HIGHLIGHTS:
Tax planning and tax disputes involving complex commercial and personal transactions, including the structure and operation of business entities, corporate acquisitions and dispositions, tax-free reorganizations, partnership restructurings, real estate transactions, and insolvency situations
EDUCATION:
New York University School of Law
LL.M. (in taxation) 1984
University of Pennsylvania Law School
J.D. 1978
The Wharton School
University of Pennsylvania
M.B.A. 1978
Yale University
B.A. cum laude) 1974
BAR ADMISSIONS:
States:
New York 1979
New Jersey 1985
Federal:
District of New Jersey
Tax Court
OTHER EXPERIENCE:
New Jersey State Bar Association, Taxation Law Section, Chair: 2005-2006
New Jersey State Bar Association, Taxation Law Section, Executive Committee, Member: 1999-present
New Jersey State Bar Association, Partnership Taxation Committee, Chair: 1999-2002
Essex County Bar Association, Tax, Trusts & Estates Committee, Chair: 1996-2004
Frequent speaker at seminars and conferences on various tax-related topics
Included in Chambers USA directory
REPRESENTATIVE EXPERIENCE:
Organization and choice of entity considerations involving corporations, partnerships, and limited liability companies
Structuring and drafting partnership agreements, LLC operating agreements, and shareholders agreements
Tax planning for real estate acquisitions, dispositions, financings, leases, and like-kind exchanges
Mergers and acquisitions involving partnerships and limited liability companies, including rollup transactions
Taxable dispositions and acquisitions of corporate assets and stock, including Section 338(h)(10) transactions and tax indemnification agreements
Tax-free corporate mergers and reorganizations
Tax planning for insolvent or bankrupt entities and individuals
Corporate redemptions and liquidations
Personal tax planning involving executive compensation, stock options, investment transactions, charitable contributions, principal residences, and divorce
Tax planning for settlements of complex commercial and personal disputes
Representing individuals, partnerships and corporations involved in tax disputes with the Internal Revenue Service and the New Jersey Division of Taxation
Income tax planning for estates and trusts
Ruling requests
Tax opinion letters
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