People•Marc L. Schultz
Marc L. Schultz
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Marc L. Schultz

Partner
People•Marc L. Schultz

Marc Schultz's practice is concentrated in federal, local and state taxation matters, including complex transactions involving corporations, limited liability companies, limited partnerships, tax exempt entities, and real property. Marc regularly engages in advising clients with respect to mergers and acquisitions, joint ventures, formation of private investment funds, tax credit financing, and energy transactions. Marc currently chairs Snell & Wilmer’s Tax Credit Finance Group and Renewable Energy Group, and founded and co-chairs the firm’s Opportunity Zones and Funds Industry Group.

Marc has represented investors, developers, and syndicators with respect to Low-Income Housing Tax Credit transactions, and has represented numerous parties with respect to transactions involving New Markets Tax Credits, Historic Tax Credits, and Renewable Energy. As part of his renewable energy practice, Marc regularly drafts Power Purchase Agreements. 

Marc is a regular speaker and panelist on the subject of tax credit finance and the Opportunity Zone incentive, and has written numerous articles and has been quoted in numerous publications with respect to these subject areas.

Marc is currently representing investors, fund sponsors, and developers with respect to the Opportunity Zone incentive. Marc was involved in the advising and drafting of a number of comment letters that were submitted to the U.S. Department of the Treasury and the Internal Revenue Service regarding the Opportunity Zone proposed regulations. 

Marc served as an adjunct professor, teaching taxation of business entities in the Graduate Program of Accountancy, at the University of Illinois-Chicago.  Marc also served on the Board of Directors for the Arizona Housing Finance Authority, as an appointment by Arizona Governor Doug Ducey.

  • New York University School of Law (LL.M., Taxation)
  • Chicago-Kent College of Law (J.D., with highest honors)
    • Order of the Coif
    • Dean's List
    • Academic Scholarships 2nd and 3rd years
    • American Jurisprudence Award: Bankruptcy
    • Academic Achievement Award: Legal Drafting
  • Michigan State University (B.A., Business, with honors)

  • East Valley Partnership, Board Member
    • Economic Development Committee, Co-Chair
  • Taskforce Member, Financing Solutions for Homelessness
    • Arizona Department of Housing
  • Arizona Housing Finance Authority, Past Member of the Board of Directors
    • Appointed by the Governor of Arizona
  • American Bar Association
    • Section on Taxation
    • Affordable Housing & Community Development

