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Experience

I provide tax advisory services for entities operating in the energy sector. My principal energy clients include private equity-funded and publicly held upstream and midstream oil and gas companies. I specialize in a wide variety of corporate and partnership oil and gas income tax issues throughout the life cycle of companies, from startup through liquidity events, including incentive unit and waterfall applications, design and implementation of taxable and tax-free asset and entity purchases, entity and asset sales and exchanges, and IPO readiness.
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Specializes In

I write creative softball game summaries (only wins, no need to relive losses!) to humor my teammates. I also write poetry for special occasions for friends and family members.

Additional Thoughts

Defusing the tax time bomb for MLP investors
Brian Schultz
Article March 20, 2019 2 min read
Alert: IRS issues proposed regulations on Section 250
Kellie Becker
Article March 15, 2019 5 min read
Opportunity zones: Public comments on initial guidance from Treasury
Valerie Grunduski
Article February 28, 2019 2 min read