HIGHLIGHTS:
Tax planning for businesses, individuals and charities, including acquisition, disposition and restructuring of business entities, real estate transactions and charitable giving
EDUCATION:
New York University School of Law
LL.M. (Taxation) 1989
Harvard Law School
J.D. 1985
Columbia University
B.A. (cum laude) 1982
BAR ADMISSIONS:
States:
New York 1986
New Jersey 1998
Federal:
District of New Jersey
Tax Court
OTHER EXPERIENCE:
Newark Emergency Services for Families, Inc., Director: 1998-present; Vice President: 2004-2005; President: 2005-present
Essex County Bar Association; Tax, Trusts & Estate Committee, Vice Chair: 2004-present
REPRESENTATIVE EXPERIENCE:
Structuring business operations
Drafting shareholders, partnership and limited liability company agreements
Drafting tax disclosures and agreements relating to corporate reorganizations, partnership restructurings, UPREITs, stock and debt offerings, and tender offers
Structuring executive compensation arrangements, including qualified and nonqualified stock option plans, employment agreements, severance agreements and deferred compensation agreements
Structuring and representation of real estate ventures, including qualification for federal low income housing tax credits and New Jersey PILOT programs
Representation of nonprofit organizations, regulated investment companies and real estate investment trusts
Income tax planning for trusts and estates
Tax planning for divorce and separation
Preparation of private letter ruling requests and tax opinion letters
Negotiation and litigation of tax controversies with the Internal Revenue Service and other tax authorities |