Georgetown University Law Center,
LL.M., Taxation, 1989
Tulane University Law School,
District of Columbia
Oklahoma USDC, Northern District
US Ct Appeals, 10th Circuit (Covers CO, KS, NM, OK, UT, WY)
US Tax Ct
US Ct of Federal Claims
American Bar Association
Affordable Housing and Community Development Law Forum
Section on Business Law (Captive Insurance Committee; Taxation Committee)
Section on Real Property, Trust and Estate Law
Section on Taxation
Illinois Housing Council
Chicago Estate Planning Council
The Bar Association for the District of Columbia
Oklahoma Bar Association
Tulsa County Bar Association
Louisiana State Bar Association
Thompson Coburn LLP
Nixon Peabody, LLP, Chicago, IL
Major Oklahoma-Based Law Firms
United States Tax Court - Washington, D.C.
Judicial Law Clerk to Judge D. Irvin Couvillion (1987-1989)
Jeff helps clients navigate the mazy world of tax law to optimally structure transactions and uncover value-maximizing tax credits. Jeff's hybrid tax practice encompasses three main areas: tax credits, transactional tax, and private client/wealth management.
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, the renewable energy tax credit and other federal and state income tax incentives.
His 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.
* Licensed in the District of Columbia, Louisiana, and Oklahoma; Illinois pending.
Represented institutional investors in a large number of projects qualifying for the low-income housing tax credit and historic rehabilitation tax credit.
Represented developers in projects qualifying for the historic rehabilitation tax credit, including the redevelopment of the Chicago Motor Club Building.
Represented multiple developers in wind farm projects qualifying for the renewable energy tax credit.
Represented multiple investors in a number of projects qualifying for state production tax credits in connection with energy production.
Represented closely held manufacturing company in the implementation of an employee stock ownership plan (ESOP).
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.