Admitted
1987, Massachusetts and District of Columbia
Law School
Harvard University, J.D., 1987
Law School Graduation Year
1987
College
Cornell University, B.A., summa cum laude, 1984 Phi Beta Kappa
Memberships
Massachusetts (Member, Taxation Section; Advisory Council, 1992-1996) and American (Member, Taxation Section; Employee Benefits Committee) Bar Associations.
Biographical
Law and Economics Fellowship, Harvard Law School. Author: BNA Tax Management Portfolio, Plan Disqualification and ERISA Litigation, 1994, updated in 1999; Alternatives to Plan Disqualification, Including Discussion of 403(b) Plans, New York University Fifty-Third Institute on Federal Taxation (Matthew Bender), October 1995; Employee Benefits and ERISA Litigation, Labor and Employment Law, Clark, Boardman & Callaghan, 1997; Crime and Punishment-The Theory, Evolution and Future of Alternatives to Plan Disqualification, BNA Tax Management Compensation Planning Journal, Special ERISA 20th Anniversary Issue, December 1994; The Provision of Investment Advice Under Prohibited Transaction Exemption 97-60, BNA Tax Management Compensation Planning Journal, January 1998; Participant Self-Direction of Account Balances: Investment Advice or Investment Education? Villanova Journal of Law and Investment Management, Winter 1999; Friend or Foe? The Pros and Cons of the New Department of Labor Voluntary Fiduciary Correction Program, BNA Tax Management Memorandum, June 2000 and University of Denver College of Law Preventive Law Reporter, Summer 2000. Member: Advisory Board on Compensation Planning for Tax Management, Inc., 1994—; Pension Liaison Committee, IRS Key District Office in Brooklyn, New York, 1992—. Northeast Regional IRS/ABA Liaison, 1997—.