Capitol Tax Partners is Washington’s largest independent consulting firm specializing in tax legislative and regulatory matters. The firm’s principals offer their clients an intimate knowledge of the tax-writing and rulemaking process. They have more than 100 years of experience in senior positions with the congressional tax-writing committees and the United States Treasury Department, and many years of experience representing private sector clients regarding tax matters before Congress, Treasury and the Internal Revenue Service.
Our team at Capitol Tax Partners can:
develop legislative and regulatory solutions to your problems,
devise ways to modify existing legislative or regulatory proposals to address your needs, and
identify opportunities presented by pending or enacted changes.
The Professionals on Our Team
- is a founding partner of Capitol Tax Partners, and has extensive experience in tax policy and tax planning.
- previously served as the Assistant Secretary for Tax Policy for the U.S. Treasury Department during the Clinton Administration. In that capacity, he had supervisory responsibility at Treasury for policy decisions relating to all Federal tax matters, including the President's budget proposals, other legislation regulatory guidance, and tax treaties. Also he directly advised the President, the Secretary of the Treasury and other senior Administration officials on matters of tax policy and tax legislative strategy. He previously had served at Treasury as the Deputy Assistant Secretary for Tax Policy and the Tax Legislative Counsel.
- before joining the Treasury Department, served from 1995 to 1997 as the Chief Democratic Tax Counsel of the Senate Finance Committee under Senator Daniel Patrick Moynihan (D-NY) and from 1992 to 1995 as Legislation Counsel to the Joint Committee on Taxation.
- prior to his tenure in government, he worked in the Washington office of Akin, Gump, Strauss, Hauer & Feld from 1984 to 1992, where he specialized in transactional tax planning.
- currently serves on the Board of Advisors to the Tax Policy Center and was chair of the Formation of Tax Policy Committee, American Bar Association Tax Section. He also currently serves as an adjunct tax professor at Georgetown University Law Center, where he teaches tax policy. He was President of the Board of Adventure Theatre Musical Theatre Center for several years.
- has been chosen for many years as one of the Best Lawyers in America in both tax and government relations. He also has been chosen as a top ten leading lawyer in government relations by Legal Times and one of the five top tax lobbyists in Washington by Tax Notes magazine. Recently, he was listed in Washington Life's Power 100.
- holds a J.D. from the University of Virginia School of Law, and a B.S. in Commerce from the University of Virginia. He was admitted as a certified public accountant in Maryland in 1981.
- served as legislative director and tax counsel to former U.S. Senator Malcolm Wallop (R-WY), a senior member of the Senate Finance Committee.
- while working on Capitol Hill was instrumental in the development and enactment of several key tax bills and tax policy initiatives, including The Economic Recovery Tax Act of 1981 (ERTA), The Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA), The Deficit Reduction Act of 1984, and the President’s Proposals on Tax Reform of November 1984.
- has been a tax consultant and tax lobbyist for over 25 years representing clients before Congress, the Department of the Treasury, and the Internal Revenue Service.
- formed Capitol Tax Partners with colleague and partner Jon Talisman in 2001. Capitol Tax Partners is the largest independent tax advocacy group in Washington, DC..
- has been named every year since 2006 one of Washington DC’s “Best Lawyers” in tax law and in government relations law.
- holds a B.S. in Accounting and a J.D. degree from the University of Wyoming (1979) and has been accredited in Wyoming in both accounting and law.
- served as the Tax Legislative Counsel for the U.S. Treasury Department for three years, with direct responsibility for policy decisions relating to all domestic Federal tax matters, including the President's budget proposals, other legislation, regulatory guidance, and Treasury reports.
- oversaw the completion of over 300 guidance projects at Treasury.
- served for ten years on the staff of the Joint Committee on Taxation, first as Legislation Counsel and later as the Associate Deputy Chief of Staff.
- developed and analyzed legislative proposals, helped in drafting bill language, and wrote tax legislative history.
- was extensively involved in all major tax legislation, including the Omnibus Budget Reconciliation Act of 1990, the Omnibus Budget Reconciliation Act of 1993, the Small Business Job Protection Act of 1996, and the Taxpayer Relief Act of 1997.
- was a Tax Manager for Arthur Andersen & Co. in Chicago where he specialized in accounting methods, cost recovery, mergers and acquisitions, and consolidated return issues.
- served as an adjunct professor at DePaul University.
- is current chairman of the Formation of Tax Policy Committee, American Bar Association Tax Section and a member of the Steering Committee, Federal Bar Association Tax Section.
- has testified before Congress on numerous occasions and has spoken frequently to business and legal groups.
- holds a J. D. from DePaul University College of Law, and a B.S. in Accountancy from the University of Illinois, and is a certified public accountant.
