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Practicing in the Business Law and Estates and Trusts Groups, Brad works extensively with private business owners, affluent individuals, closely held businesses, and technology-based firms to strategically integrate business, estate, and charitable planning objectives.
For many closely- and privately-held business clients, he also serves as outside general counsel and advises on key initiatives such as business and strategic planning, commercial transactions, corporate governance, and estate and succession planning.
Combining his legal experience with his experience as a former certified public accountant at an international CPA firm, he also advises on federal and state tax issues.
Brad's work has included:The formation, acquisition and sale of manufacturing, high tech, and service-related companiesRaising capital through private placementsNegotiating and securing traditional as well as venture capital financingStructuring sophisticated estate and succession plans for closely held business owners and high net worth individualsSuccession planning for closely held businessesA frequent lecturer and author on closely held business and tax topics, federal and state tax issues, and estate planning, his article on tax provisions was cited by the Supreme Court of the United States. Brad also has appeared nationally on Bloomberg Television and Fox News websites for his business, tax, and succession planning advice. He has also been published in U.S. News & World Report.
Brad is also the creator of The Succession SolutionSM, a customized program to assist closely held businesses in their transition into the next generation. He is also the author of The Succession SolutionSM: The Strategic Guide to Business Transition.
Pennsylvania, 1987
U.S. District Court Western District of Pennsylvania, 1987
U.S. Tax Court, 1989
Supreme Court of Pennsylvania
American Bar Association (Member, Sections on Taxation and Corporate Law)
Pennsylvania Bar Association (Member)
Allegheny County Bar Association (Member, Sections on Taxation, Real Estate, and Corporate Law)
Board Directors and Past President, The Northern Allegheny Chamber of Commerce
Pittsburgh Youth Symphony Orchestra (Member)
Allegheny County Bar Association (Member)
American Institute of Certified Public Accountants (Member)
Pennsylvania Institute of Certified Public Accountants (Member)
Young Presidents Association (Member)
University of Pittsburgh School of Law, Pittsburgh, Pennsylvania, 1987 J.D.
Honors: cum laude, Order of the Coif, Robert Maxwell DeBroff Award, Law Review: University of Pittsburgh Law Review, Member, 1986 - 1987
Pennsylvania State University, Middletown, Pennsylvania, 1980 B.S.