Pass-Through Entities Advisory Board

Bloomberg BNA's Pass-Through Entities Advisory Board is comprised of esteemed professionals from renowned corporations, universities, and government entities. Below is a listing of our current board members.

Lisa M. Starczewski (Chair)
Buchanan Ingersoll & Rooney P.C.

Lisa Marie Starczewski is a shareholder in the tax department at Buchanan, Ingersoll & Rooney. She practiced tax law with Morgan, Lewis & Bockius and Schnader, Harrison, Segal & Lewis, and served as Editor-in-Chief of the Villanova Law Review (1987–88). She has also taught in the LL.M program at Villanova University School of Law. Ms. Starczewski has authored more than 20 Bloomberg BNA Tax Management Portfolios in both the U.S. Income and Accounting series. She is also the author and co-author of numerous Bloomberg BNA Tax Practice Series chapters. She has received the Tax Management Distinguished Author Award and serves as the Deputy Technical Director of the Tax Management Portfolios. She also serves as the Chair of the Bloomberg BNA Pass-Through Entities Advisory Board.


 

Bruce Booken
Buchanan Ingersoll & Rooney P.C.

Practicing for more than 40 years, Bruce has seen it all . . . and from all sides. He comes to the table leading with his client’s interests, but also with a keen understanding that it takes both sides to reach an agreement and get the deal done. As a result, he can anticipate and proactively navigate around issues before they become barriers..

Bruce thrives on the complex and complicated, using his strategic and insightful thinking to simplify and drive solutions. Calm under pressure, he’s approachable and actively listens to his clients..

As chair of the firm’s Tax Section, Bruce shares his deep understanding of tax principles and experience in business and commercial transactions with his clients and with other attorneys with whom he collaborates.


Bradley T. Borden
Brooklyn Law School

A professor of law at the Brooklyn Law School, Professor Borden’s research, scholarship, and teaching focus on taxation of real property transactions and flow-through entities (including tax partnerships, REITs, and REMICs). He teaches Partnership Taxation, Taxation of Real Estate Transactions and a general income tax course, and is affiliated with the Dennis J. Block Center for the Study of International Business Law. His work on flow-through and transactional tax theory appears in articles published in many law reviews such as Baylor Law Review, University of Cincinnati Law Review, Florida Law Review, Georgia Law Review, Houston Law Review, Iowa Law Review, Tax Lawyer, and Virginia Tax Review, among others. His articles also frequently appear in leading national tax journals including Journal of Taxation, Journal of Taxation of Investments, Real Estate Taxation, and Tax Notes. Professor Borden has worked as a consultant to The Joint Committee on Taxation, Congress of the United States and also often serves as an expert witness or consultant on major litigation matters that relate to real estate, flow-through taxation or legal malpractice. Before entering academia, he practiced tax law in the San Antonio, Texas law firm of Oppenheimer, Blend, Harrison & Tate, Inc. He is active in the American Bar Association Section of Taxation, is a past chair of its Sales, Exchanges & Basis Committee, and is a fellow of the American College of Tax Counsel.


Michael Hirschfeld
Andersen Tax

Michael Hirschfeld is a Managing Director in the firm's US National Tax office, where he focuses on international, partnership, corporate and real estate tax planning and compliance. Michael has over 40 years of experience with tax issues that affect partnerships/LLCs, REITs, cross-border investing, real estate acquisition, finance and investment, private equity, distressed debt, mergers and acquisitions, pharmaceutical, energy, and clean technology clients.

Michael was the chair of the Tax Section of the American Bar Association and a member of the Executive Committee of the Tax Section of the New York State Bar Association. Currently, he is the President of the Board at American Tax Policy Institute and an officer in the ABA Section of Real Property, Trust and Estate Law. Before Andersen Tax, Michael was a distinguished practitioner in residence at Cornell Law School and a retired law partner with an international law firm.

He is recognized as a leading tax professional in global publications, including Best Lawyers in America, Who's Who in America, The International Who's Who of Business Lawyers, The International Who's Who of Corporate Tax Lawyers and New York Super Lawyers.

