At Ernst & Young I was involved in tax restructuring Health Care systems and transitioned into international banking transactions. I then went on to Deloitte where I was in the national capital markets tax team where the focus was on tax transactional structures for large multinational companies. Thereafter, at Bear Stearns I was one of 3 US tax attorneys to support operations. This included purely from a corporate supportive role to the various lines of business. I managed and supported internal activities: acquisitions of corporate tax credits, tax analysis and support for corporate mergers and acquisitions, monitor and maintain compliance for specific income timing tax status trades for Bear Stearns, and monitor the overall corporate structure (Bear consisted of over 189 separate entities). With respect to the various divisions, I reviewed and monitored the business units structures/transactions for sale to third parties to confirm the activities were neither a listed transaction or prohibited transaction. Although I ventured into developing an elder law practice, I have been heavily involved in reviewing tax returns for small corporations $2mm-$9mm.
