Overview
Jeff is the national leader of the State and Local Tax (SALT) Services group. He has over 25 years of SALT consulting experience, assisting domestic and international clients in all industries with multistate tax issues, including income/franchise, sales/use, real estate transfer and recording, withholding, and other state and local taxes. He puts cash back into his clients’ businesses by identifying their eligibility for and assisting them in claiming various tax credits, including jobs/investment, retraining, and film/entertainment tax credits.
Experience
Jeff’s practice focuses on transactional matters for corporations and pass-through entities, and he has extensive experience structuring business transactions and operations to reduce multistate tax liabilities, performing SALT due diligence and nexus reviews, and advising companies on the SALT implications of mergers, acquisitions, joint ventures, internal restructurings, technology outsourcing arrangements and general business operations. In addition to his transactional practice, Jeff maintains a multistate administrative tax dispute and negotiations practice, including obtaining private letter rulings, preparing and negotiating voluntary disclosure agreements, and assisting clients during audits.
Jeff has authored and contributed to articles appearing in various national tax journals, and is a frequent lecturer on SALT topics, with an emphasis on income taxation, sales/use taxation, multistate tax aspects of mergers/acquisitions and other business transactions, and constitutional issues in multistate taxation. He has addressed national audiences at conferences, seminars, teleconferences, and webinars sponsored by the Council on State Taxation (COST), Tax Executives Institute (TEI), Institute of Professionals in Taxation (IPT), Lorman Education Services, Interstate Tax Corporation, National Business Institute and Strafford. Jeff co-authored the BNA Portfolio on Georgia Corporate Taxes, and from 2010-2012, he was the Editor-in-Chief of The Tax Lawyer: The State and Local Tax Edition, published by the American Bar Association Section of Taxation.
Education & Affiliations
- Education: New York University School of Law, Juris Doctor (1998) & LL.M. in Taxation (1999)
- Undergraduate: Cornell University, Bachelor of Science in Consumer Economics & Housing, Graduated with distinction (1995)
- Professional Memberships:
- Member, Taxation Sections of the American Bar Association State Bar of Georgia
- Member, Atlanta Bar Association
- Member, Georgia Department of Revenue’s Tax Practitioners Advisory Group
State of Practice
- Georgia
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