ADJUNCT FACULTY

MATTHEW S. BELCHER

Matthew Belcher is a Principal in KPMG LLP’s New York Mergers and Acquisitions and Private Equity tax practices. Matthew specializes in partnership taxation, with an emphasis in the use of partnerships in mergers and acquisitions, and corporate financing and restructurings. Prior to joining KPMG LLP, Matthew was a member of Deloitte Tax LLP’s Washington National Tax office. He received his B.A. with honors from Albion College, his J.D. with honors from the Thomas M. Cooley Law School, and his LL.M. in Taxation from Georgetown University Law Center. Matthew has authored and co-authored articles that have appeared in a number of publications, including the Practicing Law Institute, the USC Law School Annual Institute on Federal Taxation, BNA Tax Management, the Journal of Pass-through Entities, and the ABA Tax Quarterly.

Matthew is admitted to practice in Michigan and is a member of the Michigan State Bar Association and the American Bar Association, and their respective Tax Sections.

Education

  • B.A. Albion College
  • J.D. Thomas M. Cooley Law School
  • LL.M. in Taxation Georgetown University Law Center

JAMES G. BLASE

James G. Blase is a Principal at Blase & Associates LLC, a law firm in St. Louis, Missouri. The firm focuses on tax, estate and business succession planning, including preparation of wills and trusts, healthcare directives, and asset protection planning.

Prior to joining Blase & Associates in 1999, Jim was Partner and chair of the Trusts and Estates department at the Armstrong Teasdale LLP law firm, St. Louis, Missouri; and prior to that, he was an Associate and partner in the Estate Planning and Administration department at the Thompson Coburn law firm in St. Louis, Missouri.

Jim received his B.S.B.A. cum laude from John Carroll University, his J.D. cum laude from Notre Dame Law School, and his LL.M. in Taxation from New York University Graduate School of Law. Jim has authored and co-authored articles that have appeared in numerous publications, including Advisor Today, Trusts & Estates, Wealth Counsel Quarterly, and the Journal of Estate and Tax Planning. He is also the author of the 2017 book Optimum Estate Planning.

Jim is admitted to practice in Missouri and Illinois and is a Certified Public Accountant in Missouri. He has earned a Martindale-Hubbell AV Preeminent Attorney Rating, and was the 2014 recipient of Trusts & Estates magazine's Wealth Advisor With Heart Award.

Education

  • B.S.B.A John Carroll University
  • J.D. Notre Dame Law School
  • LL.M. in Taxation New York University Graduate School of Law

SEAN BLOODWELL

Sean Bloodwell is a Partner in KPMG’s Federal Tax practice in Philadelphia. He has more than 15 years of experience serving corporate clients with their tax needs, including general tax consulting, tax compliance, tax controversy services and income tax accounting issues. Sean has held various leadership roles at KPMG, including national co-leader of the Compliance Management Services (CMS) practice as well as leader of the US compliance Center of Excellence. He also serves as the US lead for the Global Compliance Management Services team (GCMS).

Sean has also been charged with leading a team of KPMG tax partners and managers in developing and implementing a standardized process within the firm for preparing income tax provision calculations for clients, including the development of a firm software platform to improve quality and efficiency. Sean serves many large, multinational corporations in a provision review capacity, supporting KPMG’s audit team.

Education

  • B.S. Villanova University  

RYAN M. BORNSTEIN

Sean Bloodwell is a Partner in KPMG’s Federal Tax practice in Philadelphia. He has more than 15 years of experience serving corporate clients with their tax needs, including general tax consulting, tax compliance, tax controversy services and income tax accounting issues. Sean has held various leadership roles at KPMG, including national co-leader of the Compliance Management Services (CMS) practice as well as leader of the US compliance Center of Excellence. He also serves as the US lead for the Global Compliance Management Services team (GCMS).

Sean has also been charged with leading a team of KPMG tax partners and managers in developing and implementing a standardized process within the firm for preparing income tax provision calculations for clients, including the development of a firm software platform to improve quality and efficiency. Sean serves many large, multinational corporations in a provision review capacity, supporting KPMG’s audit team.  

Education

  • B.S. Villanova University 

DAVID A. BREEN

Mr. Breen is a Senior Counsel with the IRS Office of Chief Counsel in Philadelphia where he litigates cases in the United States Tax Court. Mr. Breen began his career with the Internal Revenue Service’s Examination Division in 1974.

Before joining the Office of Chief Counsel in 1987, he was an Internal Revenue Agent and Field Examination Group Manager. Currently he works offshore compliance issues, including IRS’s voluntary disclosure initiatives.

Mr. Breen frequently speaks before professional organizations on the topic of offshore tax evasion. In addition to being the 2010 IRS Attorney of the Year, he has also been a recipient of IRS Counsel’s National Litigation Award and the IRS Commissioner’s Award.

Education

  • B.S. 1976 LaSalle University
  • M.B.A. 1980 LaSalle University
  • J.D. 1984 Widener University School of Law

RONALD S. COLLINS, JR.

Ron is a Special Trial Attorney in the Large Business & International Division of the Internal Revenue Service, Office of Chief Counsel. His cases include the most significant and complex cases in the United States Tax Court. Ron's major trials include cases involving whether planned community developers may defer income under a long-term method of accounting under IRC section 460; an entity structure using Nevada corporations owned by traditional IRAs and Roth IRAs and controlled by one person lack economic substance for tax purposes; and transfers of cash and notes among and between closely-held S-Corporations, LLCs, trusts, and individual shareholders constitute loans, loan repayments, distributions, contributions, returns of tax basis, or income. Ron has also tried Tax Court cases involving civil penalties, such as fraud under IRC section 6663, and individual tax issues. Ron won National awards from the IRS Commissioner and the IRS Chief Counsel for his handling of tax shelter cases.

Education

  • B.A. 1989 University of Delaware
  • J.D. 1992 Rutgers Law School-Camden
  • L.L.M. 2007 Villanova Law School

BRIAN CONDON

Brian Condon is a Principal in the Mergers & Acquisitions Tax practice in KPMG’s Tysons Corner, VA office since 2004. He consults on corporate tax transactions, including mergers, acquisitions, divestitures, corporate restructurings, spin offs, recapitalizations and redemptions. From 2000 to 2004, Brian was a member of the Corporate Tax group in the firm’s Washington National Tax (WNT) practice, where he worked on large corporate transactions for key clients. Prior to his role in WNT, Brian was a tax manager in KPMG’s New York, NY office. Before joining KPMG, Brian served as an attorney in the Office of the Chief Counsel for the Internal Revenue Service (IRS). Brian has authored or co-authored tax articles in Tax Advisor and the American University International Law Journal and Virginia Business.

