• Represented multi-billion dollar U.S. pension funds in European refund claim suits in excess of $50 million
• Served as international tax reporting subject matter expert for independent examiner in U.S. Department of Justice Swiss Bank Program
• Represented bank holding company in U.S. Bankruptcy Court regarding tax allocation agreement of $50 million and income tax refunds in excess of $7 million.
• Defended internet service provider in employment tax audits in New York, California and Washington State
• Provided tax advice to investment managers and financial institutions on compliance obligations under the Foreign Account Tax Compliance Act
• Defended virtual currency exchange in examination by Department of Treasury Financial Crime Enforcement Network
• Advised clients on tax consequences relating to expatriation from the United States

 Notable Published Court Decisions

• Blum v. Comm’r, T.C. Memo. 2012-16, 2012 WL 129801 (2012)
• Samueli v. Comm’r, 132 T.C. 37 (2009)
• In re Anton Noll, Inc., 277 B.R. 875 (1st Cir.BAP 2002)
• Nault v. United States, 99 AFTR2d 2007-1027 (D.N.H. 2007)
• Subash v. I.R.S., 514 F.Supp.2d 114 (D.Mass. 2007)
• Johansen v. United States, 2006 WL 4391304 (D. Mass. 2006)
• United States v. City of Cambridge, 98 A.F.T.R.2d (RIA) 5895 (D. Mass. 2006)
• United States v. Verduchi, 95 A.F.T.R.2d (RIA) 2168 (D.R.I. 2005)
• Stuart v. United States, 89 A.F.T.R.2d (RIA) 540 (D. Mass 2002) aff’d, 337 F.3d 31  (1st Cir. 2003) 

• How to Handle an IRS Summons and Other Related Stuff, CalCPA Beverly Hills Hollywood Discussion Group, June 14, 2019, CalCPA Pasadena Discussion Group, July 29, 2019
• Cryptocurrency Mining and Investing Operations: How to Account for Them, Accounting and Finance Show, July 23, 2019
• Taxation of Virtual Currency (An Update), CalCPA San Fernando Valley Discussion Group, July 9, 2019
• U.S. Taxation and Regulation of Cryptocurrency, Pasadena Bar Association, April 19, 2019
• Foreign Disclosure Issues and Bitcoin Reporting, Westside Business Manager Roundtable, March 4, 2019
• CPA-Client Privilege: Confidentiality and Limitations, Lorman Webinar, recorded February 27, 2019
• Foreign Disclosure Issues: Fixing the Past, AICPA National Tax Conference, November 13, 2018
• Understanding CPA Communication Privileges in Tax Practice, AICPA National Tax Conference, November 13, 2018
• Where Do We Stand Today With Taxing and Regulating Cryptocurrency, AICPA National Tax Conference, November 12, 2018
• U.S. Taxation and Regulation of Cryptocurrency, Integra International Webinar, September 27, 2018
• Defending IRS Audits and Collections, Webcredenza Webinar, recorded on August 1, 2018
• International Tax Enforcement and Compliance, Philippine American Society of Certified Public Accountants - Los Angeles, June 16, 2018
• Taxation of Virtual Currency, San Fernando Valley CPA Discussion Group, June 5, 2018
• Non-Traditional Issues Associated with the New Partnership Audit Rules, Don’t Let Your Child Grow Up to be a Partnership Representative, USC Tax Institute, January 2018
• When the Past Isn’t the Past, Correcting Past Wrongdoing, USC Tax Institute, January 2018
• Foreign Asset Reporting and Enforcement in Today’s World, American Institute of Certified Public Accountants, November 7, 2017
• Demystifying Virtual Currency, AICPA National Tax Conference, November 7, 2017
• The IRS and DOJ Continue to Prioritize Employment Tax Enforcement – Are You and Your Clients Prepared? California Tax Bar & California Tax Policy Conference 2017 Annual Meeting, November 2, 2017
• Foreign Account Tax Compliance Act, IRS International Enforcement Presentation, Loyola Law School, October 4, 2017
• New Developments in Taxation, CalCPA Santa Clarita Discussion Group, August 4, 2017
• Taxation of Settlements: The Pitfalls Every Litigator Needs to Know About, Beverly Hills Bar Association, June 7, 2017
• You Settled, Now What About the Taxes?, JAMS Mediation ADR Services, April 19, 2017
• When the Company Is the Target: Ethical and Other Issues, USC Tax Institute, January 24, 2017
• Demystifying Virtual Currency, CalCPA Beverly Hills Hollywood Discussion Group, January 20, 2017
• Disclosure of Foreign Interests and IRS International Enforcement Priorities, Chinese American CPA Association, October 21, 2016 

 Adjunct Professor

• Loyola Law School, LL.M. Program, Income Taxation of Property Transactions, Summer 2013, Fall 2014, Fall 2015, Fall 2016, Fall 2017, Fall 2018, Fall 2019
• Golden Gate University, Masters of Taxation Program, Taxation of Property Transactions, Fall 2009, Fall 2010 and Fall 2011

 Bar Association Leadership Positions

• Los Angeles County Bar Association, Taxation Section
  • Executive Committee, Chair 2014-2015
  • Coordinated the 2012 LACBA/California State Bar Tax Section Delegation from May 6-8, 2012.
• California State Bar, Taxation Section
  • Corporate and Pass-Through Entities Committee, Chair, 2012-2015.