- Provides complex estate planning services for clients with taxable federal estates.
- Counsels clients on business succession planning and wealth transfer issues.
- Represents banks and borrowers in bank and bond financing.
- Represents banks and borrowers in workouts of troubled loans.
- Represents business owners in purchase and sale of businesses.
- Provided tax and management consulting to privately-owned businesses for the international accounting firm of Ernst & Young.
- Certified Public Accountant.