Education

•1999, J.D., cum laude, University of Houston Law Center

•1994, B.A., University of Texas at Austin

Bar Admissions

•American Bar Association

•Houston Bar Association

Court Admissions

1. •    Texas
   

2. •    United States Tax Court
   

3. •    Southern District of Texas
   

Honors

•2002- 2007, “Rising Star,” Texas Monthly Magazine

     Significant Transactions

•Obtained Private Letter Ruling from IRS regarding F reorganization of S Corporation

•Facilitated numerous corporate tax-free reorganizations

•Prepared Competent Authority Request for multi-national corporation

•Assisted international corporate clients in establishing, documenting, and defending intercompany transfer pricing strategies and policies

•Resolved multi-million dollar property tax dispute with Montgomery County

•Negotiated and prepared Property Development Agreement for major residential construction project

•Prepared and implemented sale to an intentionally defective grantor trust

•Negotiated and implemented purchase of local private school

•Established and funded numerous family limited partnerships

•Established numerous charitable foundations and assisted in obtaining tax-exempt status from the IRS

•Tax controversy matters include issues ranging from hobby losses, business deductions, valuation of family limited partnerships, trust-fund recovery penalties and valuation of timber

•Established numerous corporate entities and implemented numerous exit-strategies including buy-sell agreements

•Performed domestic and international estate planning for individuals including preparation of wills, trusts, and powers of attorney

Seminars & Presentations

•"Statutory and Non-Qualified Stock Options" CJM Annual Tax Seminar – June 2000

•"S Corporation Stock – Now that I have it, what do I with it?"  CHWWM Tax Forum – August 2003

•"Are Your Client's Workers Employees or Independent Contractors" CHWWM Tax Forum – January 2007

•"The Section 199 Domestic Production Activities Deduction"  CHWWM Tax Forums – January 2006 & September 2007; Petroleum Accountants Society – November 2007

•"Contract Manufacturing and Subpart F" UHLC – May 1999

•“Hurricanes, Sinkholes, Ponzi Schemes – Oh My!” -  Discussion of Casualty and Theft Losses Considering Recent Events - Wednesday Tax Forum – February 2009

Professional and Volunteer Affiliations

•Houston Bar Association

•American Bar Association

1. •   Houston Livestock Show & Rodeo – Swine Auction Committee
   

2. •    Challenge Soccer Club - Coach/Manager