Brian is an adjunct professor of corporate tax law at the Villanova University Charles Widger School of Law, and has also served as a faculty member for the Pennsylvania Bar Institute. He is currently involved in the College of Tax Counsel, an organization of tax lawyers selected for their excellence in tax practice and furtherance of legal education. He is also admitted to the Bar Association Section of Taxation.

Education

  • B.A. Georgetown University
  • J.D. American University Washington School of Law
  • LL.M. in Taxation New York University School of Law

MARK COX

Mark Cox is a Managing Director and co-leader of the State & Local Tax (SALT) practice at Global Tax Management, Inc. He specializes in supporting the day-to-day indirect tax operations for large corporate clients, specifically in the areas of automation, audit representation, and compliance. Mark’s primary responsibilities relate to technical research, streamlining/automating manual processes, and abatement of audit liabilities.

Prior to joining GTM in 2011, he was Regional Director of a sales tax consulting firm, and an Assistant Director with Ernst & Young, serving the Mid-Atlantic Area SALT practice. Mark later founded Tax Management Associates, a sales tax consulting firm. Mark is also a member of the Association for Computers and Taxation (ACT) and the Institute for Professionals in Taxation (IPT).

Education

  • B.S. Merrimack College

THOMAS J. DONNELLY

Thomas J. Donnelly serves as Vice President of State & Local Tax for Comcast Corporation. In this role, he is responsible for state tax planning, policy, compliance, credits, incentives, financial reporting, audits, litigation, legislation and the state and local tax aspects of mergers and acquisitions. Tom has lead Comcast’s State and Local Tax practice since joining the Company in 1994.

Prior to joining Comcast, Tom practiced tax and commercial law with the Philadelphia office of Pepper, Hamilton & Scheetz and previously worked in the Philadelphia office of Coopers & Lybrand. Tom holds a CPA & B.S. in accounting from Villanova University. Additionally, he received M.T. and J.D. degrees from the Villanova University School of Law and is a member of the Order of the Coif, a national legal honor society for law school graduates.

Tom has lectured on various tax topics at numerous seminars, and as a guest lecturer at Villanova University’s Graduate Tax Program. He resides in Havertown, PA with his wife and their family.

Education

  • B.S. Villanova University
  • M.T. Villanova University
  • J.D. Villanova University

JAMES C. FEE, JR.

James C. Fee, Jr. is the Senior Level Counsel for the Global High Wealth Industry in the Large Business and International Division (LB&I) of the IRS. He is the legal and technical advisor to the Industry Director and her staff of managers and revenue agents who focus compliance efforts on high wealth individuals and their controlled enterprises. Jim is also responsible for providing legal support to LB&I’s national Financial Products program. Previously, he was the Deputy Area Counsel for the Heavy Manufacturing and Transportation Industry serving as the primary assistant to the Area Counsel. He has had program oversight for two national tax shelter projects which involved providing strategic advice on global settlement initiatives, case development, and litigation.

Jim served a ten month detail as the Acting Deputy Division Counsel (Operations) of LMSB in Washington, D.C., a three month detail as a Special Counsel on the Acting Chief Counsel’s staff, and a one month acting detail as Area Counsel for the Natural Resources and Construction Industry. After graduating from LaSalle University, Jim worked for a regional CPA firm in Philadelphia. He joined the Internal Revenue Service as a revenue agent and later became an appeals officer while earning his law degree in the evening. He received his degrees of Juris Doctor and Masters of Laws in Taxation (LL.M.) from the Temple University School of Law.

During a break in service from the Office of Chief Counsel, Jim was associated with a law firm in New Jersey where he concentrated in the areas of tax planning, estate planning, IRS dispute resolution, and tax litigation. He is an adjunct faculty member in the Villanova University Law School's Graduate Tax Program and the Villanova University School of Business. Jim is a member of the bars of New Jersey and Pennsylvania. He is also a Certified Public Accountant (Pennsylvania license presently inactive).

Education

  • B.S. 1978 LaSalle University
  • J.D. 1986 Temple University School of Law
  • LL.M. 1990 Temple University School of Law

NEIL FEINSTEIN

Mr. Feinstein is a director at Deloitte Tax LLP where he has practiced since 1996. Prior to joining Deloitte, Mr. Feinstein was a tax partner in the law firm of Duane, Morris & Heckscher and in the law firm of Zapruder & Odell. Mr. Feinstein has over 25 years of experience in advising multinational companies and large privately held companies on domestic and international mergers and acquisitions and other business transactions, structuring of international operations, financial products, and foreign currency transactions, as well as other tax matters. His clients include companies in the manufacturing, pharmaceuticals, specialty chemicals, and financial services industries, among other industries.

Mr. Feinstein serves as international tax leader for a leading multinational securities exchange and several multinational manufacturing concerns. He has been a frequent lecturer in the United States and Europe on a variety of tax topics, such as mergers and acquisitions, international reorganizations, structuring of international joint ventures, foreign tax credit planning, taxation of financial products, and foreign currency transactions, as well as other topics.

Mr. Feinstein serves on the board of directors of the Philadelphia Tax Conference and serves as co-chair of the conference. Mr. Feinstein is currently serving as chair of the Foreign Currency Task Force of the International Tax Technical Resource Panel of the American Institute of Certified Public Accountants and is the principal author of the task force’s two sets of comments on proposed section 987 regulations.

Education

  • B.S. 1975 Temple University
  • J.D., cum laude,1982 Brooklyn Law School
  • LL.M. (Taxation) 1984 New York University

JON G. FINKELSTEIN

Jon G. Finkelstein is a Principal in the Passthroughs group of KPMG’s Washington National Tax practice. Jon’s practice is primarily focused on providing tax planning advice to partnerships, limited liability companies and other passthrough entitities. Jon has particular expertise in structuring complex joint ventures, restructurings, acquisitions, and dispositions involving operating businesses and real estate assets.

Jon is a former Chair of the Real Estate Committee of the American Bar Association (Tax Section) and is the current Vice Chair of the Passthroughs and Real Estate Committee of the District of Columbia Bar Association (Tax Section). He is also a member of the Real Estate Roundtable’s Tax Policy Advisory Committee. He frequently publishes articles in leading tax publications and speaks at professional conferences across the country.

