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Biography

Matt has 20+ years of tax consulting experience, and focuses his tax practice on a wide range of issues including federal opportunity zone tax planning, M&A tax planning, international tax planning and compliance, and federal IRS and state controversy matters. His practice extends to preparing Reg D 506(b) and (c) private placement memorandum on federal opportunity zone offerings.

Matt is recognized for his work in federal opportunity zone tax planning which can be paired with other tax incentives, including federal tax credits or Section 1202 qualified small business stock sale exclusions. His pragmatic approach is in securing and maximizing Section 1400Z-2 generous tax benefits for his clients by navigating the various technical requirements for qualification of opportunity zone tax benefits and qualification of investment property which the Internal Revenue Code requires.

Matt has represented Fortune 500 and private companies, founders, investors, management teams, PE sponsors, family offices and individuals across a wide variety of industries including manufacturing, commercial real estate, hospitality and energy, among others. He applies his expertise and experience to assist clients in tax efficient structuring of transactions and to limit exposure to unexpected tax consequences.

Matt's Relevant Experience

Oil & Gas

Former tax director at Fortune 500 oilfield services company with global operations.

Drafting tax disclosures to private equity E&P offerings.

Advising on U.S. source income and taxation on Gulf of Mexico activity and related withholding taxes.

Analyzing income tax treaty issues and applicable income tax withholding requirements.

Other Info About Matt

Education

Law School

University of Iowa College of Law, J.D., with distinction, 1997

Graduate School

Georgetown University Law Center, LL.M. in Taxation, 2001

Undergraduate School

Morningside College, B.A. in Economics and Political Science, with honors, minor in Business Administration, 1993

Bar Memberships

Matt is licensed to practice in the following state(s):

Oklahoma

Iowa

Courts

Matt is admitted to practice before the following court(s):

U.S. Tax Court

United States Court of Federal Claims

United States District Court for the Northern and Southern Districts of Iowa

United States Federal Northern and Southern District Courts of Iowa

Civic Activities

Civic & Charitable Organizations

Arts for Healing, Member, Advisory Board

American Theatre Company, Member, Board of Directors

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