Conshohocken, PA 19428
EducationLL.M., New York University, 2010
J.D., University of Pennsylvania, 2006
B.A., Duke University, 2003
I have worked with:
Private equity, real estate and lending funds.
Privately held businesses in mergers and acquisitions.
Real estate investment trusts.
A multinational corporation spinning off a division.
Corporations engaged in tax-deferred transactions and internal restructuring.
Nonprofits and nonprofit executives.
Qualified Opportunity Zones.
Hedge funds and mutual funds.
MY GREATEST STRENGTHS ARE:
Understanding clients’ objectives and providing creative tax planning solutions.
Advocating clients’ interests in private letter rulings and tax controversies.
Providing attention to important details to identify tax issues and avoid potential tax pitfalls.
Working with speed and efficiency to provide clients with quality advice.
I WANT YOU TO KNOW:
I successfully defended a nonprofit executive against the IRS’s assertion that she had engaged in excess benefit transactions over multiple years.
I have obtained tax exemption for many clients, including charitable activist organizations, animal rescue organizations, a certification nonprofit promoting socially responsible business, and an athletic host committee.
I started my career and spent several years at a prominent national law firm and have also worked in the national office of a large accounting firm, focusing on mergers and acquisitions.
WHAT MAKES ME UNIQUELY ME IS:
In 2010, I founded a nonprofit and I continue to serve on the board and volunteer in my free time.
I have been vegan since 2001 and love vegan cooking and baking.
MY PROFESSIONAL & COMMUNITY ACTIVITIES ARE:
Vice President and Director, Peace Advocacy Network
Trustee, First Presbyterian Church of Philadelphia
Nonprofit Consultancy Network
Industries of Focus