Powerful partnerships. Standout solutions.
- Harrisburg
- Phone: 717.255.7363
- Fax: 610.371.7391
- State and Local Tax
Tom is the founding member of Stevens & Lee’s State and Local Tax Group. He concentrates his practice in state and local taxes. His focus is on tax planning, tax appeals and litigation, due diligence and tax abatements and credits. In the planning and due diligence area, he has extensive experience with tax-efficient entity and transaction structures, realty transfer tax, real estate and sales tax exemptions, merger and acquisition pre-closing due diligence and planning and post-closing implementation, multistate income and receipts apportionment, property, income, unemployment compensation, gross receipts and sales tax minimization, including captive transportation companies, unclaimed property and state and local tax advice memos and opinion letters. He has represented property taxpayers in assessment appeals and nonprofit organizations in tax exemption appeals in over half of Pennsylvania’s 67 Counties. For tax abatements and credits, he identifies, negotiates and implements property tax reductions and related economic development incentives.
A Certified Public Accountant and a lawyer, Tom spent seven years with Ernst & Young, LLP, including as the Mid-Atlantic Area Director of state and local income and franchise taxes. For over 15 years, he served as tax counsel to TE Connectivity when it was known as AMP Incorporated, a Fortune 300 company.
Affiliations
- Pennsylvania Bar Association
- Tax Law Section
- Pennsylvania Chamber of Business and Industry
- Tax Executive Committee, Past Chair
- Institute for Professionals in Taxation
Education
- University of Wisconsin Law School, J.D.
- DePaul University, M.S. in Taxation
- University of Wisconsin, B.B.A.
Bar Admissions
- Pennsylvania
Certifications
- Certified Public Accountant