  • "IRA Technical Tax Issues," Co-Presenter, Novogradac Spring Renewable Energy and Environmental Tax Credits Conference (May 18, 2023)
  • "All Eyes on Werfel as New IRS Commisioner Settles Into Role," Quoted, Thomson Reuters (March 29, 2023)
  • “Inflation Reduction Act,” Speaker, Leadership Teams for Large Oil Company, Salt Lake City (December 2022)
  • “Using Renewable Energy Tax Credits with Opportunity Zones,” Featured Speaker, National Podcast (November 2022)
  • "Renewal Energy Tax Credit Provisions in the Inflation Reduction Act of 2022," Panelist, National Development Council Virtual Academy - Washington Update (October 5, 2022)
  • “2022 Opportunity Zone Expo National Conference,” Panelist, Opportunity Zone Expo, Phoenix, Arizona (October 3, 2022). 
  • "Renewable Energy and the Inflation Reduction Act of 2022," Presenter, Snell & Wilmer Webinar (September 9, 2022)
  • “Opportunity Zones”, Presenter, State of Tennessee Opportunity Zone Conference, Nashville and Memphis, Tennessee (May 10 & 12, 2022) 
  • "Advanced OZ Tax Issues," Speaker, Novogradac Spring Opportunity Zone Conference, Long Beach, California (April 21, 2022) 
  • "Crystallization of the Promoted Interest: A Strategy for Opportunity Zone Sponsors," Author, Opportunity Zone Magazine (February 7, 2022)
  • "gBETA Opportunity Zone Capital Conference," Speaker, Hosted by the Colorado Office of Economic Development and International Trade (January 7, 2022)
  • "Opportunity Zone Investing, Part Two," Panelist, Bisnow National Webinar (December 7, 2021)
  • "America's Top Project 2021," Moderator, AZ Opportunity Zone (December 2, 2021)
  • "Carried-Interest Plan in House Seen Harsher Than First Thought," Quoted, Bloomberg Law (September 20, 2021)
  • "Update on Qualified Opportunity Zone Rules," Presenter, Snell & Wilmer Virtual CLE Series (June 8, 2021)
  • "IRS Regs Let Opportunity Zone Businesses Pivot Due To Virus," Quoted Law360 (May 19, 2021)
  • "Intro Opportunity Zones Finance WebCourse," Speaker, Council of Development Finance Agencies (CDFA) (April 28, 2021)
  • "Novogradac 2021 Spring Opportunity Zones Virtual Conference," Presenter (April 22, 2021)
  • "Opportunity Zone Incentive - Critical Dates in 2021," Co-Author, Snell & Wilmer Legal Alert (March 16, 2021)
  • "The Opportunity Zone Incentive: Poised to Lead in the Upcoming Economic Recovery," Author, Opportunity Zone Magazine (February, 24, 2021)
  • "Opportunity Appalachia Investor Virtual Conference," Speaker, Council of Development Finance Agencies (CDFA) (February 23, 2021)
  • "Opportunity Zones and Native American Transactions," Speaker, State of Colorado Virtual Event (December 28, 2020)
  • "Opportunity Zone Order May Not Attract Private Investment," Quoted, Law360 (September 29, 2020)
  • "Opportunity Zones Raise $75B, White House Report Says," Quoted, Law360 (August 24, 2020)
  • "Notice 2020-39: IRS and Treasury Ease Opportunity Zone Incentive Requirements in Response to the COVID-19 Crisis," Co-Author, Snell & Wilmer Legal Alert (June 24, 2020)
  • "Treasury Provides Relief in Notice 2020-23 for Opportunity Zone Incentive Investors - More Changes May Be Needed for the Opportunity Zone Incentive to Assist in the COVID-19 Crisis Recovery Efforts," Author, Snell & Wilmer Legal Alert (April 17, 2020)
  • "COVID-19 Pandemic May Imperil Opportunity Zone Projects," Quoted, Law360 (April 9, 2020)
  • "Five Changes to the OZ Program That Could Be Beneficial in Response to the COVID-19 Crisis," Author, Opportunity Zones Magazine (March 27, 2020)
  • "Leveraging & Integrating Programs for Opportunity Zones," Panelist, White House Opportunity Revitalization & Entrepreneurship Summit (March 3, 2020)
  • "Arizona Opportunity Zone Forum: Final Regulations Review & Next Steps," Panelist, Arizona Commerce Authority (February 27, 2020)
  • "Final Regulations for the Opportunity Zone," Presenter, State Economic Development Executives Network (SEDE) (February 12, 2020)
  • "Access to Capital Related Opportunity Zones," Panelist, U.S. Small Business Administration's Opportunity & Entrepreneurship Summit , Las Vegas, NV (February 12, 2020)
  • KPMG Conference hosted by the Bay Area Council, Panelist, San Francisco, CA (February 10, 2020)
