Advised real estate developers on maximizing capital gains treatment and implementing tax-efficient strategies across complex development projects.

Represented multiple New England real estate investment firms in connection with tax planning for the acquisition and phased development of large-scale residential subdivisions.

Advised a private equity fund on structuring and planning related to over $10 million in state income tax credits to support targeted investment activities.

Guided high-net-worth individuals through the creation of captive Qualified Opportunity Funds, including structuring, compliance, and deployment of capital under Opportunity Zone program requirements.

Represented an international investment bank in the tax planning and execution of a divestiture involving complex partnership interests and leveraged assets.

Advised a real estate developer on securing and structuring federal and state tax credits for the mixed-use rehabilitation of a historic commercial property.

Counseled an alternative energy investment firm on tax strategy and credit optimization in connection with the development of a utility-scale solar energy facility.

Represented public utility and telecommunications companies in high-stakes state tax appeals, addressing valuation disputes and apportionment issues.

Advised business owners and family offices on intergenerational wealth transfer strategies, integrating tax-efficient succession plans with long-term business goals.

Developed and executed sophisticated like-kind exchange strategies, including drop and swaps, reverse and improvement exchanges, parking arrangements, and the use of Delaware Statutory Trusts.