I represent clients in identifying and utilizing tax credit incentives and other sources of financing in relation to real estate projects. Prior to joining the firm, I worked in the Tax Credits and Incentives Advisory Services practice of Ernst & Young, advising clients on discretionary and statutory tax incentives at the state, local and federal level.
My Approach
Today’s evolving business and community landscapes demand flexible, innovative, and efficient solutions. We no longer perform within set constraints as traditional professionals. I recognize that when completing a deal all parties are generally moving towards the same result – closing – and I seek out the best path to get there. If I can advise my clients in a way that saves them money, stress or effort, I’ve accomplished something worthwhile.
I advise clients in real estate financing and development-related transactions, representing developers, investors and lenders. My focus is on federal and state tax credits for both multi-family housing and historic rehabilitation. Additionally, I enjoy helping clients as they navigate Opportunity Zone structuring to defer capital gains through qualifying reinvestment.
Prior to joining Winthrop & Weinstine, I worked at a large business consulting firm, assisting my clients in implementing federal, state, and local tax credits and incentives to benefit their business growth strategies. There, I learned to view tax as a cost-savings tool rather than purely a liability.
The best projects are where I need to go deep into the weeds to untangle complex tax and organizational issues. From this vantage point, I get to work closely with my clients and better understand their goals. I am thankful that through our work, we can provide a tangible benefit to communities.
When outside the office, I love spending time with family, finding time to be active, getting lost in a movie (usually something so bad it’s good), and cheering for my Xavier Musketeers.
Practice Areas
Tax Credit Financing & Syndication
