Professional Activities
American Bar Association, past Chair, Section of Taxation Committee on Government Submissions; past Chair, Section of Taxation Committee on Affiliated and Related Corporations
American College of Tax Counsel, member; past Regent for the Third Circuit
International Fiscal Association U.S.A. Branch, member
Philadelphia Bar Association, past Chair, Tax Section
Recognition & Accomplishments
The Best Lawyers in America, tax law, 2015-2021
Who's Who in America
Who's Who in American Law
Pennsylvania Super Lawyer
Publications
"Special Considerations in the Mergers and Acquisitions of Regulated Investment Companies," Corporate Tax Practice Series (chapter 179), Practising Law Institute, February 2017
"Intercompany Transaction Regulations," Corporate Tax Practice Series (chapter 458), Practising Law Institute, February 2017
"IRS Provides Permanent Relief from Multiple Taxation of Some Corporate Restructuring Transactions," Practical U.S./Domestic Tax Strategies, WorldTrade Executive (Thomson Reuters), March 2011
Co-author, "Pennsylvania Announces Business-Friendly Approach to 100 Percent Bonus Depreciation," Practical U.S./Domestic Tax Strategies, WorldTrade Executive (Thomson Reuters), February 2011
"Special Distressed Debt Tax Election Affects Future M&A Tax Planning," Practical U.S./Domestic Tax Strategies, WorldTrade Executive (Thomson Reuters), July 2010
Co-author, "FATCA, HIRE Act Hold Ramifications for Foreign Investment in U.S.," Insights & Commentary, Bureau of National Affairs (BNA), April 2010
"IRS Issues Stopgap Guidance on M&A Continuity of Interest Rules," Practical U.S./Domestic Tax Strategies, WorldTrade Executive (Thomson Reuters), March 2010
Co-author, "Disregarded Entities Are Now Responsible for Their Own Employment Taxes," Practical U.S./Domestic Tax Strategies, WorldTrade Executive (Thomson Reuters), July 2009
"IRS Revises Tax Shelter Reporting Rules Applicable to Some Merger and Acquisition Transactions," Practical U.S./Domestic Tax Strategies, WorldTrade Executive (Thomson Reuters), March 2009
"IRS Proposes Regulations on Discharges of Partnership Debt," Insights & Commentary, Bureau of National Affairs (BNA), January 2009
"Whirlwind of IRS Guidance Attempts to Stabilize Financial Crisis," Insights & Commentary, Bureau of National Affairs (BNA), January 2009; Tax News for Business Lawyers, American Bar Association Section of Business Law, Winter 2008
Speaking Engagements
"Federal Consolidated Return Regulations for Corporate Taxpayers: Mastering Complex Rules and Guidance,” Strafford Publications Teleconference, April 2, 2015
"Consolidated Group Tax Allocations: Navigating Consolidated Return Rules," Strafford Publications Teleconference, November 12, 2014
"Sect. 108 and Cancellation of Debt Income: Navigating IRS Rules," 2011 Advanced Tax Institute Conference (Maryland Association of CPAs and Maryland State Bar Association), November 8, 2011
"IRS Compliance with Section 108: Tax Traps to Avoid," National Constitution Center Audio Conference, July 13, 2011
"Section 108 and Cancellation of Debt Income: Navigating IRS Rules," Strafford Publications Teleconference, April 20, 2011
Moderator, "Narrowing the Tax Gap: Behavioral Options," National Conference on the Tax Gap, Washington, D.C., June 21-22, 2007
Board Memberships
Pennsylvania Society of Sons of the Revolution