Michael is a frequent lecturer at the Practicing Law Institute, the American Bar Association’s Tax Section and Section on Real Property, Trust and Estate Law, New York University, TexFed Tax Institute, Tax Executives Institute, American Law Institute, the Association of the Bar of the City of New York, the International Fiscal Association and other organizations. He also published over 50 articles for Probate and Property (a publication of the ABA Section of Real Property, Trust and Estate Law), The Journal of Taxation, The Journal of International Taxation and numerous additional global tax publications.


H. Grace Kim
Grant Thornton LLP

Grace Kim has more than 20 years of experience in the area of partnership taxation, which includes IRS, law firm and accounting firm positions. Her diversified experience includes working on a broad range of structuring and operational issues in a variety of industries and areas. Additionally, she has a strong working knowledge of administrative practice before the IRS.

Prior to serving in her current position, she served as a member of the partnership taxation group in the National Tax Office of an international accounting firm. She also has extensive experience in the tax group of a national law firm where she specialized in matters involving pass-through entities, and in the IRS chief counsel’s national office, where she worked on a variety of public guidance projects as well as nonpublic items, such as private letter rulings, technical advice memorandums and field service advice. She has authored articles in major tax publications, and given presentations at the ABA Section of Taxation, of which she is an active member on the Partnership and LLC Committee for which she serves as a Vice Chair. She has also taught as a member of the adjunct faculty in the Master of Law in Taxation Program at Georgetown University Law Center.


Norman Lencz
Venable, LLP

Norman Lencz focuses his practice on a broad range of international, federal, state and local tax matters. He advises clients on tax issues relating to corporations, partnerships, limited liability companies, joint ventures, REITs and RICs; tax-free and taxable mergers, acquisitions and spin-offs; compensation planning; installment sales and like-kind exchanges; and real estate development and investment. Mr. Lencz’s practice encompasses all aspects of both tax planning and tax controversy matters. He combines innovative thinking, a deep knowledge base and broad experience to provide creative solutions to the tax issues facing his clients.

Mr. Lencz is an adjunct professor at the Graduate Tax LL.M. Program of Georgetown University Law Center, where he teaches an advanced course called "Tax Planning for Real Estate Transactions." The course examines the effect of federal income taxes on the real estate market and real estate transactions; sales (including installment sales) and like-kind exchanges of real estate; choice-of-entity (including partnerships, LLCs, S corporations and REITs) for the ownership and development of real estate; landlord/tenant tax issues; the tax impact of creative financing techniques, such as the sale-leaseback; basis (including at-risk) and basis adjustments; passive activity loss limitations; and the tax consequences of foreclosures, bankruptcies, and debt work-outs.


Steven F. Mount
Squire Patton Boggs

A Partner with Squire Patton Boggs, Steven Mount focuses his practice on tax credit financings including New Markets Tax Credit, Historic Tax Credit and Energy Tax Credit transactions. He also represents clients concerning partnership taxation and other real estate joint venture transactions, and issues concerning real estate investment trusts.

Mr. Mount has been a panelist in the Novogradac New Market Tax Credit Conference series, is a member of the National Association of Real Estate Investment Trusts and an Advisory Board Member at Bloomberg BNA. He is the original author on Bloomberg BNA Tax Management’s Portfolio on Real Estate Investment Trusts and is the author of a new Portfolio on New Markets Tax Credit. Mr. Mount has been recognized in The Best Lawyers in America since 2006; recognized in Ohio Super Lawyers.


Brian O’Connor
Venable, LLP

Brian O’Connor co-chairs the Tax and Wealth Planning Group for the national law firm of Venable and practices in its Baltimore, MD, Washington, DC and Tysons, VA offices. In addition to his role of managing the Tax and Wealth Planning Group, Mr. O'Connor provides sophisticated tax and business advice to publicly-traded and closely-held businesses and their owners. His practice focuses on foreign and domestic tax matters for partnerships, limited liability companies, joint ventures, both C and S corporations, real estate investment trusts ("REITs") and regulated investment companies ("RICs"). He is also regularly consulted by wealthy individuals and entrepreneurs on federal and state income tax matters and federal estate and gift tax issues.

