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2/1/1998
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5/1/2001
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Janus Mutual Funds
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Executive
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Retirment Department Manager
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¨ Promoted every year based upon exceptional performance.
¨ Awarded Employee of the Month - April 2001 for developing new earnings calculations resulting in a pre-deadline compliance with proposed IRS regulations.
¨ Supervised the direct rollover department, which facilitated the receipt of over $2&nb
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8/1/2004
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8/1/2005
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Univeristy of Denver Tax Payer Clinic
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Attorney
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Student Attorney
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¨ Represented 10 low-income taxpayers in controversies with the IRS.
¨ Conducted in-take interviews of prospective clients, determined merits of the case, and made decisions regarding any cause of action.
¨ Prepared and filed documents such as tax returns, U.S. Tax Court Petitions, Memos to the Appellate court.
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8/1/2005
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3/1/2006
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1031 Exchange Experts
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Attorney
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Auditor/Facilitator
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Responsible for ensuring and maintaining tax deferred status for all strait and reverse 1031 exchanges.
¨ Successfully identified potential legal issues and reconciled over 1500 settlement statements on complex land sale transactions.
¨ Communicate with title companies, closing agents, and lawyers to ensure proper recording of I.R.C §1031 exchange funds.
¨
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3/1/2007
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3/1/2008
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Faber Bantz PC
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Attorney
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Associate Attorney
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Represented clients in corporate development, strategic tax planning and compliance, contract drafting and negotiation, civil litigation, and real estate transactions. Other responsibilities include drafting business formation and purchase agreements, private equity private placement memoranda, and intellectual property and software licensing agreements.. Rapidly became an expert in unfamiliar areas, of law, resulting in quick advancement and additional responsibility. Served as the “go-to” person for all tax issues and for new associates in need of help with legal analysis and/or writing.
Corporate
¨ Drafted partnership and operating agreements for clients transferring existing businesses to family limited partnerships and family LLCs in a manner that falls outside the current trend of scrutiny.
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3/1/2008
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Present
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Falcon Discovery
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Attorney
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Document Review Attorney
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Responsible for reviewing volumunous documents for responsiveness and privilege. Perform production of responsive documents as well as redaction. Draft privilige logs and deposition summaries.
Experienced in the following platforms: Stratify, Clearwell, Velocity.
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