  • " 'Sin' Businesses Shackled In Final Opportunity Zone Regs," Quoted, Law360 (January 16, 2020)
  • "Opportunity Zone Expert Webinar: Overviews and Updates," Speaker, Hosted by the State of Rhode Island (December 19, 2019)
  • International Council of Shopping Centers (ICSC), Speaker and Panelist, Arizona Biltmore, Phoenix, AZ (December 5, 2019)
  • "Investors Forum: Answering Critical Questions about Opportunity Funds," Panelist, Arizona Commerce Authority (November 19, 2019)
  • "The 2019 REDW Tribal Finance and Leadership Conference," Speaker, Las Vegas, NV (November 13, 2019)
  • Opportunity Zone Association of America's Opportunity Zone Catalyst Event, Panelist, Duquesne University, Pittsburgh, PA (November 1, 2019)
  • "How a Tax Break in Poor Arizona Communities Became a Boon for Wealthy Investors," Quoted, USA Today (October 23, 2019)
  • State of Colorado Opportunity Zone Conference, The State of Colorado's Office of Economic Development & International Trade, Speaker, Denver, CO (October 20, 2019)
  • State of Hawaii Opportunity Zone Program, Panelist and Speaker, Honolulu, HI (October 17, 2019)
  • "National Opportunity Zones Webinar," Speaker, Hosted by the Council for Development Finance Agencies (September 24, 2019)
  • "Opportunity Zone Regs May Trigger Biz Property Sales Crunch," Quoted, Law360 (August 14, 2019)
  • "Table of Experts: Opportunity Zones," Panelist, Phoenix Business Journal, (June 28, 2019)
  • “Investors, Developers See a ‘Flurry’ of Denver Opportunity Zone Activity as Key Deadline Looms,” Quoted, Denver Business Journal (June 24, 2019)
  • "An In-Depth Guide To Latest Opportunity Zone Regs: Part 2," Author, Law360 (June 17, 2019)
  • "An In-Depth Guide To Latest Opportunity Zone Regs: Part 1," Author, Law360 (June 14, 2019)
  • “Preparing an OZ Project for Investment,” Speaker, Hosted by the State of Colorado OEDIT, The Governance Project, and the City of Colorado Springs, Colorado Springs, Colorado (June 13, 2019)
  • "The Second Tranche of Proposed Regulations for Opportunity Zones Webinar," Speaker, hosted by the State of Rhode Island (May 21, 2019)
  • "The Second Tranche of Proposed Regulations for Opportunity Zones Webinar," Speaker, hosted by the State of Arizona Commerce Authority (May 13, 2019)
  • "Opportunity Zone Investments," Speaker, A New Leaf Professional Advisory (May 21, 2019)
  • "4 PE Questions the New Opportunity Zone Regs Don't Answer," Quoted, Law360 (May 13, 2019)
  • "Attorney Gets Into Nitty Gritty Details of Opportunity Zones for Multifamily," Featured, Phoenix Business Journal (May 10, 2019)
  • “Risk and Reward: Assessing Projects and Deploying Capital Wisely,” Panel Moderator, 2019 Opportunity Zone Expo Las Vegas, Mandalay Bay (May 9, 2019)
  • “Identifying the Right Opportunity Zone Investments,” Panelist, SkyBridge Alternatives (SALT) Conference Las Vegas, Bellagio (May 8, 2019)
  • “Deep Dive into OZ Guidance, Part II,” Panelist, Novogradac 2019 Opportunity Zones Spring Conference, Denver, Colorado (April 25, 2019)
  • "Treasury Sheds More Light on Opportunity Zone Rules," Quoted, GlobeStreet (April 18, 2019)
  • “Rhode Island Opportunity Zone Conference,” Speaker, Providence, Rhode Island (February 21, 2019)
  • “Opportunity Zone Investing,” Panelist, 8th Annual REAL Symposium, Stanford Law School (February 7, 2019)
  • "Why PE’s ‘Opportunity Zone’ Plans Remain On Hold,” Quoted, Law360 (February 6, 2019)
  • “Idaho Opportunity Zones: What You Need to Know,” Speaker, Idaho State Bar, Boise, Idaho (January 30, 2019)
  • “Opportunity Zones,” Co-Presenter, Tucson Tax Study Group (January 2019)
  • “Opportunity Zones: Practical Fundamentals and News,” Speaker, CREW Utah, Salt Lake City (January 8, 2019)
  • "Fundamentals of the Opportunity Zone Program Webinar," Speaker, hosted by the State of Rhode Island (December 19, 2018)
  • "Opportunity Zone Conference," Panelist, hosted by the Commonwealth of Massachusetts (December 12, 2018)
  • "Opportunity Zones: An In-Depth Analysis of How to Use This Powerful Incentive," Speaker, Seminar, Snell & Wilmer (December 11, 2018)
  • "State of Delaware Opportunity Zone Summit," Panelist, hosted by the Biden Institute and the State of Delaware (December 5, 2018)
