I am an international private client tax attorney with nearly 20 years of experience helping entrepreneurs and investors build and preserve wealth iincluding creating legacies, across industries, and in Philanthropy. My goal is to make complex tax planning understandable and relatable through storytelling integrated with law and tax strategies. In addition to a law degree and LL.M. in Tax from Villanova, and an MBA, I studied Journalism at Rutgers with the desire to inform and educate.
Offshore Wallets: Navigating U.S. Cryptocurrency Compliance
Cryptocurrency reporting regulations may be more relaxed in the U.S. but from a global standpoint, it is better to be comprehensive and ready for audits.
Before The Exit: QSBS For Founders
QSBS exclusion allows for founders and investors to exclude up to 100% of the gain on exits and OBBA makes the application broader.
Taxing Pension Plans Of Founders Moving Abroad
Pension plans don't enjoy the same tax deferral and benefits in cross-border transitions, even when there is a treaty as with U.K. or Canada and the U.S.
Missing In AI Action: Tax Risk For Investors In Intellectual Property
As AI innovation continues to grow, policies are shifting to promote development domestically, but investors often miss optimally-timed tax planning
Moving From The US To Italy: The Many Flavors Of Tax
Italy's favorable flat tax and affordable lifestyle entices Americans, but its forced heirship regime, U.S. worldwide tax regime and succession laws present challenges.
Restructuring For Pharma Founders Facing Tariffs
As Tariffs Increase, Small and Mid-Sized Pharmaceutical Industry Founders May Benefit from Restructuring to Protect Intellectual Property
Offshore Trusts Offer Liability Protection But May Create More Tax
Offshore trusts are not bulletproof and may have hidden tax issues
Reporting The Foreign Trust In Your Backyard
Foreign trust reporting obligations can apply to a domestic trust established even within the US and the recent regulations make compliance more difficult.
GENIUS Act Supporting Stablecoins Offer Opportunity During Instability
GENIUS Act passed by the Senate in June 2025 and headed to the House of Representatives provides a rare opportunity to engage in rapid global investments especially during times of instability
U.S. Estate Tax Follows Expatriates Under Section 2801
Expatriation has attracted IRS scrutiny and more reporting and compliance obligations. Estate and gift tax follow expatriates years after they leave.