EducationJ.D., University of Pennsylvania Law School
B.S. University of Pennsylvania - Wharton
I have worked with:
Large and small private companies to develop tax efficient operating structures.
Large and small private companies to restructure for tax efficient exits including ESOP’s.
Large and small private companies to permit estate tax efficient transfers of equity to lower generations without gift tax.
MY GREATEST STRENGTHS ARE:
An ability to discern a client’s goals.
Structuring one off out of the box solutions to complex problems.
I WANT YOU TO KNOW:
That I truly love what I do and refuse to settle for less than fully achieving a client’s goals.
WHAT MAKES ME UNIQUELY ME IS:
My love of fast cars and low golf scores.
MY PROFESSIONAL & COMMUNITY ACTIVITIES ARE:
Board of Directors - Rockrimmon Country Club
Presidents Circle - Stamford Hospital
Industries of Focus
All things estate and income tax.