Mr. O'Connor handles all types of tax matters for clients of all sizes. As a transactional tax attorney, he works on transactions ranging from small sales transactions to merger or acquisition transactions in the billions of dollars. Similarly, as a tax controversy attorney, he has represented both individual clients in small audit matters and publicly-traded corporate clients in tax disputes with amounts at issue in excess of one billion dollars. His clients often find his in-depth knowledge and broad experience very helpful in addressing both their everyday tax needs and their most difficult tax problems.

Mr. O'Connor is an adjunct professor in the graduate tax program at Georgetown University Law Center where he teaches an advanced course on partnership taxation and the preparation of partnership and limited liability company agreements. His course at Georgetown focuses heavily on the technical tax aspects of partnerships as well as the practical business and tax drafting considerations that arise in partnerships with special partners such as tax-exempt organizations, foreign investors and REITs.

Before joining Venable, Mr. O'Connor was an attorney-advisor for the Office of Chief Counsel for the Internal Revenue Service in Washington, DC where he worked on high profile legislative projects, regulations and other published guidance relating to partnerships, S corporations, trusts, common trust funds and cooperatives. His valuable experience and continuing connections with the government, when combined with his significant private practice experience, permit Mr. O’Connor to provide unique insights to his clients, both large and small, on important tax and business issues.


Martin D. Pollack
Weil, Gotshal & Manges LLP

Martin Pollack is Co-Chair of Weil’s Tax, Executive Compensation & Benefits Department and is a nationally recognized authority on federal income tax matters. He has extensive experience in structuring complex private equity and merger & acquisition transactions, and he regularly advises clients on the formation and operation of private equity funds, joint ventures, and other investment vehicles. Mr. Pollack’s practice also involves the tax aspects of bankruptcy and insolvency, leasing transactions, and planning for technology intensive enterprises.

Mr. Pollack is a frequent lecturer at tax seminars and the author of numerous articles on federal income tax issues. He is the co-author of a treatise, published by Little Brown, analyzing the federal income, estate, gift, and other transfer tax consequences of partnership buy/sell agreements.

Mr. Pollack has served as an adjunct associate professor of tax law at the New York University School of Law; he is a member of the advisory board of Tax Management; and he is Chair of the Partnerships and LLCs Committee of the American Bar Association Tax Section.

 

Mr. Pollack has received numerous awards including being consistently recognized in Tax by Chambers USA, Legal 500 US and Best Lawyers in America. In Chambers USA, clients have noted he is “creative, with great ideas, and a pleasure to work with.” In addition, Mr. Pollack is consistently named among the leading “Bankruptcy Tax Specialists” in the nation’s major law firms by Turnarounds & Workouts magazine.

Mr. Pollack is a graduate of the University of Pennsylvania Law School, where he served on the Board of Officers of the University of Pennsylvania Law Review, the Johns Hopkins University, where he earned a B.A. and a graduate degree in Economics, and the New York University School of Law, where he earned a graduate degree in Taxation. He joined the firm in 1976.


Blake D. Rubin
Ernst & Young LLP

Based in Washington, D.C., Blake practices federal taxation, with emphasis on matters relating to partnership and real estate taxation. His practice includes planning, policy and controversy matters. He has extensive experience structuring large partnership and real estate transactions.