  • "Convening of the State Economic Development Executives (SEDE) Network," Presenter, hosted by the Governor's Office of Economic Development for the State of Utah (December 3, 2018)
  • "State of Nevada's Opportunity Zone Conference," Speaker, sponsored by the State of Nevada and the Federal Reserve Bank of San Francisco (November 27, 2018)
  • "Opportunity Zone Seminar," Speaker, City of Tempe (November 19, 2018)
  • "Aurora, Colorado Opportunity Zone Conference," Speaker, State of Colorado (November 16, 2018)
  • "Sterling, Colorado Opportunity Zone Conference," Speaker, State of Colorado (November 15, 2018)
  • "Opportunity Zone Seminar," Panelist, NAIOP Utah Chapter (November 14, 2018)
  • "Durango, Colorado Opportunity Zone Conference," Speaker, State of Colorado (November 7, 2018)
  • "An In-Depth Guide to the Opportunity Zone Guidance: Part 2," Author, Law360 (November 1, 2018)
  • "An In-Depth Guide to the Opportunity Zone Guidance: Part 1," Author, Law360 (October 31,2018)
  • “Arizona Commerce Authority: Opportunity Fund Guidance Update Webinar,” Speaker, Arizona Commerce Authority (October 30, 2018)
  • "Regulators Release First Guidelines for Opportunity Zones," Quoted, Real Estate Weekly (October 23, 2018)
  • "Taking advantage of opportunity zone investments for tax breaks requires high risk tolerance," Quoted, Investment News (October 22, 2018)
  • “Mnuchin’s $100 Billion Market Gets Boost with Rules on Tax Break,” Quoted, Bloomberg (October 19, 2018)
  • “Understanding the Opportunity Zone Incentive,” Speaker, AAED Fall Forum, Flagstaff (October 18, 2018)
  • "The massive GOP tax bill created a powerful incentive to invest in distressed communities - including one in Boulder," Quoted, The Colorado Sun (October 9, 2018)
  • “Novogradac 2018 Opportunity Zone Conference,” Panelist, New Orleans, Louisiana (October 2, 2018)
  • “Arizona Commerce Authority’s Opportunity Zone & Funds Conference,” Speaker and Panelist, Arizona State University (September 27, 2018)
  • "Opportunity Zones: Seizing the Investment Opportunity in Colorado," Co-Author, ColoradoBiz (September 17, 2018)
  • "Tax incentives for businesses that invest in underserved areas," Quoted, Vegas Inc. (September 6, 2018)
  • "10 Questions For Upcoming Opportunity Zone Guidance," Author, Law360 (September 6, 2018)
  • “Colorado Opportunity Zone Conference,” Speaker, State of Colorado and City of Aurora, Hyatt Regency Aurora Denver Conference Center (August 22, 2018)
  • "How can the O-Zone Benefit My Client?” Co-Presenter, CCIM Southern Nevada Chapter (July 25, 2018)
  • “Getting Ahead of the Ball on Opportunity Zones for Economic Development,” Co-Presenter, City of Henderson (July 12, 2018)
  • "The Opportunity Zone Program: Deployment of capital: parameters and tax benefits- Part 2," Author, In Business Magazine (July 2018)
  • "New tax shelter expected to set off a wave of investment in Colorado," Quoted, The Denver Post (July 6, 2018)
  • "Opportunity Zone Conference," Presenter, hosted by the State Colorado OEDIT and DOLA (June 26, 2018)
  • "Tax Guidance Maintains Sunny Outlook For Solar Developers," Quoted, Law360 (June 25, 2018)
  • "'Opportunity Zones' designated in Logan, providing incentives to investors," Quoted, The Herald Journal (June 20, 2018)
  • "Questions To Answer Before Investing In An Opportunity Fund," Author, Law360 (June 12, 2018)
  • "The Opportunity Zone Program: Taking Advantage of a New and Significant Capital Source - Part 1," Author, In Business Magazine (June 2018)
  • "How to Invest with the New Opportunity Zone Program," Presenter, Snell & Wilmer Emerging Business Seminar Series, June 6, 2018
  • "Tax Credits, Tax Reform and Individual Investors: A Fresh Look?," Co-Authored with James D. Howard, Jr., Journal of Tax Credits (May 2017)
  • "4 Things to Know About Suniva’s Solar Cell Tariff Bid," Quoted, Law 360 (May 17, 2017)
  • "Tribal Members and Transactions in Indian Country: Federal, State, and Tribal Tax Principles and Incentives," Presenter, AAED Economic Development Academy of Arizona (May 17, 2017)
  • "Why Phoenix land owners and developers are eager to get started in 'Opportunity Zones'," Quoted, Phoenix Business Journal (April 20, 2018)
  • "Opportunity Zones Seminar," Co-Presenter, REIAC Southwest Lunch and Learn (April 19, 2018)
