I advise health systems, trade associations, major cultural institutions, nonprofit insurance providers, and pension trusts on maximizing tax benefits and minimizing tax risk. My concentration on exempt organization taxation provides me the opportunity to counsel tax-exempt entities in the not-for-profit and healthcare industries. I also work with pension trusts and voluntary employee benefit associations in our employee benefits practice as well as HMOs and other prepaid insurance plans in the insurance industry.
I was attracted to this career because I enjoy problem-solving, working with numbers, and not having anyone refer to me as an attorney. It’s satisfying that I’ve been involved in several IRS audits that ended in very favorable outcomes for our clients. My clients love this. They also love that I provide them with specialized knowledge — culled from years of experience in this profession.
I always enjoy speaking to boards and finance committees of our clients and feel a sense of accomplishment during and after every presentation. Recently, I spoke to the Illinois CPA Society, the American Health Lawyers Association, and the Association Forum of Greater Chicago on topics ranging from political organizations and entity-form conversions to Form 990.
I belong to the AICPA, the Illinois CPA Society, the American Bar Association (tax section), the Chicago Bar Association (former chair of two committees), the American Health Lawyers Association, and the Association Forum of Greater Chicagoland. I’m currently a member of the Head of School Support and Evaluation Committee of Akiba Schechter Jewish Day School.
I earned my B.A. in history at the University of Wisconsin–Madison, my J.D. from the University of Miami, and my LL.M. in tax from Georgetown University.