Tom is a board certified tax attorney focusing on business entities and individuals in tax, transactional, and succession matters.
Tom has considerable experience in forming, operating, and terminating limited liability companies, partnerships, and corporations. Additionally, Tom regularly advises clients on mergers and acquisitions and tax-efficient sales of business entities and interests. He has developed a particularly important set of skills relative to business succession strategies.
Tom's representative engagements include:
- Implementing tax planning strategies with a focus on generational business succession
- Preparing pre-death federal estate tax analyses, including Code Section 6166 and liquidity analyses
- Analyzing business valuations with a focus on estate, gift and income tax planning opportunities
- Serving as co-counsel on a $200 million plus complex estate predominantly comprised of business assets and post-death business and tax restructuring of the same
Tom joined the firm in 2005 immediately after receiving his LL.M. in taxation from the University of Florida. He became a partner in 2011.