
Education
- Notre Dame Law School (J.D., Magna Cum Laude, 1989)
- Creighton University (B.A., 1986)
Admissions
- Nebraska (1992: Sustaining Member)
- Iowa (2007)
- Illinois (1989 (Inactive Member))
- Certified Public Accountant Certificate (Inactive)
News
More NewsEvents
More EventsMcGrath North Hosts Privacy & Data Protection Summit
On December 6, 2022, McGrath North held its Privacy & Data Protection Summit at the Scott Conference Center in Omaha, Nebraska. The over 100 attendees from almost 70 companies at the half-day event had the opportunity to hear speakers and panelists, including guest experts from the industry, share insights on key topics including:
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Publications
More PublicationsThe Challenge Of Cryptocurrency Tax Reporting – Clients Shoot For The Moon While Tax Preparers Seek Strong Footing Here On The Ground
It is clear that the IRS is increasingly focused on tax reporting for cryptocurrencies, which the IRS classifies as property rather than currency. (See Notice 2014-21, 2014-16 IRB 938). Last tax season, tax preparers, along with their clients, in many cases struggled getting accurate cryptocurrency transaction records. In some circumstances, preparers charged clients higher return preparation fees if the return included any cryptocurrency-related transactions even though the client might only have been dabbling in cryptocurrency transactions as a sideline.
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Nebraska's Health Care Surrogacy Act
In the course of their practice, client advisors often become aware of situations where longtime clients and/or family members of clients become incapable of making health care decisions for themselves. Absent a properly executed health care power of attorney, oftentimes the only advice in such situations is the initiation of expensive and time consuming legal guardianship proceedings to have a court appoint a surrogate, or guardian, to make such decisions.
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- Omaha Bar Association
- Nebraska State Bar Association
- Iowa State Bar Association
- American Bar Association
- Nebraska Society of CPAs
- Omaha Estate Planning Council
- International Association of Privacy Professionals
- Listed: “Best Lawyers in America”, Privacy and Data Security Law, Tax Law
- “Best Lawyers in America” Omaha Lawyer of the Year, Tax Law, 2016
- Listed: Martindale-Hubbell, AV/Preeminent Rating
- Chartered Advisor in Philanthropy® (CAP®)
- Certified Information Privacy Professional/United States (CIPP/US), International Association of Privacy Professionals
- Articles Editor, Notre Dame Law Review
- Beta Gamma Sigma
- Beta Alpha Psi
- Phi Alpha Theta