• Advised ultra high-net-worth individuals regarding reduction of IRS penalties relating to undisclosed offshore trusts and other assets.
• Advised numerous US and foreign trustees on the formation, operation, decanting and termination of trusts under US tax law.
• Advised on federal gift and estate tax issues of high net worth individuals.
• Assisted a multinational electrical distribution and services company in defending its transfer pricing practices before the Canadian Competent Authority regarding the pricing of intercompany loans.
• Advised a global financial services company in its negotiation of a BAPA and a multi-year MAP resolution with the Indian Competent Authority regarding its financial derivatives business.

수상

• Rising Star, The Legal 500 United States: US Taxes - Contentious (Legalease, 2019-2020)

저서 및 외부활동

• IRS Weapons Against Aggressive Tax Planning (공저, Trusts and Trustees, 2019)
• The Ethical Limits of Tax Planning (공저, Trusts and Trustees, 2016)
• Surprise! Your Foreign Tax Credit Is Not Allowed Under Section 901(I) (공저, Tax Notes International, 2014)