Megan is a member of FBT’s Tax Practice Group. She works with companies at all stages and is able to guide founders through the tax issues that arise at each stage with a forward-looking approach toward planning and growth. Megan takes an energetic and business-oriented approach to her practice, with the client’s goals, priorities, and concerns at the forefront of every transaction and project. She counsels entrepreneurs through forming and launching a business, adding employees and granting incentive equity and taking advantage of federal, state, and local tax incentives during the growth stage, to exiting that business in a way that optimizes the founder’s return.
Megan also represents investors and investment funds. Megan’s first job out of law school was at a boutique tax firm advising and structuring complex tax-deferred investments made through Section 1031 like-kind exchanges, qualified opportunity zones, and Section 1042 sales of stock to employee stock ownership plans. This background gives her the skills to assist investors in analyzing venture transactions with a tax lens and an eye for long-term planning, and also to counsel investors on fund formation and exit of opportunity zones and other special tax vehicles.
Structures, establishes, and monitors compliance with respect to qualified opportunity zone funds and qualified opportunity zone entities.
Advises on formation, organization, and restructuring of partnerships, C corporations and S corporations for tax and growth purposes.
Contributes to private letter ruling requests, memorandums, and tax opinions.
Structures Section 1031 like-kind exchanges, involving complexities with variations of interests, partnership divisions, related parties, and tenant in common interests.
Advises portfolio companies, founders, service providers, investors, and funds with respect to Section 1202 and Section 1045 eligibility, planning, and documentation.
Advises startup and venture-backed companies with respect to tax consequences of entity formation, equity incentives, restructuring, and investment vehicles such as convertible debt, SAFEs and grants of preferred stock.
Converts entities taxable as partnerships (LLC/LPs) to corporations, and related tax planning for early-stage companies.
Assists clients through reorganizations, tax controversies, and other complex transactions.
Advises on a range of corporate transactional matters including corporate formation, entity structure, and governance.
Drafting and advising startup and venture-backed companies with respect to equity incentive plans (including restricted stock, stock options, and profits and capital interests), and phantom equity plans.
University of Cincinnati College of Law, J.D., 2020, cum laude
The Ohio State University, B.S., 2017, magna cum laude
Cincinnati Bar Association
American Bar Association (Section of Taxation)