Tax Attorney
Greater Boston Area
Tax Attorney
Greater Boston Area
Corporate and Partnership Taxation, Mergers & Acquisitions, Start-Ups and Emerging Growth Companies, Bankruptcies and Workouts.
(Legal Services industry)
2008 — Present (1 year )
(Educational Institution; 5001-10,000 employees; Higher Education industry)
August 2007 — June 2008 (11 months)
Most recently, I attended the B.U. Graduate Tax LL.M. Program full time, with a concentration in business tax, including Corporate and Partnership Taxation, Pass-Throughs, Mergers & Acquistions, and Emerging Growth Companies. The coursework focused on all the tax aspects encountered by a business venture as it proceeds through the various stages of its life cycle.
(Judiciary industry)
September 2006 — December 2006 (4 months)
• Researched and drafted complex judicial opinions
regarding civil and criminal matters.
• Verified case law and statutes contained in attorneys’
briefs filed in court.
• Observed hearings, trials, pre-trial conferences, lobby
conferences, and sidebars.
• Discussed various litigation tactics and evidentiary
issues with judge.
• Drafted judicial opinions to be sent to Appeals Court.
• Performed various research assignments for judge's
external academic projects.
(Law Practice industry)
June 2006 — September 2006 (4 months)
• Appeared before mediators/conciliators to facilitate
settlement of workers’ compensation claims.
• Attended hearings and trials before administrative law
judges to reach final decisions on unresolved claims.
• Assisted with preparation of witnesses and conducted
new client intakes and consultations.
• Attended hearings and appeals before the Social
Security Administration; drafted briefs and memoranda
for such hearings.
(Law Practice industry)
May 2005 — September 2005 (5 months)
Currently available to this firm for limited engagements on a contract basis.
• Conducted notary/witness only closings for various
real estate financing transactions.
• Researched and wrote legal memoranda for firm’s
Business Law and Bankruptcy Practices.
• Drafted motions and pleadings for pending state and
federal law claims.
• Interviewed clients to obtain and verify case facts.
• Initiated and responded to discovery requests.
(Utilities industry)
June 2000 — August 2004 (4 years 3 months)
• Drafted customized project proposals and long-term
service contracts for public, private, and municipal clients.
• Generated new client accounts while fostering existing
business relationships.
• Managed and trained staff regarding company policy and
procedure.
LL.M. , Taxation , 2007 — 2008
Concentration in business tax, including Corporate and Partnership Taxation, Pass-Throughs, Mergers & Acquistions, and Start-Up and Emerging Growth Companies.
JD , Law , 2004 — 2007
Focus on Commercial and Corporate Law, including Corporations, Business Associations, UCC, Real Estate Financing and Conveyancing.
B.S. , Exercise Science; Minor in Business Management , 1996 — 2000
• Admitted to the Bar of the Commonwealth of Massachusetts
• Eligible to sit for CPA Exam
• Notary Public
• Massachusetts Bar Association; Boston Bar Association; American Bar Association