RECENT ACCOMPLISHMENTS
Represented a large Wall Street client in its sale to a private-equity
fund. Total deal size was $180,000,000 and was structured as a
stock sale with a IRC Sec 338(h)(10) election.
Represented a large real estate client in its settlement and
divestiture through an IRC Sec 355 Tax-Free Reorganization.
Represented an insurance client and its purchase of an
independent insurance agency with a market specific clientele.
Represented a large family business in its implementation of
a succession plan providing funding of current and future estate
taxes through IRC Sec.s 303 and 6166 and the use of Dynasty and Insurance Trusts.
Represented a large Education company who operates in 3 different countries with a successful international tax strategy and representation before the taxing authorities.
Represented an estate of a disabled minor with a structured settlement before the taxing authorities with a successful reduction in estate taxes owed.
Represented several large management companies and helped in selection and implementation of new computer software platforms; training of company personnel.
Represented a large global conglomerate with assistance in financial statement presentation and disclosures.
Assisted several large private companies with year-end financial statement requirements to facilitate the completion of their year-end audits in an efficient and cost-saving manner.
Represented large and small clients in obtaining and securing permanent financing.
Assisted a large non-for-profit school for the deaf in establishing a new foundation with public charity status recognition under IRC Sec 501(c)(3).
Assisted a large not-for-profit medical research center worldwide with public charity status recognition under IRC Sec 501(c)(3). Representation for several foreign educational institutions before the United States Department of Education.
