A graduate of Palo Alto High School, I went on to receive degrees from the University of Chicago, Duke University and Northwestern University Law School. After spending time on the academic track in graduate school in political science, I pivoted and went to law school where I specialized in tax law. I have over 10 years of transactional tax and business tax experience ranging from representing private equity funds in the tax aspects of their acquisitions and dispositions of portfolio companies, to the tax aspects of bankruptcy, litigation finance, partnerships, and cross-border investments.
I have lived all over the United States in the Bay Area (Palo Alto, San Francisco, Oakland, Davis and now Menlo Park); New York, NY; Arlington, VA; Chicago, IL; and Durham, NC, as well as internationally in London, UK and Moscow, Russia (where I met and married my wife). But as much as I tried to leave it behind, the Bay Area pulled me back in.
Having grown up in the Silicon Valley (my family moved here from Poughkeepsie, NY in the early 1980s when my father left IBM to join a start-up), I’m excited to be back. In my free time, I enjoy hiking, DIY home improvement projects, and family movie night.
I began my tax career with Linklaters, one of the largest international law firms. Over the course of more than four years, I was based in both New York and London, where my practice included capital markets, M&A, debt restructuring and investment funds. I spent two years at a tax boutique in San Francisco, where I represented clients in federal and CA state tax controversy, the tax treatment of legal settlements, as well as the tax aspects of litigation investing. I went on to work at Dechert LLP in New York for over three years, focusing on the tax aspects of private equity M&A, partnership tax, international tax, investment funds and bankruptcy and debt restructuring.
In August 2017, I launched my own tax practice. My office is located in Menlo Park, CA, the heart of Silicon Valley. I specialize in the tax aspects of:
- acquisitions and sales of private companies: LLCs, S-Corporations, and partnerships;
- bankruptcies and debt workouts (including cross-border debt workouts, debt for equity swaps and debt pushdowns);
- cross-border transactions and international tax issues both for U.S. persons investing outside the United States (outbound) and non-U.S. investors investing in the United States (inbound);
- investment, business and losses (bad business debts, theft losses, losses from Ponzi schemes, legal settlement payments);
- earnouts and contingent payments; and
- litigation financing.
Education and Bar Admissions
- Northwestern University Law School, J.D., magna cum laude, 2007
- Duke University, Ph.D. Studies, M.A., 2004
- University of Chicago, History and Philosophy, with honors, 1994
- Admitted to bar: California, New York.
- “The Import Price Advantage under the Border-Adjusted Tax,” Tax Notes, Vol. 155, No. 4, p. 511 (April 24, 2017) (with Rafi Mottahedeh).
- “Investors Who Fund Lawsuits: Form and Tax Treatment,” Tax Notes, Vol. 141, No. 11, p. 1239 (Dec. 16, 2013) (with Robert Wood).
- “Open Transaction Treatment for Earnouts,” M&A Tax Report, Vol. 22, No. 2 (Sept. 2013).
- “PFICs are Here to Stay—and so is FATCA,” Tax Notes, Vol. 139, No. 7, p. 113 (May 13, 2013) (with Robert Wood).
- “Passthrough and Joint Venture Tax Planning,” The M&A Tax Report, Vol. 21, No. 1 (Aug. 2012).
- “Debt Pushdowns in Overlapping Transactions,” The M&A Tax Report, Vol. 20, No. 11 (June 2012).