Alexis, a partner in the Tax group, has broad experience counseling businesses, nonprofit organizations and individuals on a wide range of transactional federal income tax matters and Ohio tax controversy matters before the Ohio Department of Taxation and Ohio Board of Tax Appeals.
Alexis advises clients on aspects of corporate and partnership taxation, including the tax consequences of mergers and acquisitions involving private equity funds and regulated investment companies. She regularly advises clients on transactions involving Section 1202 qualified small business stock, transactions involving New Markets Tax Credits, and renewable energy transactions involving the Section 48 and 48E investment tax credits, including the transfer of investment tax credits. She also counsels tax-exempt organizations on organizational and governance matters, including formation, obtaining favorable tax-exempt determinations and reinstatement as well as late exemption applications and reclassifications from private foundation to public charity status.
