I work closely with US, Canadian and international organizations to help them manage US federal and state income tax compliance and exposures.
Throughout my career, my primary focus has been assisting companies with US and cross-border tax issues, including matters related to US tax compliance and planning. Specifically, I guide clients on minimizing their US tax exposures, assisting with acquisition planning and due diligence, building tax-efficient repatriation strategies, advising on cross-border transactions, and managing overall US tax compliance.
I’ve served clients in both the public and private spheres, including those in the manufacturing, distribution, technology, and private equity sectors. Drawing on extensive experience dealing with state income tax laws, I also work with clients to determine their exposures, negotiate voluntary disclosure agreements with the various state bodies, and assist with state income and franchise tax compliance. My in-depth knowledge of US international outbound tax law and the US tax law for controlled foreign corporations (CFCs) also helps me tackle client challenges and opportunities from all angles.
Outside of work, I enjoy traveling and spending time with my family, as well as following sports.
