Representative Experience
- Federal and state tax compliance and litigation
- Health care compliance focusing on Federal Stark, Anti-Fraud and Anti-Markup rules
- Entity reorganizations for profit and nonprofit entities
- West Virginia certificate of need
- Estate planning and administration, business succession planning
- Non-profit entity filings including federal 1023 applications, 990 & 990PF tax returns
- Commercial transactions entailing the creation, dissolution and merging of business entities
- Compose commercial transaction documents for entities including employment, buy/sale, mergers and acquisitions
- Real estate transactions and title examinations
Education
- West Liberty State College, B.S., Accounting, 1989
- West Virginia University College of Law, J.D., 1999
Admissions
- West Virginia State Bar
- United States District Courts for the Southern and Northern Districts of West Virginia
- West Virginia Supreme Court of Appeals
Awards & Distinctions
- Listed by Super Lawyers/ West Virginia for Estate Planning & Probate, Corporate/ Business and Tax law
Affiliations
- American Health Lawyers Association
- Ohio County Bar Association, Member
- West Virginia State Bar Association, Member
- American Bar Association, Member
Other
- West Virginia University College of Law, Adjunct lecturer teaching:
- Partnership Taxation, Spring 2002 and 2003
- Fundamentals of Federal Income Taxation, Summer 2004
- Property III, Wills, Intestate Succession, Estate Administration, Trust and Future Interests, 2002 - present
- West Virginia licensed Certified Public Accountant, May 1994, currently inactive
- Authorized and licensed to provide real estate Title Insurance
- Continuing Legal Education Seminar Presentations:
- The Complete Trust Workshop, November 15, 2001
- Limited Liability Companies and Limited Liability Partnerships in West Virginia, July 31, 2002
- Preserving Disabled Individuals' Assets Through Special Needs Trusts, September 10, 2003
- Elder Care in West Virginia, June 16, 2004
- Contemporary Estate Planning Issues, October 14, 2005