Co-Author, "Insurance Tax Year in Review - Part I: Federal Tax Matters," The Insurance Tax Review (Tax Analysts, 2009-2010).
Co-Author, "Insurance Tax Halftime Report - Part I: Federal Tax Matters," The Insurance Tax Review (Tax Analysts, 2009-2011).
Co-Author, "The 2009 Shift Index - Industry metrics and perspectives: Insurance Industry" (Deloitte, 2009).
Member, Insurance Advisory Council.
Participant in the "WINing New Business" program for high-performing Senior Managers.
Member, National Federal Tax Services' Women's Initiative (WIN) Steering Committee.
Advisor May 2013 to CurrentJUNIOR LEAGUE OF THE ORANGES AND SHORT HILLS － MILLBURN, NJ
Community Vice President and Board Member May 2012 to May 2013
Assistant Community Vice President and Board Mem May 2011 to May 2012DELOITTE TAX, LLP － Parsippany, NJ
Built new and strengthened existing relationships with leaders from non-profit organizations across seven local communities.
Identified and researched volunteer opportunities for 200 volunteer members, and managed leadership team responsible for executing the volunteer opportunities.
Chaired committee responsible for re-establishing Community Grants program: Researched the mission, current operations, financial position, long-term viability, and need for program funding, of local non-profits; Identified and trained volunteers on best practices for grant award process and evaluation; Analyzed over 100 grant applications; and Awarded $41,000 over two years to several local non-profit organizations.
Organized community volunteer fair to promote volunteerism.
Recruited and retained volunteers.
Promoted visibility of Junior League during Centennial anniversary.
Tax Senior Manager August 2008 to February 2012Tax Controversy Services
Tax Manager September 2007 to August 2008
Advised Deloitte personnel and large and mid-sized corporate clients on preparing for and successfully defending federal income tax audits: Researched and wrote memoranda on a variety of complex federal income tax issues, including research credit claims, the domestic production activities deduction, changes in methods of accounting, penalties, and statutes of limitation; Member of three-person team responsible for coordinating firm-wide legal positions and IRS audit defense for Tier 1 - Repairs versus Capitalization Change in Accounting Method examinations; Analyzed deliverables and recommended ways to improve study methodologies and documentation issues in advance of an IRS examination; Responded to Information Documentation Requests and drafted protests; Identified and prepared witnesses for IRS interviews; Assisted Deloitte personnel and clients in understanding and navigating the IRS's examination and appeals procedures; and Negotiated resolutions with IRS Examination and Appeals Division personne.
Senior Attorney September 1998 to September 2007OFFICE OF CHIEF COUNSEL, INTERNAL REVENUE SERVIC － New York, NY
Advised audit teams examining taxpayers with insurance issues in capacity as Associate Industry Counsel for Captive and Offshore Insurance Transactions and Property and Casualty insurance.
Member of Global Settlement Initiative team responsible for analyzing SILO/LILO transactions and section 1033 deductions.
Member of attorney cadre designated to litigate cases before the U.S.
Tax Court against investors in Son of Boss (IRS Notice 2000-44) transactions.
One of two attorneys principally responsible for all tax shelter promoter case inventory: Developed legal positions on complex and novel legal issues such as the computation of the tax shelter ratio set forth in former I.R.C.
6111, the computation of the penalty for failing to register a tax shelter set forth in former I.R.C.
6707, and the determination of whether a tax shelter organizer had the requisite "entrepreneurial risk" required for registration; Participated in Appeals Fast Track resolution involving promoter of contingent liability transac.
LL.M : Taxation, January 2005NEW YORK UNIVERSITY SCHOOL OF LAW － New York, NY
J.D : May 1998VILLANOVA UNIVERSITY SCHOOL OF LAW － Villanova, PA
B.A : Legal Studies, May 1995UNIVERSITY OF CENTRAL FLORIDA － Orlando, FL
New York (1999)
United States Tax Court (1999)