The 2018 Speakers
Managing & Area Practice Leader
1676 International Drive, Suite 1200
McLean, VA 22102
Greg is the managing director of the Exempt Organizations Tax practice and practice leader of the Mid-Atlantic and New York areas. He has provided advice on tax matters to clients in the healthcare, higher education, public charity, religious, private foundation, social welfare, voluntary employees' beneficiary associations, pension plans and business and professional association sectors for over 25 years. He also has extensive experience in representing tax-exempt clients during examinations by the Internal Revenue Service and State Departments of Revenue.
Greg’s experience with tax-exempt organizations provides clients with valuable insight into not only planning and structuring proposed transactions, but also analyzing completed transactions to assess the merits of tax positions associated with real estate sales, alternative investments, recurring revenue streams, expenditure analysis, transfer pricing, and reorganizations involving tax-exempt organizations. He is particularly knowledgeable about the tax aspects of financial and operational relationships that exist in multi-entity structures (e.g., corporate subsidiaries, joint ventures, disregarded entities, supporting organizations, political action committees, and related charitable and non-charitable organizations).
As a member of the AICPA's Technical Research Panel for tax-exempt organizations, Greg actively participated in the analysis of the revised Form 990 by meeting with the IRS on numerous occasions to provide comments on the form and the attendant instructions.
Greg is a frequent speaker at conferences sponsored by groups such as the:
Greg is a member of the Board of Advisors for Taxation of Exempts and is the author of numerous technical articles of interest to the tax-exempt community that were published in national periodicals, including:
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