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Work experience


Senior Vice President

HSBC Securities, Inc.

Design and implementation of tax structured finance and investment transactions as a principal for the bank and monetizing deferred tax assets such as NOLs, low income housing credits, tax-exempt income and foreign tax credits to generate earnings for the bank.

I went to work for my best client at his request.

Feb 2004Sep 2006

Tax Partner

Advised banks and investment banks on cross border tax structured finance and investment opportunities.  Also worked with a Hong Kong automotive company regarding the tax aspects of its business entry into the United States.


Tax Partner

Tax planning and consulting for banks, investment banks and funds regarding cross border structured finance and investment transactions.


International Tax Partner

National Partner in Charge of International Tax Solutions and International Tax Consulting for Multinational Corporations


International Tax Director

Coopers & Lybrand

International tax consulting for multinational corporations.


Tax Partner

Evans & Luptak, PLC

Domestic and International tax planning and consulting for corporations and partnerships.


Tax Associate

Davis & Harman

Domestic and International tax planning and consulting primarily for insurance companies,


Tax Associate

Lee Toomey & Kent

Domestic and International tax planning of mergers, acquisitions, reorganization and spin offs and international tax planning and consulting for Fortune 500 companies and other multinational corporations,


Tax Associate

Summer associate and first year associate involved in tax planning, research and consulting for corporations and partnerships.


Sep 1985May 1987

Juris Doctor

University of Michigan Law School

Earned a Juris Doctor degree in law.  Graduated Magna Cum Laude and in the Top 5 percent of the Class of 1987.  Awarded the Am Jur Book Award for the top of my class in Corporate Taxation.  Admitted to the University of Michigan Law Order of Coif Society.



Graduated with Highest Distinciton and admitted to the Phi Beta Kappa Society.


Univeristy of Toronto

Took liberal arts classes in history and economics