I’m licensed as an Attorney, a Certified Public Accountant, and also a Certified Financial Planner. I’m also Board‑Certified as an Estate Planning Law Specialist by the ABA‑accredited Estate Law Specialist Board.
I’ve taught continuing education courses to attorneys around the country, have had articles on Bitcoin, self-directed IRAs, and tax planning published in Coindesk and Bitcoin Magazine, and have been featured in Bloomberg Tax.
I earned my BA With Honors from Rutgers University and my Juris Doctor from Rutgers Law School.
I restrict my boutique law practice to three areas: Bitcoin & cryptocurrency tax matters, Self-Directed IRAs and 401(k)s, and estate planning. This narrow focus is very intentional. As complex as most legal and tax issues are today, most clients benefit from a professional with deep knowledge in a very specific area.
I believe I’m a lot different from other lawyers and CPAs. My focus is multi-disciplinary, ranging from my credentials in the law, taxation, and finance, to my studies in the areas of cryptocurrency, efficiency and technology. When I put this all together, it means I see the big picture for my clients.
I’m pretty easygoing and easy to reach from wherever you may be in the USA or abroad, so if you have any questions you can always feel to contact me.