Jeff, a partner, is a member of the Firm's Taxation and Estate and Weath Planning Groups. Jeff helps clients navigate the complex world of tax law to optimally structure transactions and uncover value-maximizing tax credits. His tax practice encompasses four main areas: tax credits, transactional tax, private client/wealth management, and non-profit organizations.
For tax credits, Jeff focuses on tax and business transactions in connection with the development of real estate with the low-income housing tax credit, the historic rehabilitation tax credit and other federal and state income tax incentives.
His wide-ranging transactional tax practice primarily centers on tax counsel for corporations, partnerships and limited liability companies, with an emphasis on mergers and acquisitions, partnership tax issues, charitable foundations, tax-exempt organizations and state and local tax issues. Jeff also has significant experience representing clients in civil tax controversies before the IRS and state taxing authorities.
Jeff has an equally strong trusts and estate practice, which covers all things related to personal wealth transfer. Specific areas of focus include business succession planning; estate and trust administration; estate, gift and generation-skipping tax planning; fiduciary income tax issues; estate and gift tax dispute resolution; charitable planning; and marital planning. Jeff also represents clients going through IRS audits in connection with family CPAs and financial advisors.
Jeff’s tax practice also includes significant experience in the area of non-profit practice, representing various educational, healthcare, religious, social welfare, supporting organizations, private foundations, trade associations and charitable non-profit organizations.
Prior to joining the firm, Jeff was a tax partner in several major Chicago law firms.
Represented institutional investors, tax credit syndicators and developers in a large number of projects qualifying for the low-income housing tax credit and historic tax credit.
Represented the developer in the historic tax credit financed rehabilitation of the Chicago Motor Club Building and The Old Dearborn Bank Building in Chicago, Illinois.
Represented multiple developers in wind farm projects qualifying for the renewable energy tax credit.
Represented a large number of buyers and sellers in acquisition, disposition and merger transactions.
Represented several closely held manufacturing companies in the implementation of employee stock ownership plans (ESOPs).
Counseled on estate, gift and income tax planning and broad-based wealth and business succession planning for high-net-worth individuals, and owners of closely held businesses and their families.
Counseled clients on asset protection planning and the creation of structures to legitimately protect clients' wealth from the claims of potential future creditors.
Advised wealthy individuals and closely held companies on the creation and management of captive insurance programs.
Helped clients achieve their philanthropic goals through the establishment of private foundations and public charities and the use of charitable remainder and lead trusts.
- Boston University (B.S.)
- Tulane University Law School (J.D.)
- Georgetown University Law Center (LL.M., Taxation)
- District of Columbia
- U.S. District Court, Northern District of Oklahoma
- U.S. Court of Appeals, Tenth Circuit
- U.S. Tax Court
- U.S. Court of Federal Claims
Honors & Awards
- Best Lawyers – 2015-Present, Trusts and Estates
- AV Rated, Martindale-Hubbell
- American Bar Association
- Affordable Housing and Community Development Law Forum
- Sections of Taxation, Real Property, Trusts and Estates Law, and Business Law
- Chicago Bar Association
- Oklahoma Bar Association
- District of Columbia Bar Association
- Louisiana State Bar Association
- Chicago Community Trust, Professional Advisory Committee
- Chicago Estate Planning Council
- Illinois Housing Council
- National Center for Employee Ownership
- Past Board member for religious, educational and charitable organizations
- Frequent lecturer on income tax law developments and changes, estate planning and business succession planning
- Co-Author, "Let the Sun Shine In Using Federal Tax Credits to Finance Solar Energy Facilities"
- Chicago Daily Law Bulletin, March 25, 2015
- Co-Author, "Court Limits Once-Taxable, Always-Taxable Approach to Trust Residency, Income Tax”
- Chicago Daily Law Bulletin, December 29, 2014
- Co-Author, “Putting the ‘success’ in succession planning for family businesses“
- Chicago Daily Law Bulletin, August 4, 2014
- Author, “Succession Planning for Family-Owned Businesses”
- Today's Insurance Professionals, Winter 2013, Volume 70/Issue 4
- Author, Oklahoma Section, State Development Update for the Council On State Taxation (“COST”)
- 42nd Annual Meeting/Fall October 2011 and 43rd Annual Meeting/Fall Audit Session, October 2012
- Co-Author, Oklahoma Section, ABA Sales and Use Tax Handbook
- (2010-2012 Editions)
- Instructor, “Planning for Special Assets, A Series of Presentations for Professional Advisors"
- JP Morgan Private Client Services
- Co-Author, “A Few Reasons to Have a Will"
- Performance Magazine, Volume 14, Issue 1, 2005
- Author, State and Local Tax Important Developments, Oklahoma Section
- ABA, The State and Local Tax Lawyer, Vol. Nos. 1- 7, 1995-2001