How I represent clients at Schwabe
I help clients navigate a variety of tax matters: from companies going through a large M&A transaction to individuals looking for a sustainable tax strategy that will help protect their future.
Prior to joining Schwabe, I worked as a tax associate for a global professional services firm and as a law clerk for the University of Oregon. Before law school, I worked as a Private Wealth Compliance Analyst at a financial services firm.
Experience
- Modeled tax structures for private equity clients acquiring or divesting interests in a company.
- Drafted due diligence pitch decks on tax concerns that a potential buyer could face when acquiring a target company or divesting from a company.
- Advised nonprofits on financing, operations, and federal regulations impacting their organizations.
- Participated in the approval process for awarding Low-Income Housing Tax Credits to local developers.
- Wrote memoranda regarding:
- Tax concerns including consolidated returns and changes to depreciation under the U.S. Tax Cuts and Jobs Act of 2017.
- Employment concerns including Americans with Disabilities accommodations and collective bargaining agreements.
Education
- University of Oregon, Juris Doctor degree (2021)
- Northwestern University, Master of Laws in Taxation with honors (2022)
- University of Colorado, Bachelor of Science in Business Administration, Bachelor of Arts in Integrated Physiology (2014)
Admissions
- New York State Courts
- Oregon State Courts
Outside Interests
Skiing in McCall, Idaho on the coldest day of 2022
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