Overview

Alexis, an associate in the Tax group, has broad experience counseling businesses, nonprofit organizations and individuals on a wide range of tax matters.

She drafts opinion letters on a variety of income tax issues and tax-exempt organization compliance issues. She also counsels nonprofit entities 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.

Additionally, Alexis has experience advising individuals on complex income and estate tax reduction structures.

While attending law school, Alexis served as a judicial extern for Ohio Supreme Court Chief Justice Maureen O’Connor. She also was an extern for Cuyahoga County Probate Court Judge Anthony J. Russo.

Experience

Examples of Alexis’s experience include:

  • Assisting developer clients with formation of Qualified Opportunity Funds for investment in Qualified Opportunity Zones.
  • Obtaining six private letter rulings from the IRS on income exclusion of semi-public entities under Code Section 115.
  • Representing individuals before the IRS in Offshore Voluntary Disclosure of offshore financial accounts.
Publications
Professional and Civic

Professional Associations

  • Cleveland Metropolitan Bar Association, member, Women in the Law and Estate Planning Sections
  • Tax Club of Cleveland
  • Ohio State Bar Association
  • Estate Planning Council of Cleveland

Community Activities

  • Family Connections, secretary (2018–2019) and board member
  • On Board Cleveland Class of 2018, Cleveland Leadership Center
  • Women in Crisis Legal Clinic, Legal Aid Society of Cleveland in conjunction with CMBA Women in the Law Section
  • University Circle UMC, Leadership Council