• Tax Structuring: Manage domestic and cross-border structuring projects within the M&A context. Also specialized in tax-free reorganizations, tax-free spin-offs, and taxable acquisitions.
• Private Equity: Act as lead contact for mid-market private equity firms to provide tax consulting services including technical questions for portfolio companies, fund level structuring, leveraged recapitalization, post-acquisition integration and restructuring
• Restructuring: Consult clients in various types of restructuring engagements such as bankruptcy, internal reorganizations, legal entity rationalizations, debt exchange and forgiveness, and intercompany debt workouts.
• Modeling: Assist private equity clients with the tax aspects of the financial models; Prepare dynamic models and calculations for acquisitions and dispositions.
• Post-Deal Integration: Act as the regional lead for post-deal integration opportunities by connecting various service teams (e.g., tax return preparers, accounting methods, transfer pricing, valuations, international tax, and state and local tax) to the appropriate individuals to maximize value to the client and to provide a smooth transition for post-closing implementation.

• Tax Research and Writing: Research and draft numerous complex tax opinions and memoranda in relation to various tax issues including Canadian butterfly spin-off transactions, debt versus equity analysis, worthless stock deduction, consolidated return regulations, reorganizations, outbound and inbound asset reorganizations, Section 304 transactions, and etc.
• Assist in broad range of M&A tax engagements including tax due diligence, Section 382 studies, E&P studies, and tax structuring.