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Experience

I assist my clients with innovative tax-planning and transaction work, including entity structuring, partnership roll-ups, mergers and acquisitions, special allocations, 1031 exchanges, and distressed debt restructuring. Many of my clients are REITs, real estate developers, income property owners, private equity funds, and natural food and beverage companies. My work centers on flow-through entities with a focus on partnerships with complex equity structures.
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Specializes In

The week I got my driver’s license, I crashed my parents’ van into a wall at Taco Bell. That’s why my wife drives the family minivan everywhere we go.

Additional Thoughts

Turning passion into profit
Ted Morgan
Article January 21, 2019 1 min read
Why investment firms are so susceptible to cyberattacks - And 3 ways to prevent them
Karla Whittenburg
Article January 17, 2019 2 min read
Weathering trade troubles: Lessons from 'The Art of War'
Lou Longo
Article January 16, 2019 2 min read
Section 163(j) interest limitation: Beyond the basics
Kurt Piwko
Webinar January 15, 2019 94 minute watch