Practice Areas
Banking Law, Tax Law, Business Law, and Estate Planning
Professional Highlights
Named a
“Pennsylvania Rising Star” as one of the top attorneys in
Pennsylvania under forty years old by Philadelphia Magazine
and Law & Politics Magazine in 2005, 2006 and 2007
Represented
large, and emerging, regional banks in both taxable and
tax-free financing transactions up to $13 million in value
Advised clients
on issues related to mergers and acquisitions including
stock and asset purchase transactions and tax-free
reorganizations
Advised business
clients regarding transfer restrictions, contracts
(including negotiation and drafting), financing, succession
planning, stock bonus plans, and choice of entity
Counseled clients
on corporate, partnership, state and local, individual and
charitable organization tax issues
Tax litigation,
including offers of compromise, with the Internal Revenue
Service and Pennsylvania Department of Revenue
Gift and estate
tax planning for individuals and businesses worth up to $50
million
Business entity
and succession planning for organizations worth up to $30
million
Member: American
Bar Association, Pennsylvania Bar Association, Montgomery
County Bar Association, Montgomery County Estate Planning
Council and North Penn Chamber of Commerce
Author: “The
Cause & True Effects of Code Sec. 355(e),” TAXES-The Tax
Magazine®, and “Winning Medicine: Professional Sports Team
Doctors’ Conflicts of Interest,” The Journal of Contemporary
Health Law and Policy
Education
New York
University School of Law, LL.M. in Taxation, May 1999
The Catholic
University of America, Columbus School of Law, J.D., May
1998, Magna Cum Laude
Cornell
University, B.A., December 1993
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