Prior to joining KPMG, Jon was a partner at McDermott Will & Emery LLP, an international law firm.

Education

  • B.A. Columbia University
  • J.D. University of Minnesota Law School

NOEL FLEMING

Noel is a founding partner of Fleming Petenko Law where he focuses his practice on serving the legal needs of nonprofit organizations primarily in the areas of corporate law and governance, charitable trusts, federal, state and local tax matters, fiduciary duties, charitable fundraising, and related matters. He regularly acts as outside general counsel to a variety of nonprofit organizations including publicly supported charities, private foundations, mental health organizations, social service providers, museums, educational institutions, and health care facilities.

Noel is active in the Pennsylvania nonprofit community and is a former Chair of the Pennsylvania Bar Association's Charitable Organizations Committee. He is also a course planner and presenter for the Pennsylvania Bar Institute's Annual Nonprofit Institute. He writes and speaks frequently on legal matters related to the operation of nonprofit organizations and has been recognized by his peers as a Super Lawyer in the field of nonprofit law.

Education

  • Temple University Fox School of Business and Management, B.B.A., summa cum laude
  • Temple University Fox School of Business and Management, M.B.A.
  • Temple University Beasley School of Law, J.D., cum laude
  • Temple University Beasley School of Law, LL.M., Taxation

TODD FORNEY

Todd Forney is a Retired Partner from PricewaterhouseCoopers LLP, where he served in many local, regional and national roles for the Firm. He has over 30 years of experience in all aspects of multistate tax planning and consulting. Todd has worked with many businesses to evaluate their tax filing obligations, develop and implement legal entity structures, and provide state audit representation.

Prior to joining PwC, Todd was with the Pennsylvania Department of Revenue, Office of Chief Counsel, where he focused on various tax litigation and policy matters. Todd obtained a JD degree from The Dickinson School of Law and a BS degree from Syracuse University. He is a member of the Pennsylvania Bar Association, American Bar Association, Pennsylvania Institute of Certified Public Accountants and American Institute of Certified Public Accountants. He also holds a Six Sigma Black Belt certification.

Todd has presented numerous papers and speeches on multistate tax issues before the Tax Executives Institute, Institute of Professionals in Taxation, Council on State Taxation, Federation of Tax Administrators, Multistate Tax Commission, Tax Section of the American Bar Association, American Society of Association Executives and various state bar and CPA groups. He also has authored several articles for the Journal of S Corporation Taxation and The Research Institute of America.

Education

  • B.S. Syracuse University
  • J.D. Dickinson School of Law

JARED GORDON

Jared Gordon is a Managing Director in Deloitte Tax’s Philadelphia International Tax Group. Mr. Gordon has over 20 years of experience in corporate and international taxation. He also has practiced in New York and Washington, including five years in Deloitte’s Washington National Tax Group specializing in mergers, acquisitions, dispositions, consolidated returns, and cross-border restructurings. Mr. Gordon serves large multinational companies in numerous industry sectors such as consumer products, specialty chemicals, pharmaceuticals and manufacturing, and is a leading strategist in international tax structuring (both inbound and outbound) and has numerous multinational clients.

Mr. Gordon is the author of numerous articles on corporate tax and consolidated returns and is a frequent speaker and instructor on corporate tax matters. He is a member of the New York and District of Columbia Bars. Mr. Gordon received his JD degree from the University of Pennsylvania Law School and his LLM in Taxation from the New York University Law School.

Education

  • B.A. Washington University in St. Louis
  • J.D. University of Pennsylvania Law School
  • LL.M. New York University Law School

ANDREW GUBERMAN

Andrew is currently a Senior Tax Manager at Deloitte's International Tax Quantitative Consulting Services in New York. He has more than nine years of experience in public accounting. Andrew has gained experience in serving both international and middle-market companies. He has served as an international tax specialist on numerous clients and helped on attribution studies and provision calculations. He has also gained extensive knowledge in Visual Basic for Applications (“VBA”), SQL, C#, and other programming languages. Coupling his technology and tax technical knowledge has helped Andrew create tax and efficiency models to assist in automation surrounding certain tasks of tax calculations/scenario planning for acquisitions, dispositions, attribution studies, and provision calculations.

Education

  • Bachelors in Accounting, Rutgers Business School

ANDREW J. HAAS

Andrew Haas concentrates his practice in the areas of estate, tax, and closely-held business planning. He regularly works with business owners and entrepreneurs to effectively integrate business interests into a comprehensive estate plan. Andrew also counsels high-net-worth individuals, including professional athletes and executives, and their families, and works closely with clients and their other professional advisers to ensure seamless exchange of information, as well as the effective implementation and administration of estate planning strategies.

Andrew is the author of the chapter “Estate Planning For Closely-Held Businesses” in the book Estate Planning in Pennsylvania, 4th Edition (PBI Press). In addition, he has been cited in the Philadelphia Inquirer on estate planning topics, and has been published in the Wealth Management supplement of The Legal Intelligencer. Andrew also frequently speaks on estate planning topics.

While in law school, Andrew served as a managing editor of the Villanova Sports & Entertainment Law Journal. He also received a certification in estate planning from Villanova University School of Law.

Education

  • B.A University of Virginia
  • J.D. Villanova University Charles Widger School of Law
  • LL.M. Villanova University Charles Widger School of Law

JOSEPH HARGROVE

Joseph Hargrove is a Principal in KPMG’s Tax Practice. He is the National Financial Services Industry Tax Leader and Business Unit Partner in Charge of the NY Metro Financial Services Tax Practice of KPMG. Joe has 30 years of experience focusing on the taxation of financial institutions generally and on international tax issues. Prior to rejoining KPMG, Joe was Managing Director, Deputy Chief Tax Officer and Director of Tax Planning at Citigroup. Joe has experience with a wide range of tax issues, including: U.S. and International Mergers, Acquisitions and Divestitures; restructuring domestic and international businesses; analyzing income, withholding and indirect tax implications of cross border business transactions; and foreign tax credit planning. He is also experienced in U.S., state and local, and foreign tax audits; and tax accounting for publicly issued financial statements, including transactional analysis and tax. Joe earned his MBA at Columbia University, his J.D. at Villanova University School of Law, and his LL.M at New York University School of Law.

Education

  • B.S. St. John’s University, College of Business Administration
  • M.B.A Columbia University
  • J.D. Villanova University School of Law
  • LL.M. Villanova University School of Law

CHRISTOPHER HARVEY

Christopher Harvey is a Managing Partner and Attorney at the firm Harvey Ballard & Bornstein, LLC, He specializes in the legal transactions surrounding estate and income tax planning, estate administration, estate and trust tax return preparation, and business transactions and planning.

