Relevant Experience: Tax Attorney and General Counsel with broad experience in all facets of business planning, contracts negotiation/drafting and related litigation. Domestic and international taxation and insurance. Estate and trust planning and administration. Mergers and acquisitions/financial and structural due diligence. Real estate title and transactions. Human resource/General Counsel for 450-employee healthcare group. General Counsel for professional sports team. Consultant for structure of transactions involving family, estate, asset protection, real estate, and all areas of taxation. Closely-held business valuations and expert witness testimony, court-qualified in a broad range of financial issues. Historic building transactions. U.S. Senate Blind Trust accounting rules. Pension plan formation, administration, and dissolution. IRC §6166 accounting regulations. Bankruptcy consultation. Valuation of public companies as consultatnt to hedge funds, including various forensic litigation-related financial scenarios affecting price/value. Witness for the United States Secret Service and United States Department of Justice (S.D.N.Y.). First chair litigation attorney in complex financial cases. Numerous jury trials. Successful Federal 3rd Circuit case reversal against Top-10 national bank (2019). Aircraft transactions and taxation. Lead counsel for successful settlement of major data breach (2.7 million consumers, 2018-19). Counsel to family office for charitable gifts, contract management, insurance, and museum quality art Fortune 10 transaction. Gold star family pro bono volunteer. Avid cyclist.
Course instructor - Pennsylvania Continuing Legal Education: Business Valuation and the Law, Legal Malpractice, Income taxation, Legal Entity Formation Planning, Accounting for Lawyers, Overview of Securities Laws, and Asset Protection.