“I am a corporate tax attorney who counsels clients on highly sophisticated business tax matters.”
Jake is a member of the firm’s Business & Corporate Law Group, where he regularly counsels closely held and publicly traded corporate and flow-through clients regarding complex tax issues, focusing primarily on engineering and implementing strategic tax planning objectives to optimize client-specific tax opportunities through structuring dissociated buy- and sell-side merger and acquisition transactions, acquisitive reorganizations, enterprise restructurings, corporate divisions (spin-offs, split-offs, and split-ups), stock redemptions, liquidations, and specialty asset purchases while navigating intricate international, federal, state, and local tax frameworks.
Jake also has substantial experience in non-transactional matters including providing tax controversy and audit defense representation, preparing and claiming federal tax credits, filing state bad debt refund claims, conducting reverse tax audits, and resolving reporting and filing obligation noncompliance across international, federal, state, and local tax regimes.
Jake advises clients, including tax-exempt entities, operating across a diverse array of industries encompassing manufacturing, construction, hospitality, retail, healthcare, telecommunications, utilities, alternative energy, emerging technologies, financial institutions, investment funds, and private equity.
Prior to joining Howard & Howard, Jake served as a senior tax consultant for the largest global public accounting and consulting firm worldwide, regularly advising Fortune 500 companies to address their business needs.
Services
Business & Corporate
Our business is business–your business. We offer vast experience in a full array of corporate legal services.
Credentials
Education
- University of Illinois Chicago School of Law
- LL.M., Taxation
- Mercer University
- J.D.
- Certificate in Corporate Finance, via M.B.A. Curriculum
- Indiana University
- B.A., Political Science; Secondary Emphasis in Economics & Business Minor
Memberships
- American Bar Association
- Taxation Section
- Chicago Bar Association
- Tennessee Bar Association
- Taxation Section
- Illinois Bar Association
- Taxation Section
Admissions
- Illinois, 2022
- Tennessee, 2019
Experience
Presentations
- North Shore General Counsel Association Meeting, March 9, 2023, co-host.