Chad has worked in public accounting since 2001. He specializes in the tax implications of mergers and acquisitions transactions, including tax due diligence, tax structuring, and federal income tax research, writing, and technical analysis. He advises private equity and strategic corporate clients on the applicable federal and state income tax issues and the potential tax benefits and disadvantages of entering into both domestic and cross-border transactions. Chad has deep technical knowledge of section 382 net operating losses issues; determination of earnings, profit and stock basis; application of the consolidated federal income tax rules; cancellation of debt issues; and worthless stock deductions. During his Big Four experience in the San Francisco Bay Area, he worked with many large corporate tax clients and has extensive experience with technology and Internet companies, both closely held and venture backed.
- Massachusetts State Bar
