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Areas of Emphasis
- Income Tax Planning
- Estate Tax Planning
- Tax Exempt Organizations
- New Markets Tax Credits
- Historic Rehabilitation Tax Credits
Distinctions
- Certified Public Accountant, 2007
- Gold Medal Award, highest score on CPA exam in Mississippi
Education & Honors
- New York University, LL.M., taxation, 2006
- University of Mississippi, J.D., cum laude, 2005
- Moot Court Board
- Millsaps College, M. Accy., 2002
- Millsaps College, B.B.A., Accounting, 2001
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Associations
- American Bar Association
- Taxation Section
- Real Property, Probate and Trust Section
- Young Lawyers Section
- Mississippi Bar
- Mississippi Society of Certified Public Accountants
- Secretary, Central Chapter
- Tennessee Bar Association
- Capital Area Bar Association
- Financial Planning Association
- Jackson Young Lawyers
- Estate Planning Council of Mississippi
Bar Admissions
- Mississippi, 2006
- Tennessee, 2006
- U.S. District Courts
- Mississippi: Northern and Southern Districts
- U.S. Court of Appeals
- 5th Circuit
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Legal Experience
- Counsel to developer in historic rehabilitation tax credits and new markets tax credits financing for historic building restoration in Jackson, Mississippi.
- Counsel to community development entity in new markets tax credits financing for medical office building project in Pascagoula, Mississippi.
- Counsel to tax credit investor in new markets tax credits financing for Habitat for Humanity project located on Mississippi Gulf Coast.
- Counsel to tax-exempt healthcare organization in Meridian, Mississippi with respect to the conversion of a for profit subsidiary to a tax-exempt organization.
- Counsel to a tax-exempt healthcare organization in Jackson, Mississippi with respect to the conversion of a related for profit entity to a tax-exempt organization.
- Counsel to a tax-exempt organization entering into a joint venture with a for profit entity in the development of a retirement community along with other facilities.
- Counsel to an estate in the U.S. Tax Court to contest the disallowance of a charitable deduction for a post mortem grant of a conservation easement.
- Counsel to clients designing their estate plans and drafting and preparing wealth transfer documents to accomplish their goals.
Papers, Presentations, & Publications
- Author, “Passive Activity Loss Rules: Members in LLC and LLP are not Limited Partners,” Planning Notes, September 2009.
- Author, “Mississippi Tax Commission to be Reorganized,” MSCPA, August 2009.
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