Practice Expertise

  • Tax
  • Business Tax-in development
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Areas of Practice

  • Business Tax-in development
  • Tax
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  •  

WSG Practice Industries

Profile

Caroline's practice focuses on federal income tax law, with emphasis on the tax aspects of REITs, asset securitization, REMICs, mutual funds, private investment funds, other financial products and international investment transactions.

Bar Admissions

    Education
    JD, Vanderbilt Law School, Member, Vanderbilt Journal of Transnational Law, 1995

    BA, English and French Literature, University of Virginia, with distinction, Phi Beta Kappa, 1992

    Areas of Practice

    • Business Tax-in development
    • Tax

    Professional Career

    Significant Accomplishments
    • Assisted in structuring and providing tax opinions for a large number of REIT formation and REIT M&A transactions. 
    • Performed due diligence for issuers and underwriters in connection with initial public offerings and secondary public offerings of equity and debt securities of REITs.
    • Advised issuers regarding tax issues in connection with public and private offerings of equity and debt securities.
    • Represented buyers and sellers in real property transactions using creative tax-planning strategies, including REIT operating partnership units and like-kind exchanges.
    • Experience with financial products and capital markets transactions.


    Professional Associations
    • Member, American Bar Association, Tax Section, Financial Transactions Committee and Real Estate Committee


    Articles

    • Recent Changes Curtail Banks' use of Captive REITS - With Harsher Rules Proposed, Co-author, 01/01/99

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