I work with investors, developers, buyers, and financial institutions on tax credit and other tax-incentivized transactions. I focus on cutting through the complexity of the Internal Revenue Code (IRC) to help clients structure deals thoughtfully, manage risk, and stay aligned with their investment goals. Clients rely on me to translate complicated tax rules into clear, practical advice—so they can move forward with confidence in high-stakes situations.
My Approach
My practice is focused on the energy tax credit space, where the complexity is high and the stakes are even higher. I’m particularly drawn to the technical depth of this work and the challenge of navigating sophisticated transactions for investors, transfer buyers, and syndicated funds. Tax credits (and, in particular, energy tax credits) aren’t something you dabble in—they require deep experience and thoughtful analysis—and that’s exactly what I enjoy most.
Beyond my client work, I’m passionate about staying at the forefront of new developments, and I enjoy meaningfully contributing to the conversation. Whether it’s writing about new IRS guidance, speaking at conferences, or helping draft comment letters and requests for guidance, I am actively engaged in this ever-evolving industry. I’m also proud to be a part of Winthrop’s industry-leading tax credit team, where our daily collaboration leads to new insights and creative strategies for our clients.
Outside the office, I spend much of my time with my family—trekking between activities, playing pickleball, and travelling whenever we can.
Practice Areas
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Tax Planning & Transactions