Blake is listed in The Best Lawyers in America and in Super Lawyers in both the tax and real estate categories. Chambers USA described him as “a masterful attorney whose expertise in partnerships and real estate is unparalleled;” “phenomenal for partnership tax issues;” “one of the best at tax structuring;” and “an absolutely sterling individual.” Legal 500 “highly recommends” him as an “industry leader” for both partnership and real estate matters; PLC Which Lawyer? recommends him as “highly regarded;” and Washingtonian Magazine named him as one of the top lawyers in Washington, D.C. He is also listed in Who’s Who in America and in Who’s Who in American Law. He has been rated AV Preeminent by Martindale-Hubbell every year since 1997. He is the author of more than 180 professional articles, is a frequent lecturer on tax topics at conferences across the country, and has testified at the invitation of the U.S. House of Representatives Committee on Ways and Means as an expert on tax issues.

Blake has been active in both the District of Columbia Bar and the American Bar Association. He served as Chair of the 1,600 member District of Columbia Bar Section of Taxation, and twice served as Chair of its Passthroughs and Real Estate Committee. He served as Chair of the American Bar Association Section of Taxation Real Estate Committee. He serves as Partnership and Real Estate Chair for New York University’s Annual Institute on Federal Taxation, and also serves as Chair of three other annual national tax conferences. He served as Vice Chair of the Tax Policy Advisory Committee of the Real Estate Roundtable, and is a member of the National Association of Real Estate Investment Trusts.

Prior to joining EY in 2016, Blake was Global Vice-Chair of the U.S. & International Tax Group at McDermott Will & Emery and also Head of its Washington Tax Practice. Prior to that, Blake was Chair of the Tax Practice at Arnold & Porter. From 1984 through 1987, Blake served with the Office of Tax Legislative Counsel, U.S. Department of Treasury. He was deeply involved in the development of the Tax Reform Act of 1986 provisions and administrative guidance affecting partnerships and real estate. Before joining the Treasury Department, Blake practiced in Philadelphia and was an Adjunct Professor in Villanova University’s Master of Laws in Taxation program, where he taught courses on tax planning for real estate transactions.


Bahar A. Schippel
Snell & Wilmer

Bahar Schippel specializes in tax planning for mergers and acquisitions, joint ventures and real estate transactions, drafting LLC and partnership agreements, tax planning in connection with fund formation and operations, structuring tax-efficient debt workouts, designing service provider equity compensation for LLCs and partnerships and representing taxpayers before the Internal Revenue Service. She serves on the Council of the ABA Tax Section and is a Vice Chair (Pro Bono and Outreach) thereof. Bahar is a Past Chair of the ABA Tax Section Partnership Committee. She is currently a member of the ABA's National Conference of Lawyers and CPAs. Bahar is also the Past Chair of the Tax Section of the State Bar of Arizona and is the Past Chair of the Arizona Tax Advisory Commission, which oversees the tax specialization program in Arizona. She is also a Fellow of the American College of Tax Counsel, and a member of the Bloomberg BNA Real Estate Advisory Board and the Wolters Kluwer Legal Tax Advisory Board, which all include some of the nation's leading authorities on tax law. Bahar frequently speaks at national and regional tax conferences and contributes articles to top-tier tax publications. Prior to joining Snell & Wilmer, Bahar served as Attorney-Advisor for the United States Tax Court in Washington, DC, and as Teaching Assistant to the Honorable David Laro at Georgetown University Law Center.


Steven Schneider
Baker & McKenzie

Steven R. Schneider is a partner in Baker McKenzie's Washington, DC office, where he focuses on tax. He started his career as a lawyer in the IRS' national office and has had many years of national-level law firm and Big-4 accounting firm experience. Mr. Schneider also previously chaired the ABA Partnership Tax Committee. He has been teaching an advanced tax course on drafting partnership and LLC agreements at Georgetown University Law Center since 2005 and has published numerous articles on tax for Taxes:The Tax Magazine, Tax Notes, Bloomberg BNA and Journal of Taxation, among many others.


Eric Sloan
Gibson, Dunn & Crutcher

Eric Sloan is a partner in the New York office of Gibson, Dunn & Crutcher and a member of the Firm’s Tax Practice Group. With more than 25 years of broad transactional and structuring experience, Mr. Sloan focuses his tax practice on the use of partnerships and limited liability companies in domestic and cross-border mergers and acquisitions, financing transactions, and restructurings. He also has developed substantial experience in initial public offerings, including advising on many "UP-C" IPOs in a range of industries.

