New York, New York, United States
Transactional tax attorney with experience advising on U.S. federal income tax matters across M&A, cross-border restructurings, structured financings, and energy-related credit structures. My background includes roles at Citi, ExxonMobil, and KPMG’s M&A Tax group, where I’ve supported a range of corporate transactions and partnered with business teams to provide practical, commercially focused tax guidance. I enjoy work that sits at the intersection of tax, strategy, and execution, and I value collaborating with legal, finance, and investment teams to help drive transactions forward.
Advise on U.S. federal income tax matters related to structured products, corporate transactions, and cross-border reorganizations. Support deal teams on transaction structuring, IRA-related energy credits (ITC/PTC), and negotiations of tax provisions. Collaborate with internal stakeholders and external advisors to assess tax implications and support execution.
Supported the Markets and Banking businesses by developing proactive, business-oriented tax solutions. Responsibilities included drafting, reviewing, and negotiating agreements with clients, vendors, and industry peers; resolving client matters involving tax-structured products; participating in product approval committees; evaluating and mitigating tax risk; conducting legal research; and drafting internal memoranda on complex tax issues.
Provide strategic advice by identifying tax exposures and structuring the transaction in a tax efficient manner. Serve as a direct resource for federal and state tax audits and state tax litigation. Support domestic and international transactions by analyzing tax provisions, reviewing deal documents, and examining tax issues.
Assist clients identify and realize the tax benefits of their merger, acquisition, joint venture or other strategic transaction.
Counseled Caucus on matters concerning labor, housing, and environment concerns. Negotiated with Governor’s counsel and federal and state agencies in drafting state law. Developed policy and legislation on unemployment compensation, Super Storm Sandy recovery efforts, and mortgage foreclosure rights.
• Analyzed criminal law, appellate procedure and jurisdictional legal issues • Drafted bench memoranda and court orders stating recommended dispositions for appeals in pro se cases • Revised in-house treatise on Anders Briefs and U.S. Federal Sentencing Guidelines