Profile

Tim Co-Chairs the Firm’s Corporate & Tax Group and also practices in the Estate Planning and International Law Groups.

As an attorney, Tim has been recognized as one of The Best Lawyers in America©. He has also received the highest peer review rating of AV® from Martindale Hubbell.

Tim focuses his practice on federal tax law, corporate law and estate planning. He acts as outside corporate legal counsel to several closely held companies. Since Tim is also a CPA, he advises his corporate clients and their owners on tax planning and other transitional issues including structuring mergers, acquisitions, tax-free/deferred exchanges, financing, entity formation, and liquidations.

Tim regularly speaks to fellow lawyers and certified public accountants on a variety of legal and tax issues including: choice of entity, preparing Limited Liability Company operating agreements, shareholder agreements, partnership taxation, ethics, and tax issues associated with oil and gas leases.

Tim spent several years working for a large international tax and accounting firm. That background helped Tim view transactions from both a legal, tax and accounting perspective.

Tim not only practices law in Harrisburg, PA, but resides there with his family and is active in the community.

EXPERIENCE/REPRESENTATIVE CASES

Represented a privately held subchapter C corporation and its owner in the structuring of the sale of its operations in the most tax effective manner, including the allocation of a portion of the purchase price to personal goodwill which allowed significant tax savings.

Represented privately held company in $22 million refinancing transaction with its lenders which allowed our client to double the size of its current facilities and make improvements to become more efficient.

Represented family owned company in the manufacturing industry and its majority shareholders in the purchase of stock from deceased, minority shareholder’s estate.

Represent closely held company in the life sciences industry with startup operations including drafting and negotiating distribution agreements for various products.

Represented client in litigation in the United States Tax Court after significant disagreements with the IRS examiner over certain audit adjustments.

Represented privately held client in purchase of large manufacturing facility and ongoing operation in the housing industry.

EDUCATION

University of Scranton, B.S., 1988

Widener University School of Law, J.D., 1995

MEMBERSHIPS

Dauphin County Bar Association

Pennsylvania Bar Association Tax Law Section

Pennsylvania Institute of Certified Public Accountants, Federal Tax Committee

Family Support of Central Pennsylvania, President, Board of Directors

MidPenn Legal Services, Low Income Tax Clinic, Advisory Committee Member

Caitlin’s Smiles, Treasurer, Board of Directors

Certified Public Accountant

HONORS/AWARDS

The Best Lawyers in America®, Trusts and Estates, 2012-present

Highest Peer Review Rating of AV® established by Martindale Hubbell

COURT ADMISSIONS

U.S. District Court – Middle District of Pennsylvania

U.S. Court of Appeals for the Third Circuit

U.S. Tax Court

Bar Admissions

Pennsylvania

PUBLICATIONS

November 23, 2020 - Further Guidelines on PPP Loans
McNees Client Update

November 3, 2020 - PPP Loans - New Necessity Questionnaire

September 15, 2020 - Estate Planning and the Upcoming Elections
McNees Insights

June 9, 2020 - New Legislation Eases “PPP” Loan Forgiveness Restrictions
McNees Corporate & Tax Client Update

May 27, 2020 - PPP Loans and Forgiveness:  FAQ
McNees Corporate & Tax Update

May 13, 2020 - JUST RELEASED: New Guidance on SBA Certification and Safe Harbor
McNees Corporate & Tax Update

May 1, 2020 - Non-deductibility of Expenses Incurred in Connection with PPP Loan Forgiveness
McNees Corporate & Tax Update

April 30, 2020 - Price Gouging - It Could Cost You
McNees Client Alert

April 21, 2020 - SBA Issues Paycheck Protection Program Guidance for Individuals with Self-Employment Income
McNees Corporate & Tax Client Update

April 14, 2020 - Federal Reserve Bank Relief: Loan Facilities Overview
McNees Corporate & Tax Client Update

April 8, 2020 - SBA Issues Additional Guidance for Paycheck Protection Program
McNees Corporate & Tax Client Update

April 6, 2020 - CARES Act: Additional Tax Related Relief
McNees Corporate & Tax Client Update

March 30, 2020 - Cares Act: Paycheck Protection Loans Summary
Corporate & Tax Client Update

March 25, 2020 - Refundable Tax Credits Provide Relief for Employers
Corporate & Tax Client Update

March 13, 2020 - Estate Planning and Coronavirus
McNees Insights

May 9, 2018 - IRS Gains At The Expense of Partnership Owners
Corporate & Tax Client Update

May 31, 2016 - How to Lessen the Tax Bite When Selling a Business

August 16, 2013 - It's Your Business News
In this issue: Making the ‘Right’ Choice l Top Ten Mistakes Businesses Make Regarding Insurance l You’ve Got the Job, Details Will Follow