- served as the Deputy Chief of Staff of the Joint Committee on Taxation (JCT) from summer 1998 to fall 2000. Responsible for major tax simplification and tax-exempt studies issued by JCT.
- was the Deputy Republican Staff Director of the Senate Finance Committee responsible for tax and health care legislation before the Committee.
- served as Senior Republican Tax Counsel for the Senate Finance Committee, responsible for general business tax issues, tax-exempt organizations, employee benefits, tax accounting, and IRS compliance.
- was a partner in Arthur Andersen's National Office of Federal Tax Services, was the leader of the firm's legislative practice and involved in regulatory and administrative issues before the Treasury Department and the Internal Revenue Service.
- was a partner with Ernst & Young and National Director for Washington Tax Services focusing on tax issues before Congress or pending within Treasury or the IRS.
- is widely known as an expert on Senate and House parliamentary procedural rules as well as budget process rules.
- has been a frequent commentator on tax and budget issues for CNN, CNBC, and PBS Nightly Business News.
- holds a B.A. degree in accounting from Walsh College in Ohio, a J.D. degree from the University of Akron School of Law, and an LL.M. degree from Georgetown University Law Center.
- was Staff Director of the Senate Republican Policy Committee, where he acted as the senior advisor to RPC Chairman Jon Kyl (R-AZ) on Senate leadership issues and helped develop legislative strategy with other senior House and Senate leadership aides.
- previously served as Tax Counsel and Legislative Director to Sen. Kyl, where he worked closely with Senate Finance Committee members and staff and was involved in all tax legislation that came before the Committee, including the Economic Growth and Tax Relief Reconciliation Act of 2001.
- served as Tax Counsel to House Ways and Means Committee member Sam Johnson (R-TX), where he worked with House Ways and Means Committee staff on all tax-related matters.
- was a trial attorney in the United States Department of Justice Tax Division, where he was responsible for all aspects of a broad range of civil actions brought by and against the United States in federal district, bankruptcy, and state courts.
- clerked for the Honorable Robert J. Yock, United States Court of Federal Claims.
- served as a Surface Warfare Officer in the United States Navy.
- holds a B.A. in Political Science from the University of Michigan (Ann Arbor), a J.D. from American University, and a LL.M. in taxation from New York University.
- was the Republican Tax Counsel for the Senate Finance Committee in the 109th and 110th Congresses, primarily responsible for corporate and international tax matters.
- as Finance Committee Tax Counsel, advised members on all major tax legislation from summer 2005 through spring 2008, including the Gulf Opportunity Zone Act of 2005, the Tax Increase Prevention and Reconciliation Act of 2005, the Tax Relief and Health Care Act of 2006, and the Small Business and Work Opportunity Tax Act of 2007.
- before joining the Finance Committee staff, served as Senior Tax Counsel and Senior Director of Tax Compliance and Financial Reporting at a major pharmaceutical company, as a Senior Tax Counsel at a large manufacturing and technology company, as a tax associate at a major New York law firm, and as a tax consultant at a Big Four accounting firm.
- holds a B.S. in Finance from Penn State University, a J.D. from Columbia Law School, and an L.L.M. in Taxation from New York University School of Law.
- served as Staff Director of the House Ways and Means Subcommittee on Select Revenue Measures during the 111th Congress and as tax counsel to the House Ways and Means Committee for the 110th Congress.
- was Legislative Director for Rep. Richard Neal (D-MA), a senior Member of the House Ways and Means Committee.
- previously served as Tax Counsel to the Senate Finance Committee, where she was responsible for a range of legislative issues, including business and individual tax issues.
- served as a legislative aide to several Hill members in the past, including Senate Majority Leader Harry Reid (D-NV), Ways and Means Member Rep. Lloyd Doggett (D-TX), and Rep. Ralph Hall (R-TX), when he was a Democrat.
- served as Assistant Attorney General in the Office of the Texas Attorney General and Committee Counsel to the Business and Commerce Committee in the Texas House of Representatives.
- is a member and past Co-Chair of the Tax Coalition, and a member and past President of the Capitol Hill Chapter of the Federal Bar Association.
- was named “One of 20 Tax Staffers to Know” by Tax Notes Magazine in 2010.
- holds a B.B.A in Finance from the University of Texas at Austin Business School and a J.D. from the University of Texas at Austin School of Law.
- is a member of the State of Texas bar and is admitted to practice before the U.S. Supreme Court.
- was Legislative Director and Tax Counsel to House Ways and Means Committee member Todd Young (R-IN), where he advised the Congressman on tax, banking, judiciary and budget-related issues.
- was a Republican staff member of the Senate Small Business Committee under then-Sen. Olympia Snowe (R-ME).
- was an aide to then-Sen. Gordon Smith (R-OR).
- holds a B.A. in Political Science from the University of Oregon, a J.D. from Washington and Lee University in Lexington, VA, and an L.L.M. in Taxation at Georgetown University Law Center.