  • "Policy Issues," Panelist, Novogradac 2017 Financing Renewable Energy Tax Credits Conference, San Francisco Palace Hotel (May 2017)
  • "New Markets Tax Credits," Presenter, Las Vegas Global Economic Alliance Meeting (March 6, 2017)
  • "New Markets Tax Credits for Non-Profits," Presenter, Sponsored by Chase, Snell & Wilmer, and JA Barrett Company, Las Vegas, Nevada (September 28, 2016)
  • "Tax Credit Financing," Presenter, Arizona Association for Economic Development Fall Forum, Flagstaff, Arizona (September 8, 2016)
  • "The Solar C&I Sector: Making the Case for an Expanded ITC Marketplace," Author, Renewable Energy World (August 17, 2016)
  • "Access to Low-Cost of Capital, New Markets Tax Credits," Panelist, Chase Bank, Phoenix, Arizona (May 2016)
  • Novogradac Renewable Energy Tax Credit Financing Conference, Moderator, San Francisco, California, Grand Hyatt (April 2016)
  • Novogradac New Markets Tax Credit Financing Conference, Panelist, Scottsdale, Arizona, Fairmont (January 2016)
  • 2015 CDFA Arizona Financing Roundtable Conference, Speaker, Phoenix Convention Center (November 2015)
  • Novogradac Renewable Energy Financing Conference, Panelist, Las Vegas, Nevada, Four Season (April 2015)
  • Novogradac New Markets Tax Credit Financing Conference, Panelist, San Diego, California, Hilton (January 2015)
  • "Closely-Held C Corporations and the Solar Industry: Expanding the ITC Investor Base," Author, Novogradac Journal of Tax Credits, Volume V, Issue X (October 2014)
  • "Stakeholders Say Scarce Renewable Energy Tax Equity Spurs Innovative Financing," Quoted, Novogradac Journal of Tax Credits, Volume V, Issue VI (June 2014)
  • Novogradac Financing Renewable Energy Conference, Panelist, San Francisco, California, Four Seasons (April 2014)
  • "Taxation of Mergers and Acquisitions," Speaker, Sterling Education Services, Phoenix, Arizona, Embassy Suites (February 2014)
  • "Tax Credit Financing," Speaker, Tax Law Section, State Bar of Arizona, Phoenix, Arizona, City Scape (January 2014)
  • "New Markets Tax Credits," Presenter, City of Henderson, Henderson Convention Center, Nevada (September 2013)
  • "Making New Markets Tax Credits Work for You," Presenter, Tucson, Arizona, Snell & Wilmer (May 2013)
  • "PTC Impact on Widespread Renewables Uncertain," Quoted, Fierce Energy (February 2013)
  • Novogradac New Markets Tax Credit Conference, Panelist, San Diego, California, The Westin Gaslamp Quarter (January 2013)
  • "S Corporations," Speaker, Entrepreneurial CPAs Network, Phoenix, Arizona, Doubletree Suites (January 2013)
  • 4th PV Power Plants Conference–USA, Solarpraxis AG, Panelist, Phoenix, Arizona, Sheraton Phoenix Downtown Hotel (November 2012)
  • "Using Investment Tax Credits and New Markets Tax Credits," Presenter, Solar Power Project Development Conference, San Diego, California, Andaz Hotel (November 2012)
  • "Financing Residential and Commercial Solar Leasing," Moderator and Presenter, The Equipment Leasing and Finance Association (ELFA) Annual Conference, Palm Springs, California, J.W. Marriot Hotel (October 2012)
  • "Federal and State New Markets Tax Credits: Mastering the Fundamentals of NMTC Incentives Used in Various Financing Structures," Speaker, National Webinar, Strafford Publications (October 2012)
  • "Tax Credit Financing and Renewable Energy," Presenter, Annual Southwest Tax Conference, Nevada Society of CPAs, Bellagio Hotel, Las Vegas, Nevada (December 2011)
  • Solar Power Project Development Conference, Presenter, Andaz Hotel, San Diego, California (November 2011)
  • "New Markets Tax Credits - Driving Arizona's Economic Growth," Moderator, Co-Hosted with Phoenix Community Development and Investment Corporation and Novogradac & Company LLP, Phoenix (May 2011)
  • "Tribal Energy in the Southwest Conference," Presenter, Law Seminars International, Radisson Fort McDowell Resort, Scottsdale (April 2011)
  • "Making New Markets Tax Credits Work For You," Moderator, Co-Hosted with Dudley Ventures, Phoenix (March 2011)
  • "IRS Provides Guidance for Residential PV," Co-Author, Solar Today (March 2011)
  • "Tax Credit Financing for Renewable Energy," Presenter, EUEC Energy and Environmental Conference, Phoenix Convention Center (February 2011)