Mr. Harvey serves as an Adjunct Professor of Law teaching Decedents, Estate and Trusts; Income Taxation of Trusts and Estates; Estate Administration; Federal Wealth and Transfer Taxation; and Estate Planning II. He has previously taught Taxation of Property Dispositions. Mr. Harvey participated as an outside advisor and guest lecturer to the Internal Revenue Service and aided in the creation of the Estate Planning Certificate Program offered by the Pennsylvania Institute of Certified Public Accountants and other state accounting societies.

Mr. Harvey has lectured on over 800 occasions on estate and tax planning topics and was distinguished as the Outstanding Discussion Leader for the New Hampshire Society of Certified Public Accountants for the years 1997 and 1998.

Education

  • B.S. 1989 University of Delaware, Accounting
  • J.D. 1994 Villanova University School of Law
  • LL.M. 1995 Villanova University School of Law

ROBERT HEGADORN

Foreign, Comparative, and International Law Specialist and Legal Research Instructor

Robert currently supports the scholarly work of faculty as a faculty liaison librarian and as the foreign, comparative, and international law specialist. In addition to his reference and research support, he teaches several sections of Legal Research in the first-year curriculum. He also guest lectures on a variety of research topics including health law, litigation writing, and tax law for the Clinic and the Graduate Tax program.

Before joining the Law Library staff in 2006, Robert practiced law in Missouri, and was later a Reference Librarian at the University of Missouri -Columbia School of Law Library. Robert earned his B.A. from Columbia College in Columbia, Missouri, his J.D. from the University of Missouri-Columbia School of Law, and his M.A., Information Science and Learning Technology, from the University of Missouri-Columbia School of Information Science and Learning Technology.

Practice Experience

  • Reference librarian at the MU School of Law Library.

DAVID HILLEGASS

David Hillegass is a Manager in the State and Local Tax Group at Global Tax Management. He specializes in indirect taxes from both a technical and a technological perspective.

Since joining GTM in June 2016, David’s primary responsibilities have included supporting clients’ indirect tax compliance function, assisting with technical consultation on matters of indirect tax law, and providing implementation and remediation services for clients’ indirect tax technology. In addition, David provides support for clients’ fixed asset software modules.

Prior to joining GTM, David began his career with PricewaterhouseCoopers LLP. He spent a total of 8 years in various functions within the organization. David serviced clients in aspects covering multiple areas of taxation, including: state and local sales and use taxes, state and local income taxes, payroll taxes, and trust taxes. David spent the latter portion of his previous experience assisting in the implementation and issue remediation of clients’ indirect tax technology in addition to providing indirect tax consulting. David’s goal is to provide high quality client service while identifying opportunities for efficiencies and tax savings.

Education

  • B.S. in Business Administration with Accounting concentration, University of Notre Dame
  • M.S. in Taxation, Villanova University

JOEL E. HOROWITZ

Joel Horowitz is a Partner at McCarter & English. Mr. Horowitz has practiced in the area of employee benefits and executive compensation for over 30 years. He counsels employers and executives on employment, retention and severance agreements, equity-based compensation and incentive pay. He has extensive experience in the design and operation of compensation and benefit arrangements, including the operation of tax qualified plans, deferred compensation arrangements, and non-cash benefits.

Mr. Horowitz has an active practice in the area of employee stock ownership plans, and has been involved in virtually every aspect of ESOP transactions for public and private companies. He has acted as trustee’s counsel, lender’s counsel and special corporate counsel in those transactions, which have ranged in size up to $800 million.

Mr. Horowitz is a frequent speaker in the area of employee compensation and benefits, particularly on the topics of executive retention and compensation, incentive and equity plans, health plan design and workplace benefits. He has represented clients before the IRS, Department of Labor, and Pension Benefit Guaranty Corporation, and secured the first IRS approval of health plan debit cards. He has been an Adjunct Professor in the Graduate Tax Program at the Villanova University School of Law for over 25 years.

Education

  • B.A. 1975 George Washington University
  • J.D. 1978 New England School of Law
  • LL.M. 1982 Georgetown University Law Center

RICHARD S. HYMAN

Mr. Hyman is the leader of Deloitte’s Philadelphia International Tax practice and has nearly twenty years of experience with the Firm in serving multinational companies across diverse industries and sectors. During this time, Richard has advised clients on international mergers, acquisitions and divestitures, tax efficient supply chain and financing structures and other global tax and treasury enhancement strategies in Asia, Europe and the Americas while closely collaborating with his clients’ cross-functional leadership.

Mr. Hyman's areas of expertise include global tax minimization, foreign tax credit management, repatriation strategies, international tax attribute studies and accounting for income taxes. He is the national leader of Deloitte Tax’s International Tax ASC 740 group and has worked with some of the Firm’s largest clients in the resolution of complex tax accounting issues. Mr. Hyman is a CPA in Pennsylvania and frequent speaker on various international tax topics.

Education

  • B.S. 1992 University of Delaware
  • M.S.T. 2001 Villanova University

THOMAS J. IANNOZZI

Mr. Iannozzi is a principal in KPMG’s Philadelphia Mergers and Acquisitions (“M&A”) Tax practice. Mr. Iannozzi focuses on providing various U.S. international and M&A tax consulting services to clients, including advising on issues arising in connection with cross-border and domestic mergers, acquisitions, divestitures, and reorganizations. His specific responsibilities include: tax structuring of domestic and cross-border acquisitions, divestitures and (re)financings, tax due diligence assistance services, treaty qualification issues, earnings & profits (“E&P”) and stock basis analyses, passive foreign income company (“PFIC”) and controlled foreign corporation (“CFC”) analyses, Section 382 ownership change analyses, and post-acquisition integration (including transaction cost analyses).

Mr. Iannozzi was previously seconded to the U.S. tax group in the U.K. member firm of KPMG for nearly four years, and he is currently a leader of the KPMG U.S. Inbound Tax Practice.

Mr. Iannozzi is the author of “Claiming Tax Deductions for Foreign Related Persons”, published in CCH’s Corporate Business Taxation Monthly. He is also a co-author of the United States chapter of the International Bureau of Fiscal Documentation (IBFD) M&A Tax Fundamentals, as well as the United States sections of the IBFD online Mergers and Acquisitions Database.

Mr. Iannozzi has taught International Comparative Law classes at the London School of Economics, and he has spoken at a number of tax conferences in the United States and in Europe.