Mr. Sloan has represented four of the largest private equity firms and the two largest privately held companies in the United States, as well as many publicly traded companies. He advised on the first publicly traded "permanent capital fund" launched by a major U.S.-based private equity firm and the first pass-through portfolio company investments made by four of the largest U.S.-based private equity firms.

He has substantial experience in the formation of domestic and cross-border joint ventures and acquisitions and dispositions of businesses and interests in joint ventures, including the largest joint venture in the United States and a complex multi-billion dollar cross-border commodities joint venture. He has also handled restructurings of partnerships, as well as private equity fund structuring and leveraged recapitalizations of private equity portfolio companies.

In 2016, Mr. Sloan was recognized as an “Expert” in Corporate Tax by Who’s Who Legal.

Mr. Sloan started his legal career as an associate with Irell & Manella in Los Angeles and practiced law in Washington, D.C. before joining Deloitte as a principal, where he was asked to establish and lead Deloitte's National Office Partnership Taxation group in 1997.

Mr. Sloan is a Fellow of the American College of Tax Counsel. He currently serves as Co-Chair of the Committee on Partnerships and as an Executive Committee Member of the New York State Bar Association Tax Section. He is Conference Co-Chair of Practising Law Institute's Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances conference, and serves on Bloomberg BNA's Pass-Through Entities Advisory Board. He has also been active with the Section of Taxation of the American Bar Association, having served as a Chair of its Committee on Partnerships and as a Council Director. In addition, for more than a decade he was an adjunct professor at Georgetown University Law Center, and he has been a guest lecturer at the Wharton School of the University of Pennsylvania.

Mr. Sloan received his Juris Doctor from the University of Chicago in 1990. He also earned an LL.M. with distinction in taxation from Georgetown University Law Center in 1994.

Mr. Sloan is a member of the District of Columbia bar and is not yet admitted to the New York bar. He currently practices under the supervision of the Principals of the Firm.


Jeanne M. Sullivan
KPMG LLP

Jeanne Sullivan is a director in the Washington National Tax (WNT) office of KPMG LLP. She is a past Chairman of the Partnerships and LLCs Committee of the ABA Section of Taxation and served on the S Corporation Technical Resources Panel for the AICPA. Formerly, she was an adjunct professor in the LL.M. (Taxation) program at Georgetown University Law Center and a senior reviewer in the Division of Passthroughs and Special Industries, Office of the Chief Counsel, IRS.

Prior to joining the IRS, Ms. Sullivan worked at the United States Tax Court as a clerk for Judge James S. Halpern and for Judge Laurence J. Whalen.


Alan Tarr
Loeb & Loeb, LLP

Co-Chair, Tax at Loeb & Loeb LLP, Alan Tarr’s clients include a broad range of companies and individuals. His practice focuses on tax planning for business transactions, including acquisitions and dispositions of businesses, reorganizations, utilizing partnerships and limited liability companies, tax benefits for renewable energy, sophisticated real estate transactions, executive compensation, state and local taxation and audits and tax controversies.

Alan has been named “New York Metro Super Lawyer” in Tax by Thomson Reuters every year from 2010-2015. He is the former Chair of the Committee on the Taxation of Business Entities, Association of the Bar of the City of New York, and a former member of the Executive Committee, Tax Section, New York State Bar Association.


Stefan F. Tucker
Venable, LLP

Stef Tucker represents a wide variety of clients, from the entrepreneur and the professional, on the one hand, to publicly traded enterprises, such as real estate investment trusts, on the other hand. His practice encompasses the entire range of subjects from mergers and acquisitions, to entity planning, structuring and formation, to asset protection and preservation, to business transactions, to family business planning and wealth preservation. In addition, Stef has extensive experience in Federal and state income, estate and gift taxation, including tax audits.

