generation (which often includes design of equity incentive plans), while preserving and protecting their personal assets for future transfer to specific family, friends, or charities.
• 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.
• Real Estate Transactions – I assist clients in buying and selling commercial real estate as part of their M&A transactions or otherwise.
• 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.

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