Education

  • B.B.A. (magna cum laude) University of Texas
  • J.D. Temple University School of Law
  • LL.M. Taxation from Temple University School of Law

JONATHAN H. LANDER

Jonathan Lander is a Partner at the law firm Blank Rome, LLP. He has more than 25 years of experience in all matters related to estate and trust planning, including insurance, business succession, and tax matters. Mr. Lander has advised clients in complex planning issues, including Gift, Estate and Generation-Skipping Transfer Taxes. Prior to rejoining Blank Rome, Mr. Lander served as leader of the PNC Wealth Management National Practice Group: Planning for the Business Owner. Mr. Lander is a member of the American Bar Association, previously serving as Chair of the Real Property and Probate and Trust Law Section’s Fiduciary Income Tax Committee.

He is also a member of the Philadelphia Bar Association, previously serving as a member of the Probate Section’s Executive Committee. Additional memberships include the Bucks County Bar Association, New York State Bar Association, and the Philadelphia Estate Planning Council.

Education

  • B.A. Drew University, magna cum laude
  • J.D. Albany Law School of Union University, cum laude
  • LL.M. New York University School of Law

DEBBIE MARTINO

Debbie Martino is currently Assistant Vice President, Corporate Tax Planning & Advisory for Lincoln Financial Group. Debbie is responsible for evaluating and implementing tax planning strategies across the federal, state, and local tax areas for both direct and indirect taxes. Her responsibilities also include providing transaction support and assisting with and implementing M&A transactions.

Debbie has over 23 years of experience working in the tax field. She worked 15 years in Public Accounting for two of the largest accounting firms serving multi-national clients and Fortune 500 companies. During her work experience both in Public Accounting and as Tax Director for a privately held company, Debbie oversaw and coordinated services including tax accounting and financial reporting, tax compliance and reporting, tax planning and tax controversy both domestically and globally.

Debbie is certified public accountant and a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. Debbie received a Bachelor degree with honors from Drexel University and a Master of Science in Taxation from Villanova University.

Debbie has taught Corporation Tax at Drexel University in the Masters of Accounting Program since 2013. She has coordinated, wrote and taught tax technical training sessions both in Public Accounting and Private Industry. Debbie also serves on the Board for the Philadelphia Tax Conference.

ROBERT M. MAXWELL

Robert M. Maxwell is Director of Estate and Trust Settlement for Glenmede. He is responsible for oversight of estate administration for estates where Glenmede is executor and settlement of terminating trusts where Glenmede serves as trustee. He manages the court accounting group that prepares accountings for trusts and estates required by the Courts and is responsible for the preparation of death tax returns for estates and post-mortem planning.

Prior to joining Glenmede in 1999, Mr. Maxwell was employed by First Union National Bank, first as an administrative officer in the Equipment Leasing Department and then as a tax officer in the Death Tax Unit.

Mr. Maxwell has been a lecturer and author for Pennsylvania Bar Institute seminars on such topics as Federal Estate and Gift Tax Preparation, Pennsylvania Inheritance Tax Preparation, and Federal Estate Tax Portability.

Mr. Maxwell received a B.A. in 1984 and an M.A. in 1986, both from the University of Pennsylvania. In 1989, he received a J.D. from Villanova University School of Law. In 2001, Mr. Maxwell was awarded a certificate in business succession planning from The American College. He is a member of both the Philadelphia and New Jersey Bar Associations, and serves as co-chair of the Tax Committee of the Probate Section of the Philadelphia Bar where he has presented on the topic of Federal Estate Tax Portability. He is also a member of the Philadelphia Estate Planning Council.

Education

  • B.A. 1984 University of Pennsylvania
  • M.A. 1986 University of Pennsylvania
  • J.D. 1989 Villanova University

MICHAEL J. MCGOLDRICK

Mr. McGoldrick is the Tax Director for Sunoco, Inc. He is responsible for all foreign and domestic income, property, excise, payroll, sales and use, and VAT matters; he oversees all qualified and non-qualified health and benefit plans; he directs a department of forty tax professionals.

Mr. McGoldrick currently chairs the Corporate Tax Management Committee of the Tax Executive Institute and directs the tax activities of the American Chemistry Council. Mr. McGoldrick has served as Chair of the Foreign Source Committee of the American Petroleum Industry, and directed the tax activities of the National Manufacturer's Association, the Atlantic Region of the International Fiscal Association and MAPI.

Education

  • B.A. 1970 LaSalle University (Magna Cum Laude).
  • J.D. University. of Notre Dame Law School
  • M.L.D. 1974 University. of Virginia
  • LL.M. (Taxation) 1976 New York University School of Law
  • LL.M. (Corporate) 1978 New York University School of Law
  • M.B.A. 1986 Drexel University

BRIAN J. MCGOWAN, SR.

Brian is a co-founder and partner in both McGowan & Co., LLP and McGowan & Co., LLC. Brian is a CPA and is a member of both the American and Pennsylvania Institute of CPA’s having formerly served on the Ethics Committee for the PICPA. Brian graduated from LaSalle College and holds an MS (Masters in Tax Law) from Widener University. Early in his career, Brian spent several years as a US Treasury Agent before working at Sun Oil Co. He participated in most mergers and acquisitions for the company and was a member of the Office of the President. Prior to going independent in 1980, he was the CFO for Sun Information Services (later known as SunGard). Brian has taught at both Penn State University and Widener University Graduate School. Brian is married and proud to be partners with his two sons.

Education

  • B.A. La Salle University
  • M.S. Widener University

ERICA R. MCREYNOLDS

Ms. McReynolds is a Tax Director in the Philadelphia office of PricewaterhouseCoopers LLP where she has practiced since 2005. Ms. McReynolds is part of the National Tax Services team specializing in tax-exempt organizations where she focuses on in compliance and consulting services for various tax-exempt organizations including hospitals, universities, and pension trusts. She has a great deal of experience with the Form 990 and Form 990-T, unrelated business income, issues surrounding the private business use of tax exempt bonds, and FIN 48 for as it applies to tax-exempt organizations.

Education

  • B.A. 2001 Villanova University
  • J.D. 2005 Villanova University School of Law
  • LL.M. Taxation 2008 Villanova University School of Law

SUSAN MOORADIAN

Susan is a Partner with the Financial Services Tax Practice of PwC and is the firm’s leading expert on the taxation of mortgage banks. She has more than 25 years experience in the financial services industry, and serves many large banking and mortgage banking clients advising on a wide range of issues.

