Admitted
1986, Wisconsin; 1987, California; 1990, New York
Law School
University of Wisconsin-Madison, J.D., 1986; New York University School of Law, LL.M. in Taxation, 1989
Law School Graduation Year
1989
College
University of Notre Dame, B.B.A. with high honors, 1981
Memberships
New York State and American (Section of Tax: Co-Chair of Partnership Workouts Subcommittee, 1997—; Member, Committee on Partnerships) Bar Associations; State Bar of Wisconsin (Member, Section of Taxation); State Bar of California.
Biographical
Beta Alpha Psi. Certified Public Accountant. Author: Cancellation of Debt and Basis Reduction: The Final Regulations Under Sections 108 and 1017, 15 Tax Management Real Estate Journal 31 (Feb. 1999). Co-Author: The Complete Guide to Wisconsin Sales and Use Taxes (1994 to 2000 editions). Presentations: Here We Go Again: Workout Primer and Refresher, ABA Section of Taxation Mid-Year Meeting (January, 2002); Creating Basis in Partnership Interests, ABA Section of Taxation Mid-Year Meeting (January, 2001); Exit Strategies and Tax-Aware Monitization of Assets, Wisconsin Institute of Certified Public Accountants, 64th Annual Tax Conference (November, 2000); Ownership Succession Planning: Compensation Plans for Key Employees, UW Law School Continuing Legal Education for Wisconsin, 1999 Estate Planning Seminar (September, 1999); Cancellation of Debt and Basis Reduction: The Final Regulations Under Section 108 and 1017, BNA Tax Management Advisory Board Series (December, 1998); Compensating Key Executives: Using Stock and Stock Options To Achieve Succession Planning Goals, University of Wisconsin Law School Continuing Legal Education For Wisconsin, 32nd Annual CLEW Tax Workshop (October and November, 1998); Wisconsin and Multistate Tax Issues Impacting LLCs, Partnerships and Pass-Through Entities, Wisconsin Institute of Certified Public Accounts, 61st Annual Tax Conference (November, 1997); Tax Issues Affecting The Wisconsin Small Business, University of Wisconsin Law School Continuing Legal Education For Wisconsin, 31st Annual CLEW Tax Workshop (October, 1997); Choice of Entity Considerations: Tax-Advantaged Uses of Family Limited Partnerships, Limited Liability Companies, and Limited Liability Partnerships, University of Wisconsin Law School Continuing Legal Education For Wisconsin, 30th Annual CLEW Tax Workshop (October and November, 1996).