Brad assists taxpayers facing federal tax disputes, guiding them through the
resolution process from the administrative audit to trial. He sat second chair
in a four-day Tax Court trial involving a multimillion-dollar transferee
liability dispute. To avoid the time and expense of trial, Brad helps clients
reach positive settlements of income, estate and gift, and international tax
disputes.
In addition to his tax controversy experience, Brad routinely advises
nonprofits and charities, including public charities, colleges and universities,
supporting organizations, private foundations, and charitable trusts, in dealing
with federal tax and governance issues. Brad has significant experience
assisting non-profit organizations in obtaining exemption from federal income
tax, as well as advising these organizations regarding compliance matters,
including governance issues, self-dealing, excess benefit transactions, minimum
distributions, and unrelated business taxable income. For the past four years,
Brad has been recognized in Super Lawyers as a "Virginia Rising Star” for his
tax practice, an honor given to no more than 2.5 percent of lawyers in the state
each year.
Through his ties to the Community Tax Law Project, Brad represents low-income
taxpayers facing a Tax Court trial pro bono and he has helped more than 50
clients resolve their disputes. Brad also volunteers through the Richmond Bar
Pro Bono Clearinghouse to provide pro bono representation to nonprofits seeking
tax-exempt status and assistance resolving tax disputes.
Brad serves as president of the Board of Directors of the Community Tax Law
Project, a low-income taxpayer clinic based in Richmond, Virginia, and as a
member of the Board of Directors of iat4ss, a Virginia nonprofit working to
enhance diversity among CPAs. He also is outside general counsel to Armed
Services Arts Partnership, a Virginia nonprofit that offers supportive,
expressive arts programs at no cost to service members, veterans and military
families. ASAP is known for its Comedy Bootcamp program.
Brad is a certified public accountant licensed in the Commonwealth of
Virginia. He also is a member of the J. Edgar Murdock Inn of Court (U.S. Tax
Court).
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