Practice Areas

My areas of practice reflect my background in technology and training in taxation. I am published in areas including retirement planning and tax policy but chiefly at the intersection of tax and technology.

If you’re just looking for something I’ve written about, most of my short form articles can be found here and my publications can be found mostly on SSRN. If you just want to get in touch, I am present on social media or you can contact me here.

ESTATE PLANNING

From advanced health care directives, assisted living directives, powers of attorney, and wills and trusts to business succession planning and insurance/trust issues, I’m here to help. Get in contact.

GENERAL TAXATION

In issues of sales suppression and state sales tax assessments I work with two of the foremost authorities in the space. I am here to assist with any and all issues of federal and state tax, tax controversy, tax planning, etc. If you have a question, I have an answer — and if I don’t, I’ll help you find someone that does.

TECHNOLOGY TRANSACTIONs

From data privacy and terms of service or terms of use to software as a service agreements and service level agreements, I leverage my experience in IT to help clients achieve the results they desire.