Alexis, a senior managing associate 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 and renewable energy transactions involving the Section 48 investment tax credit. 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.