In many respects, Stef is a generalist, even in today’s world of specialists. His clients look to him to apply his breadth of experience and general knowledge in arriving at solutions to a wide range of business-oriented problems and issues and in structuring complex business arrangements and transactions. They also seek his assistance in connection with their personal financial matters and wealth preservation planning.


Louis S. Weller
Weller Partners LLP

Lou Weller leads firm’s real estate, transactions and tax practice. He previously served as National Director of Real Estate Transaction Planning and National Director, Like Kind Exchange Services at Deloitte Tax LLP and was Of Counsel to the national law firm, Bryan Cave LLP.

Lou has practiced tax and business law for more than 40 years. He has extensive experience designing and implementing strategies for real estate and business asset acquisitions, transfers, exchanges, leases, financing, work-outs, business start-ups, limited liability companies, partnership and joint venture formations, transactions involving REITs, capital raising through placement of partnership interests and stock, as well as counseling clients on achieving business and personal tax planning objectives. He also owned and for more than 20 years operated a like kind exchange qualified intermediary business.

Lou is the Real Estate Department editor of the Journal of Taxation, has published extensively in professional publications and is the past Chair of the Real Estate Committee, American Bar Association Tax Section and of that committee’s Subcommittee on Like-Kind Realty Exchanges. He is also past Chair of the Taxation Section, Bar Association of San Francisco, the San Francisco Tax Club and of the Federal Taxation of Real Estate Transactions Committee, American Bar Association Real Property, Probate and Trust Section. Lou serves as Co-Chair of the annual Jeremiah Long Advanced Seminar on Internal Revenue Code Section 1031 and has also served as a member of the State Bar of California Taxation Section Executive Committee and on the Board of Directors of the Tenant in Common Association (now the Alternative and Direct Investment Securities Association). He is an elected Fellow of the American College of Tax Counsel.

Lou graduated cum laude with a B.A. in Political Science from Yale University and earned concurrent J.D. and Masters in Public Policy degrees from the University of California, Berkeley. While in law school, he served as an editor of the California Law Review and a member of the Moot Court Board. He was admitted to the California Bar in 1975.

In addition to his law practice, Lou serves as Chair of the Board of Trustees of the Cancer Prevention Institute of California and is a member (and former chair) of the Town of Tiburon Planning Commission. He lives in Tiburon, California and has one daughter, currently attending college.


Andrea Whiteway
Ernst & Young LLP

Andrea Macintosh Whiteway is a principal in the National Tax Department of Ernst & Young LLP, based in Washington, D.C. She has substantial experience in sophisticated tax planning involving the use of partnerships, including in the dispositions and acquisitions of real estate and operating businesses, complex partnership transactions, real estate investment trust (REIT) tax status and tax structured dispositions of real estate involving REITs, corporate acquisitions and mergers, corporations and structuring private REITs. Andrea advises on forward and reverse like-kind exchanges and exchanges of tenancy in common interests in real estate.

Andrea has been listed in the 2008 to 2017 editions of The Best Lawyers in America in the area of tax law and has also been selected as a fellow of the American College of Tax Counsel. She is ranked by The Legal 500 United States and Chambers USA as a leader in her field. Washingtonian Magazine named her as one of the top lawyers in Washington, D.C. Andrea is also recognized in Washington D.C. Super Lawyers. She is AV rated by Martindale-Hubbell and has the highest rating by AVVO.

Andrea had the honor of being the first woman to serve as chair of the Real Estate Committee of the American Bar Association Section of Taxation and currently serves on the Section of Taxation Nominating Committee. She also serves as Chair of the Federal Taxation of Real Estate Committee of the American Bar Association Section of Real Property, Trusts and Estates. She serves on the Advisory Board of the NYU Institute on Federal Taxation. She is also a former member of the steering committee of the District of Columbia Bar Section of Taxation and a past Chair of its Pass-throughs and Real Estate Committee. Andrea is an active member of Urban Land Institute. She also serves on the Tax Policy Advisory Committee of the Real Estate Roundtable and is a member of the National Association of Real Estate Investment Trusts.

