Assisted multi-national company divest of four business units across multiple jurisdictions with an emphasis on preserving losses in order to offset future taxable income.
Assisted key executive in his investment in an international real estate venture including negotiation of key terms and after tax income stream analysis.
State of New Jersey, 2007
State of New York, 2009
Registered Foreign Lawyer
‘IRS enforcement efforts target taxes on cryptocurrency transactions,’ Accounting Today, September 9, 2019, co-author
‘Cryptocurrencies and the IRS: What you need to know,’ Withers Insight, August 06, 2019, co-author
‘IRS to Issue Carried Interest Regs Under New Tax Law,’ Think Advisor - March 5, 2018, quoted
‘Tax New Law Generates an Onslaught,’ Of Counsel - February 2018, quoted
‘International Witholding Tax- What Fund Lawyers Need to Know,’ Lexis Practice Advisor - November 2017, co-author
‘Parsing the Future of Tax Reform: ‘A World of Unknowns’,’ Accounting Today - August 29, 2017
‘IRS More Likely To Change Than Ax Debt-Equity Regs,’ Law360 - August 10, 2017, quoted
New York State Bar Association
American Bar Association
‘Withers talks: cryptocurrency | Ep 9 - tax considerations for crypto investors and issuers,’ Withers podcast - May 12, 2021, guest
‘Checklist 2020: Corporate income tax planning considerations,’ Withersworldwide webinar - October 28, 2020, co-presenter
‘Blockchain and the private client,’ California Lawyers Association webinar - January 9, 2019, speaker
‘Going for the gold? Adding gold to your asset allocation,’ Withers event - February 5, 2018, speaker
‘Trump tax proposal: Breakfast seminar Switzerland,’ Withers event - June 2017, speaker
My goal is to translate tax rules into a concise and simple message clients can understand
Although I spent most of my early career providing advice to large multi-national corporations, since joining Withers I have had the pleasure of representing a number of individuals in their business endeavors. I have found this challenge brings with it the reward of working closely with ultimate stakeholders with the opportunity to build long lasting personal relationships.
While tax law in general and the US tax rules in particular can be overwhelming and exceedingly complex, my goal is to translate those rules into a concise and simple message clients can understand.