Jeremy acts as outside general counsel to privately held companies in Maryland and throughout the region. With more than 20 years of experience counseling CEOs, business partners, and entrepreneurs – and an advanced degree in taxation – Jeremy provides clear, practical guidance on a wide range of transactional and general business matters.
His work for established businesses includes tax-efficient structuring of transactions, such as private placements of equity and debt, acquisitions, dispositions, reorganizations, recapitalizations, and real estate leases. In addition to transactional advice, he counsels clients on executive compensation agreements, incentive plans, succession planning, intellectual property, and employment matters, and works with clients to create multi-state tax plans and resolve tax disputes.
Jeremy also works with early-stage entrepreneurs and investors, providing initial input and advice on entity formation, financing, and developing operating and shareholder agreements. His extensive knowledge of business taxation enables him to provide pivotal guidance on key early-stage compensation arrangements, including stock options, phantom stock, stock appreciation rights, and profit interests.
He also assists with sophisticated trust and estate planning – as well as tax dispute resolution – for high net worth individuals with significant business interests, and helps nonprofit clients to obtain a variety of tax exemptions.
Jeremy oversees the firm’s work on business tax matters, and is an active member of the Maryland State Bar Association’s tax section.