Experience
- Specializes in corporate, partnership and real estate taxation
- Represents a wide variety of corporate clients, including start-up and existing family businesses, partnership formations, sales and purchases of businesses, mergers, business succession planning and financing matters
- Resolves IRS examinations, appeals and litigation
- Counsels clients in estate planning, wills, trusts, and healthcare directives
Background
- Ohio Super Lawyers , 2008 – 2024
- Former IRS Chief Counsel Attorney
- Practiced as a tax attorney at two well-known Cleveland firms and as an in-house tax attorney for a Fortune 500 company
- Frequent speaker on variety of business and tax topics
Memberships & Associations
- Tax Section of the American Bar Association
- Cleveland Metropolitan and Ohio State Bar Associations
- Affiliate member, Ohio Society of CPAs
- Geauga Growth Partnership, Leadership Lake County, Class 2017
Education
- Ohio State University, B.A., 1986
- Case Western Reserve University School of Law, J.D., 1989
- Case Western Reserve University LL.M. (advanced degree in Taxation), 1998
Videos
Look Before You Leap: Critical Factors to Consider Before You Structure a Business Succession Plan