  • "Creating and Investing in Opportunity Funds," Presenter, Snell & Wilmer, Phoenix (September 2010)
  • "Renewable Energy — Life After the Section 1603 Cash Grant — Not So Fast: Treasury Releases Guidance for Projects Not Placed In Service by the End of 2010," Author, Under Construction Newsletter (August 2010)
  • "Significant Guidance for the Residential Solar Industry," Author, The Re-Source (Summer 2010)
  • "Using Tax Credits to Enhance Cash Flow," Presenter, CBIZ MHM, LLC, Seminar, Phoenix (May 2010)
  • "Driving Recovery: Southwest Credit Markets," Panelist, Co-Hosted with Mutual of Omaha Bank, Phoenix (May 2010)
  • "Distributed Generation Solar Project Structuring and Development in the Southwest," Panelist, Greentech Media’s 2010 Solar Summit, Phoenix Sheraton (April 2010)
  • "Tax Credit Financing in Indian Country," Presenter, Business Development in Indian Country Conference, Sheraton Wild Horse Pass, Phoenix (March 2010)
  • The Governor of Arizona’s Renewable Energy Summit, Panelist, Arizona State University (February 2010)
  • "Tax Credit Financing for Solar," Presenter, CLE Solar Energy Conference, Biltmore Hotel, Phoenix (February 2010)
  • "Federal Financing in the 2010 Market," Panelist, Snell & Wilmer, Phoenix (February 2010)
  • "Tax Credit Financing for Renewable Energy," Presenter, EUEC Energy and Environmental Conference, Phoenix Convention Center (January 2010)
  • "Project Finance: Financing Solar Projects with the 30% Cash Grant," Author, Under Construction Newsletter (November 2009)
  • "Tax Credit Financing: An Alternative to Consider," Author, The Corporate Communicator (November 2009)
  • "Financing Renewable Energy Projects," Presenter, Sheraton Hotel, Denver, Colorado (September 2009)
  • "Fund Formation Basics: Early Considerations for Structuring a Real Estate Fund," Author, The Corporate Communicator (May 2009)
  • "Tax Credit Financing," Presenter, Snell & Wilmer, Phoenix (2009)
  • "Bridging the Equity Gap," Presenter, Sheraton Hotel, Denver, Colorado (June 2009)
  • "New Markets Tax Credits, How the Deal Works," Presenter, Snell & Wilmer, Phoenix (2009)
  • "Distributed Solar Energy: Rooftop and Other Onsite Power Generation," Panelist, Sustainability Seminar Series (November 2008)
  • "The Investment Tax Credit and Solar Energy Transactions," Presenter, Snell & Wilmer, Phoenix (2008)
  • "Like-Kind Exchanges and Tenancy-in-Common Transactions," Featured Speaker, Citigroup, Las Vegas, Nevada (June 2008)
  • "Emergency Economic Stabilization Act of 2008," Presenter, Snell & Wilmer, Phoenix and Orange County (2008)
  • "Low-Income Housing Tax Credits, Something for Everyone," Author, AZRE, Arizona Commercial Real Estate (September-October 2007)
  • "Tax Planning for S Corporations," Presenter, Lorman Seminar, Phoenix (2007-2008)
  • "Tax Planning Around the Disguised Sales Rules," Presenter, Lorman Seminar, J.W. Marriot Hotel & Resort, Phoenix (2007)
  • "Low Income Housing Tax Credits," Presenter, Snell & Wilmer, Phoenix (2007)
  • "Taxation of Internet Transactions," Presenter, Lorman Seminar, Chicago, Illinois (2005)
  • "Mergers and Acquisitions," Guest Lecturer, DePaul University School of Law, Chicago, Illinois (2001-2003)
  • "Final Regulations for Partnership Mergers and Divisions: a Compromise of Form and Substance," Co-Author, Journal of Passthrough Entities (May-June 2001)
  • "Segregating Assets Within a Single Partnership: Delaware Series Partnerships and LLCs," Co-Author, The Tax Magazine (March 2000)
  • "Proposed Regulations for Partnership Mergers and Division, Comments," Co-Author, American Bar Association, Tax Section

  • The Best Lawyers in America®, Tax Law (2021-2024)
  • Top 25 OZ Influencers, Category for Top 25 Attorneys, Opportunity Zone Magazine (2019,2022)
  • Top Lawyers, Renewable Energy Law, AZ Business Magazine (2013)

 

  • Dentons LLP, Attorney, Chicago, IL
  • University of Illinois-Chicago, Graduate Program of Accountancy, Adjunct Professor
  • United States District Court, Northern District of Illinois, Federal Judicial Extern to Hon. Wayne Andersen

  • Arizona
  • Illinois

  • Supreme Court of Arizona
  • Supreme Court of Illinois
  • United States Tax Court