Tax Credit Transaction Structuring: Expertly structures complex transactions involving federal and state tax credits, including LIHTC, HTC, and ITC, to maximize client benefits and ensure compliance with relevant regulations

Strategic Investment Planning and Risk Assessment: Develops and executes strategic plans tailored to meet the specific investment goals of institutional clients, integrating financial, tax, and market analysis for informed decision-making. Conducts rigorous financial and accounting stress tests on property and fund investment projections, providing clients with thorough risk assessments and mitigation strategies

Industry Research and Leadership: Acts as a key resource in the affordable housing and tax credit industries, contributing to consulting research, publishing thought leadership, and providing real-time tax research and analysis to both internal and external clients