Susan has substantial experience in areas such areas as accounting for income taxes, securitizations, derivatives, mergers and acquisitions, corporate reorganizations, REMICs and REITs, mortgage servicing rights, bad debts and mark to market. She also has experience with regulatory requirements for banks.

She has spoken on tax matters affecting the banking industry at various industry conferences including those sponsored by the Mortgage Banking Association. In addition, Susan has taught several courses at PwC’s training programs.

Prior to joining PwC, she worked in Industry and was responsible for all aspects of managing a corporate tax department including the development of tax planning strategies, mergers and acquisitions, accounting for income taxes, and federal, state and foreign tax compliance.

Her current and past clients include: Freddie Mac, PNC, TD Bank, Santander, Rabobank, Fortress, GMAC, and Sallie Mae

Education

  • Master of Science in Taxation - Bryant University
  • Master of Arts in Teaching - Rhode Island College
  • Certified Public Accountant - University of Rhode Island
  • CPA licensed in Rhode Island, Virginia and Pennsylvania

DREW A. MORRIS

Drew A. Morris is a shareholder of Nachmias Morris & Alt, P.C. Mr. Morris’s practice covers all aspects of business and individual federal, state, local and international taxation including advising S Corporations, C Corporations, LLCs, and partnerships; assisting clients at all levels of federal, state and local tax controversy matters, including audits of corporations, estates and individuals, replies to assessments, abatement requests, appeals and pursuing actions in court; and advising non-profit organizations regarding corporate governance and tax-related issues and assisting with the formation of tax-exempt organizations and completing exemption applications. Mr. Morris is also a frequent lecturer and panellist on various tax matters.

Education

  • B.A. Brandeis University
  • J.D. Pennsylvania State University, Dickinson School of Law, cum laude
  • LL.M. in Taxation New York University Law School
  • M.B.A. Drexel University

KAYCI D. PETENKO

Kayci is a founding partner of Fleming Petenko Law in Philadelphia where she focuses her practice on advising a variety of tax-exempt organizations, including private foundations, public charities, supporting organizations, and donor-advised funds. She advises clients on many types of matters including corporate formation and qualification for tax-exempt status, corporate governance, fiduciary duties, charitable fundraising, charitable contribution issues, federal and state tax law compliance, contract negotiation and drafting, corporate restructuring, unrelated business income tax, and related matters. She previously worked for a law firm providing legal advice and services to nonprofit organizations and as a tax associate in the Tax Advisory Group of an accounting firm.

Kayci frequently speaks on legal matters related to the operation of nonprofit organizations. She has been selected as a Rising Star in Pennsylvania Super Lawyers® in the field of nonprofit law. She is serving as a member of the PBA’s Charitable Organizations Committee Council and the liaison between the Charitable Organizations Committee and the YLD. She has also served as a volunteer tax preparer and instructor for the Volunteer Income Tax Assistance (VITA) & Military VITA programs.

Education

  • B.S.M. Tulane University, A.B. Freeman School of Business
  • J.D. Rutgers University School of Law
  • M.B.A. Rutgers University School of Business
  • LL.M. Taxation Temple University Beasley School of Law

RALPH PIKE

Ralph Pike is the Office Managing Director of Andersen Tax’s Dallas office. He has over 19 years of experience in serving clients and practices in the firm’s Private Client Services area with a concentration on individual income, estate and gift taxation. His responsibilities include providing comprehensive tax planning solutions to high net worth clients and family office clients, on tax issues relating to:

  • Individual income tax
  • Partnerships
  • S corporations
  • Fiduciary income tax
  • Limited liability companies
  • Estate, gift and generation-skipping transfer taxes

Before joining Andersen Tax, Ralph was with Arthur Andersen then KPMG, where in addition to his client responsibilities in Chicago, he also served in several firmwide roles including a two-year tour of service in the firm’s Washington National Tax Office.

Ralph has served on the Estates, Gifts and Trusts Committee of the Illinois CPA Society. He also is an adjunct professor for Villanova University Law School and teaches Estate and Gift Taxation.

Education

  • Northern Illinois University, BS (Accounting)
  • University of Illinois Law School, JD

JOSEPH E. RONAN, JR.

Joseph Ronan is the managing principal of the law firm Ronan Law Group, PLLC, and a member of the Pennsylvania, New York, District of Columbia and Vermont bars. In his current firm, Joseph focuses on income tax issues, executive and equity compensation matters, retirement planning, qualified and nonqualified deferred compensation plans and related matters. Prior to starting his own firm, Joseph worked in the tax and benefits areas at Morgan Lewis, Bell Atlantic (now Verizon) and Blank Rome. He is listed in Best Lawyers in America (for Taxation) and SuperLawyers.

Joseph earned his B.A. degree in philosophy (with honors) from Haverford College, and his J.D. and LL.M. from New York University School of Law. While in Villanova University School of Law, he served as the Research Editor of the NYU Review of Law and Social Change.

Joseph has been chair of the Tax Section of the Philadelphia Bar Association, as well as chair of a committee of the ABA Tax Section. He has served as board chair at Friends Select School, president of the Philadelphia Volunteer Lawyers for the Arts, and as a board member with Philabundance. He has also received alumni awards from Friends Select and Haverford.

Joseph has been a frequent speaker for the Pennsylvania and Philadelphia Bar Association and at ABA events, and has written several published articles on tax and employee benefits matters. In addition to teaching Tax II, Joseph teaches courses on Employee Benefits and Executive Compensation in the Villanova LL.M. program.

Education

  • B.A. 1976 Haverford College
  • J.D. 1979
  • LL.M. 1983 New York University

JAMES SAXENIAN

Jim is a senior manager in KPMG’s Mergers & Acquisitions Tax practice. Jim joined KPMG in 2014 and is based in KPMG’s Tysons Corner, VA office.

Jim has over 20 years of experience representing private and publicly-owned companies in many areas of federal taxation relating to their business transactions and ongoing operations. He has particular expertise in structuring and advising clients on a wide variety of corporate restructuring transactions, such as tax-free mergers and reorganizations, spin-offs, taxable stock and asset acquisitions and dispositions, like-kind exchanges, joint ventures and intercompany restructuring transactions.

Prior to joining KPMG, Jim was a tax associate at Jones Day, and was a tax partner at Dow Lohnes PLLC.