- is a member of the Virginia State Bar.
- served as Staff Director of the Ways and Means Oversight Subcommittee, with jurisdiction over all tax law and oversight of all tax compliance and tax administration issues.
- was the primary House staff member with responsibility for the Internal Revenue Service Restructuring and Reform Act of 1998 and legislation requiring disclosure by Sec. 527 political organizations.
- worked on a wide range of tax issues including the expiring tax provisions, energy tax issues, tax exempt organizations, pension and employee benefit tax issues, the low income housing credit, the rehabilitation credit, transportation infrastructure tax issues, and estate tax issues.
- served as Chief of Staff to Rep. Amo Houghton, a senior member of the Ways and Means Committee, assisting him with broad range of issues including international tax reform, insurance tax issues, and tax simplification.
- was involved with consideration of every major tax bill between 1995 and 2003.
- served as Legislative Director to Rep. Rod Chandler, providing primary staff support for the congressman’s work on the Ways and Means Committee, and the Subcommittees on Health and Oversight, with an emphasis on pensions and benefits, health and tax issues.
- was a Vice President of the Dutko Group, representing a number of clients on tax and health care issues.
- has a B.A. in Political Science from the George Washington University and has done coursework at the Georgetown University Center for Professional Development.
- served as Vice President, State Tax Policy at Verizon Communications, and Assistant General Counsel, Federal and State Tax Policy at Verizon Wireless. While at Verizon/Verizon Wireless, she was instrumental in numerous Federal and state tax reform initiatives, including successful efforts to develop and enact the Mobile Telecommunications Sourcing Act, to extend and expand the Internet Tax Moratorium to all forms of broadband access, and to repeal the Federal Excise Tax on wireless communications services, as well as current efforts regarding the Cell Phone Tax Moratorium and to provide a national framework to prevent unfair taxation of Digital Goods and Services.
- previously served as Vice President and Legislative Counsel at the Council On State Taxation (“COST”), the leading trade association representing large, multistate businesses regarding state tax issues. At COST, she led numerous state tax legislative reform efforts. She also aggregated and presented the COST 50-State Study and Report on Telecommunications Taxation to the Advisory Commission on Electronic Commerce established by the Internet Tax Freedom Act.
- before that, she served as State Tax Counsel for Bell Atlantic, where she managed state tax legal matters, including legal analysis and controversy work, tax planning, and legislative initiatives for Bell Atlantic and Bell Atlantic Mobile.
- has testified a number of times regarding tax legislation before Federal and state legislative committees and is a frequent speaker at national conferences on federal-state tax policy issues.
- holds a B.A. in History from Dartmouth College, and a J.D. from the Georgetown Law Center, cum laude.
- served as the Chief Democratic Tax Counsel on the Senate Finance Committee, where he served as a senior tax policy advisor to the Chairman and Democratic members of the Committee, and was responsible for developing and promoting tax law changes involving all aspects of the tax code, including corporate and international tax reforms, pensions, compliance issues, tax-exempt organizations, energy tax incentives, and taxpayer safeguards and protections
- previously served as Chief Investigative Counsel on the Senate Finance Committee and was responsible for investigations and oversight.
- previously served as Assistant Counsel to the Oversight Subcommittee of the House Ways and Means Committee, where he worked on a wide range of tax issues, with a particular emphasis on Internal Revenue Service and Treasury Department operations and on Congressional investigations.
- worked in the Internal Revenue Service in the Office of Chief Counsel, where he focused on tax shelter litigation and TEFRA partnership issues.
- was a partner in a major national law firm and was a senior manager for the Federal Legislative Services Group at a Big 4 accounting firm, where he advised clients on tax legislative issues.
- holds B.S. degrees in Political Science and Economics from the American University, a J.D. from the University of Toledo, and an L.L.M. in Taxation from Georgetown University Law Center.
- was the chief Congressional tax reporter for the Bureau of National Affairs, Inc. and has more than a dozen years of experience covering legislative and regulatory developments on and around Capitol Hill.
- covered most of the key tax laws enacted within the last several years, including the Economic Growth and Tax Relief Reconciliation Act of 2001 and the Jobs and Growth Tax Relief Reconciliation Act of 2003, among others.
- developed an extensive network of contacts on Capitol Hill and in the Treasury Department.
- reported on tax and budget issues for Commerce Clearing House Inc., including 1990 "budgetsummit."
- served as a press officer for the Massachusetts Department of Environmental Protection, developing media strategies and writing speeches, newsletter articles, and press releases for the environmental regulatory agency.
- earned a B.S. in Journalism and a B.A. in Political Science from Boston University.
Our entire team of seasoned professionals work together to provide our clients sophisticated tax legislative and regulatory policy services and strategic planning advice on U.S. and international tax matters.