As a tax attorney at Whiteman Osterman & Hanna LLP, my role is to advise clients on how to reduce tax liability and limit exposure to additional taxes and penalties. I advise our business clients in many complex transactions, such as triangular mergers, spin-offs, and stock-for-stock acquisitions. I also assist our business clients in complicated planning issues, such as analyzing new markets tax credits, drafting opinion letters, and selling businesses and assets. I help clients avoid exposure to civil and criminal tax penalties at all stages from audit to trial. I have represented clients at audit before both the IRS and the NYS Department of Taxation and Finance.
Since 2002
Since 2002
2015 - Current
Whiteman, Osterman & Hanna LLP
2005 - 2015
Underberg & Kessler LLP
2002 - 2005
Thomson West
2000 - 2001
LL.M. (2001) | Tax
1996 - 1999
J.D. (1999)
Honors: Loyola Law Review Loyola Moot Court
1987 - 1991
B.A. (1991) | Classical Studies
Honors: Eta Sigma Phi Honorary Society
Martindale Hubbell
Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
