I’m a Tax Attorney, Business Lawyer, and CPA (Certified Public Accountant), licensed in Minnesota and Wisconsin, who specializes in providing advice, guidance, and representation to individuals and businesses on a range of tax, financial, and legal matters.
Although I provide a range of tax, financial, and legal services, I excel at helping high income and high net worth individuals, including business owners, executives, doctors, lawyers, dentists, and other professionals with their advanced and complex tax, financial, and legal needs.
My expertise includes providing creative, innovative, and forward-thinking solutions to the range of challenges clients encounter, and regularly entails the identification, planning, and implementation of tax strategies, financial plans, and legal solutions that maximize wealth, minimize liability, reduce risk, limit tax obligations, and capitalize on favorable state and federal law.
I’m uniquely skilled at providing litigation support and expert assistance for the many tax and financial issues that arise in the course of civil litigation, family law, and financial mediation such as business disputes, divorce settlements, marital property, real estate sales and acquisitions, and business transfers and dispositions, among others.
Prior to law school, I worked in Big Four accounting firms, boutique wealth management practices and several large corporations, providing a range of tax, accounting and financial consulting work. As a result of my extensive business background, I have a rare ability to appreciate, understand and address the dynamic and complex tax and financial challenges a client faces.
Even more valuable is the combination of my financial and legal backgrounds, which strategically positions me to take on cases and clients poorly suited for other professionals.