Education

  • State University of New York at Albany, B.S. in Accounting, summa cum laude
  • George Washington University, J.D., with honors
  • Georgetown University Law Center, LL.M. in Taxation, with distinction, Valedictorian

MATTHEW J. SICINSKI, III

Matthew J. Sicinski III is the Tax Director at United Refrigeration, Inc. where he has worked for the past seven years. In this role, Matthew advises the c-suite and shareholders while leading the tax department in all aspects of compliance, planning, financial statement reporting, audit defense and controversy services. Matthew has extensive experience in the areas of foreign and domestic income tax, property, payroll, excise tax, and sales and use taxes.

Prior to joining United Refrigeration, Matthew was a Tax Manager at KPMG, LLP in Philadelphia where he focused on corporate tax compliance and financial statement reporting. He holds a CPA & B.S. in accounting and finance from LaSalle University and a Masters of Tax from the Villanova University School of Law.

Matthew is a member of the Tax Executives Institute, the AICPA, and the PICPA. He resides in Philadelphia, PA with his wife and two trouble making dogs. Matthew enjoys golfing, travel, watching Eagles games, and music.

Education

  • B.S. La Salle University
  • M.T. Villanova University

MELISSA SKILLITER

Melissa Skilliter is the Director of the Low Income Taxpayer Clinic (LITC) in the Columbus office of Southeastern Ohio Legal Services (SEOLS), a position she has held since 2008. Through the LITC, she handles tax controversies with the IRS, including U.S. Tax Court cases, examinations, and other cases before the IRS. Melissa completed Villanova’s online LLM program in 2018. She joined SEOLS in 2005 as a staff attorney in the Zanesville, Ohio office with a general civil legal practice.

Education

  • Bowling Green State University (B.A. in political science, magna cum laude, 2001)
  • Georgetown University Law Center (J.D., 2004)
  • Villanova University School of Law (LL.M., 2018)

RICHARD SMOLEN

Richard A. Smolen is an attorney and manages a family office for Tekloc Enterprises LLC in Newtown Square, Pennsylvania, where he focuses on tax planning, charitable planning, estate planning, and employee benefit issues. He also performs employee benefits, charitable giving, and tax planning consulting services for Teasmo Consulting LLC. He has represented businesses and individuals in matters such as correcting retirement plan administration errors under IRS and DOL correction programs, preparing 401(k) and 403(b) plan documents; counseling clients on ERISA requirements, preparing and reviewing Forms 5500 and 5300; counseling clients on employee benefits issues in mergers and acquisitions and in bankruptcy; and representing plan fiduciaries in DOL investigations.

He has advised individuals on the use of complex estate tax and charitable planning techniques, such as grantor retained annuity trusts, qualified personal residence trusts, intentionally defective grantor trusts, family limited partnerships, charitable remainder unitrusts, charitable lead annuity trusts, charitable gift annuities and donor advised funds. He has formed, managed, and recommended governance structures for non-profit organizations, and has regularly filed applications for tax exemption with the IRS. He regularly prepares and reviews federal, state, and local tax filings on behalf of individuals, businesses, trusts, estates, and charities.

He is an adjunct professor of law at Temple University James E. Beasley School of Law and at Villanova University Charles Widger School of Law. Mr. Smolen works with the Philadelphia Volunteer Lawyers for the Arts to provide governance and strategic planning services for representing local arts organizations. He is a member of the Philadelphia Bar Association, Young Lawyers Division Tax-Exempt Group, and the Young Lawyers Division Employee Benefits and Executive Compensation Group. Mr. Smolen received his B.A. from the University of Pennsylvania, his J.D. degree from Temple University James E. Beasley School of Law, his M.B.A. degree from Temple University Fox School of Business and Management, and his LL.M. degree (Taxation), with distinction, from James E. Beasley School of Law. He is admitted to practice law in Pennsylvania and New Jersey.

Education

  • B.A. University of Pennsylvania
  • J.D. Temple University James E. Beasley School of Law
  • M.B.A. Temple University Fox School of Business and Management
  • LL.M. in Taxation Temple University James E. Beasley School of Law

MICHAEL E. STEINSALTZ

Michael E. Steinsaltz is the Managing Partner of Deloitte’s Philadelphia International Tax Group and the national leader of our International Tax Accounting for Income Taxes practice. He brings over seventeen years of experience in corporate taxation and over eleven years of experience in international taxation. He serves large multinational companies in numerous industry sectors such as specialty chemicals, pharmaceuticals, consumer business, manufacturing, and paper. Michael is one of the Firm’s leading practitioners in the area of international tax provision process and technology, and FAS 109 technical matters. He is also a leading strategist in international tax structuring and is a member of the Firm’s International Tax Think Tank.

Michael's areas of expertise include global tax minimization, foreign tax credit management, repatriation strategies, international tax compliance, and FAS 109 accounting for income taxes. He has advised clients on tax efficient global supply chain structures, including low tax manufacturing strategies, and other global effective tax rate minimization strategies. He has commented to the IRS on proposed regulations in the area of taxation of foreign branches. Michael has spoken before such organizations as Center for Business Intelligence, Tax Executives Institute, Executive Enterprises and the International Fiscal Association, and has spoken at various Deloitte’s International Tax client events.

MICHAEL SWANICK

Mike has been with PricewaterhouseCoopers for approximately 33 years and a partner for 24 years. He is the Firm’s global Pharmaceutical and Life Sciences (PLS) leader that includes over 9,000 professionals providing assurance, tax and advisory services worldwide. In this role, he is responsible for all aspects of the Firm’s services to our PLS clients. Previously, Mike was the global and US tax leader of the sector.

Mike had had many roles in the Firm, including the Partner-in-Charge of International Tax Services in Philadelphia (2000-2002). He worked in the PwC Brussels office (1988-1990) and PwC London office (1997-2000) where he led the Firm’s US Corporate Tax Consulting groups and advised many public US and EU companies on cross-border transactions. Mike has extensive experience with issues facing chemical, pharmaceutical, medical device and biotechnology companies. Mike’s current clients include AmerisourceBergen, BMS, CSL Behring, Eli Lilly, Shire and Syngenta Corporation.

Mike is also a member of the American and Pennsylvania Institutes of Certified Public Accountants, and served as the President of the British American Business Council. He also holds memberships with the St. Joseph's University Board of Trustees, the Board of Principals and Partners of PwC, and is a member of the Editorial Advisory Board of Pharmaceutical Executive.