Andrea is the author of over 100 professional articles and has delivered more than 100 lectures on tax topics at conferences across the United States, including at the Tax Executives Institute, NYU Federal Tax Institute, Texas Federal Tax Institute, Tulane Tax Institute, ABA Tax Section Meetings, AICPA Conferences, ALI-ABA and Practising Law Institute seminars, University of Texas School of Law Tax Conference, Federal Bar Association and District of Columbia Bar Association programs. Andrea was recognized as one of Maryland’s Top 100 Women for 2007 by The Daily Record which presents this award to "high-achieving Maryland women who are making an impact through their leadership, community service and mentoring."


Mark E. Wilensky
Meltzer, Lippe, Goldstein & Breitstone, LLP

Mark E. Wilensky is Partner to the firm’s Tax Law Group. Prior to joining the firm Mark was a tax attorney in the New York City office of Roberts & Holland LLP for twelve years.

In September 2017, Mark was elected a Fellow of the American College of Tax Counsel (or “ACTC”) in recognition of his exceptional degree of professional commitment to the practice of law. ACTC is a nonprofit professional association of tax lawyers in private practice, in law school teaching positions and in government who are recognized for their excellence in tax practice and for their substantial contributions and commitment to the profession.

A large part of Mark’s practice involves advising clients looking to sell, exchange, lease, or refinance real estate and take advantage of the tax deferral opportunities offered by section 1031 exchanges, installment sales, and long-term lease agreements. Mark frequently works with real estate counsel at the Firm advising clients operating as partnerships, limited liability companies, or S corporations on ways to achieve tax deferral from an exchange of property without triggering gain from receipt of taxable “boot.”

Another large part of Mark’s practice involves working with the Firm’s corporate counsel advising business entities on ways to divide a business among shareholders or partners without triggering taxable gain or otherwise counseling clients operating as limited liability companies or S corporations on ways to take advantage of the lower tax rates on capital gains when selling all or a portion of a business.

Mark also has experience settling New York State and City residency audits and advising clients on New York State and City real estate transfer tax, mortgage recording tax, and sales taxes.

Mark chaired the American Bar Association Tax Section’s Sales, Exchanges & Basis Committee from 2012 through June 2014 and is a frequent speaker at Tax Section meetings. Mark was honored by the Tax Section as a Nolan Fellow in 2011. Mark is a member of the Bloomberg BNA Pass Through Entities Advisory Board.

Some of Mark’s recent presentations include a discussion of the tax treatment of so-called “drop & swap” section 1031 exchanges and a discussion of “sale-reacquisition” techniques for avoiding taxable gain when swapping land or air rights for developed property.

Mark teaches a course in Taxation of Real Estate Transactions as an Adjunct Professor at Cardozo School of Law.

Mark brings a sense of humor to the table. An improv enthusiast, Mark regularly takes classes with some of New York City’s finest improv performers and periodically takes the stage himself with his classmates for performances at venues in New York City.

Mark and his wife Aysen keep busy raising their lovable domestic shorthair cats, Findik, Fistik, and Badik.


Donald T. Williamson
LaMonaca & Williamson

A Professor in the Department of Accounting and Taxation at American University, Donald Williamson teaches a number of subjects related to taxation. He is Director of the Masters of Science in Taxation degree program, and serves as Executive Director of the Kogod Tax Center. Mr. Williamson is a member of the Bloomberg BNA Tax Management Real Estate Advisory Board.

Dr. Williamson has also served as Adjunct Professor of Law at American University's Washington College of Law. He previously served as Senior Manager for International Taxation at the National Tax Practice Office of KPMG in Washington, D.C., and as Professor-in-Residence at KPMG's Washington office.

A certified public accountant, Williamson is a frequent lecturer to professional groups throughout the United States, and has held teaching appointments in Europe and China. He has published over 50 articles in professional and academic journals and was recognized by the Bureau of National Affairs as its outstanding author for 2007.