Commitment to Clients and Communities
I receive the greatest satisfaction at the office from getting deals to the finish line so construction can commence and tenants have a place to call home. Tax credit transactions are complex in terms of financing structure and parties involved, but I enjoy the challenge of pulling each tax piece of the puzzle together. Whether it’s structuring the transaction to align with IRS regulations or coordinating with government agents, developers, investors or other attorneys, I strive to get each deal closed efficiently.
Current Focus: I joined Applegate & Thorne-Thomsen in 2018 and am a member of the firm’s Tax team, focusing on representing investors, syndicators, and developers in connection with projects financed with low-income housing tax credits. I have experience in the taxation of partnerships, non-profit organizations, LLCs and corporations, as well as tax issues relating to Federal and state low-income housing, historic rehabilitation and renewable energy tax credits.
Prior to joining the firm, I spent several years managing client relationships as lead equity attorney on transactions, including negotiation of operating agreements, purchase agreements, construction contracts, loan documents, power purchase agreements and procurement contracts. I represented syndicators with respect to upper-tier equity investments, including drafting of subscription documents and private offering memoranda for equity investments in multi-investor funds and project-level investments. Toward the end of the project cycle life, I have been involved with the disposition, restructuring and recapitalization of distressed tax credit properties. I also have experience structuring utility-grade solar transactions utilizing federal tax credits, state tax credits and federal energy grants, as well as experience with employment tax matters, intercompany tax allocation and financial reporting.
- President, Nebraska State Bar Association, Taxation Section
- Member, American Bar Association, Forum on Affordable Housing and Community Development Law & Section on Taxation
- “Do More Diverse Environments Increase the Diversity of Subsequent Interaction? Evidence from Random Dorm Assignment” published in ECONOMICS LETTERS
- “Ironing Out Mixed-Income Projects” published in TAX CREDIT ADVISOR