Education

  • B.S. Accounting, St. Joseph's University, 1981
  • M.S. Taxation, Villanova University Law School, 1984

MARISSA M. TRIBUIANI

As an Associate at Dechert LLP, Marissa M. Tribuiani focuses her practice on private client matters, including estate planning, estate and trust administration, income, estate and gift tax planning, planning for retirement assets, and charitable giving. She is a Certified Public Accountant licensed in Pennsylvania and is an adjunct faculty member for the Graduate Tax Program at Villanova School of Law.

Ms. Tribuiani served as a Dechert summer associate in 2011.

Education

  • Villanova University, B.Accy., B.S.B.A., 2008, summa cum laude
  • Villanova University School of Law, J.D., 2012, summa cum laude, Order of the Coif
  • Villanova University School of Law, Master of Law, Taxation, 2013

ANDREW VANDENBRUL

Drew VandenBrul is Managing Director for State and Local Tax at GrantThorton. Drew has over 26 years of experience as a state & local tax professional advising companies across all industries on complex Pennsylvania and multistate tax planning, tax controversy, transaction and compliance matters, including income, franchise, realty transfer and sales & use taxes.

His time in Philadelphia includes 10 years with Arthur Andersen, over 4 years with Exelon Corporation, and 11 years with KPMG, where he was most recently a State & Local Tax Partner.

Drew leads Grant Thornton’s national Legal Entity Optimization (LEO) practice. He has served middle-market companies, private equity funds, and publicly-traded traded companies in the real estate, telecommunications, private equity, manufacturing, power & utilities, automotive, life sciences, and healthcare industries.

Drew regularly consults with companies and economic development agencies on complex matters involving Pennsylvania’s Keystone Opportunity Zone (KOZ) program, including qualificiation for, and quantification of tax benefits.

Drew is a member of the AICPA and an active member of the state and local tax committees of the PICPA, Tax Executives Institute (TEI), and Greater Philadelphia Chamber of Commerce (co-chair). He served on the 2003 Philadelphia Tax Reform Commission.

Drew was a contributing author for the Pennsylvania Tax Handbook (2000-2010) and has spoken before many organizations, including PICPA, TEI, National Association of Real Estate Investment Trusts (NAREIT), Edison Electric Institute (EEI), Broadband Tax Institute (BTI), Institute for Professionals in Taxation (IPT), and Villanova and Temple University Schools of Law.

Education

  • B.S. Accounting and Finance, Lehigh University
  • M.A. Taxation, Villanova University

DEAN A. WALTERS

Professor Walters joined the Villanova Law School in the Spring of 2017, after serving for six years as an adjunct professor at the at the Villanova University School of Business teaching Corporate Regulation and Responsibility in the Marketing and Business Law Department. Professor Walters received his B.A. from Villanova University, his M.B.A. from Saint Joseph’s University, and his J.D. from the Widener University School of Law.

He is a Partner with the Law Firm of Connor, Weber and Oberlies, where he has responsibility for their Trusts, Estates and Taxation practice group. He Previously held the position of General Counsel and Chief Compliance Officer for the Philadelphia Trust Company and prior to that served as a Senior Trust and Fiduciary Specialist for Wachovia Bank, N.A, and later with Wells Fargo Bank, N.A. He has many years of experience in private practice where he drafts estate plans, settles estates and litigates Orphans’ Court matters.

In 2011 he was among a select group of candidates considered for appointment to the bench of the Chester County Court of Common Pleas when the Honorable Paula Francisco Ott was elected serve on the Superior Court of Pennsylvania. He is admitted to practice before the United States Supreme Court, The Supreme Court of Pennsylvania, The United States Tax Court, The U.S. Court of Appeals for the Third Circuit, The District Court for the Eastern District of Pennsylvania and the District Court for the Middle District of Pennsylvania. He is a member of the Philadelphia Bar Association, The Chester County Bar Association, The Honorable John E. Stively Inn of Court, The Philadelphia Estate Planning Council, The American Bar Association, and is a past president of the Chester County Estate Planning Council.

Education

  • B.A. Villanova University
  • J.D. Widener University School of Law
  • M.B.A. St. Joseph's University

CHRISTOPHER WOEHRLE

Chris serves as Professor and Chair of the Tax and Estate Planning Department at the College for Financial Planning, Centennial, Colorado. He teaches advanced estate and income tax planning in the Masters in Financial Planning program. He has extensively published on the coordination of charitable gift planning with retirement planning. In 2017 he received a Distinguished Author Award by vote of the readers of Trusts & Estates a pre-eminent wealth management journal.

A magna cum laude graduate of Cornell University, Chris earned his J.D. and LL.M (Taxation) from the Widger School of Law at Villanova University where he also is a member of the Graduate Tax Program Advisory Board. A member of the Pennsylvania Bar, Chris teaches charitable gift planning and principles of wealth management in the LL.M taxation program at the Widger School of Law of Villanova University

Prior to joining the College for Financial Planning, Chris was Associate Professor of Taxation and holder of the Guardian/Deppe Chair in Pensions and Retirement Planning at The American College in King of Prussia, PA. He has taught extensively online and live at the undergraduate and graduate levels in areas of income, estate, retirement, business succession and charitable gift planning.

Chris brings to his teaching and writing his experiences as both a private investor with a privately held, employee-owned trust company and advisory firm in suburban Philadelphia.

Chris and his wife Lann Salyard Woehrle, MD, are members of the Leadership Board of the McGovern Institute of Brain Research at MIT in Cambridge, MA where they established a research fund for investigation of psychiatric diseases.

Education

  • A.B. 1979 Cornell University
  • J.D. 1982 Villanova University School of Law
  • LL.M 1985 Villanova University School of Law

DAVID ZELIKOFF

David B. Zelikoff is a partner in Morgan Lewis's Employee Benefits and Executive Compensation Practice. Mr. Zelikoff represents and counsels clients in a range of matters related to employee benefit plans and executive compensation agreements. He advises on the design and implementation of tax-qualified, nonqualified deferred compensation, equity compensation, and health and welfare plans, and he helps clients draft and negotiate executive employment agreements, severance arrangements, and change-in-control arrangements. David’s clients include tax-exempt organizations, and public/private Fortune 500 and emerging growth companies in the technology and life sciences fields.

Education

  • The College of New Jersey, 1994, B.A.
  • The George Washington University Law School, 1997, J.D.

PHONE:
610-519-7043 or
1-888-GRAD-TAX

EMAIL:
graduatetaxprogram@law.villanova.edu 

Office Hours: Monday - Thursday: 9 AM – 6:30 PM. Friday: 9 AM - 5 PM. (Fridays in Summer until 12 PM.)