I serve as Of Counsel in the Taxation, Trusts & Estates department at Jeffer Mangels Butler & Mitchell LLP, where I focus on devising creative and practical solutions to complex tax issues.
In my practice, I regularly advise both individuals and business entities on a broad array of tax-related matters. These include M&A transactions, financing, internal corporate restructurings, Section 1031 exchanges, and deferred compensation. Additionally, I design and implement strategies for tax-efficient estate planning, wealth transfer, and business succession that cater to the needs of individuals, families, and executives across the wealth spectrum.
Originally from Iowa, I now enjoy the California lifestyle, which includes surfing, playing tennis, and dressing up my dog in elaborate outfits.
I earned my law degree from Loyola Law School and subsequently obtained a Master of Laws (LL.M.) degree in Taxation from New York University.
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- California
- State Bar of California
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- English: Spoken, Written
- Of Counsel
- Jeffer Mangels Butler & Mitchell LLP
- Current
- New York University School of Law
- LL.M. (2007) | Taxation
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- Loyola Law School, Los Angeles
- J.D. (2003)
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- University of Northern Iowa
- B.A. (1999) | Finance
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- The State Bar Of California
- Member
- Current
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