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Overview

Samuel brings a detail-oriented mindset, the capacity to make complex concepts easy to understand, and a collaborative attitude to his work for high-net-worth clients.

A certified public accountant, Samuel holds two advanced degrees in taxation and specializes in the design and implementation of advanced estate planning concepts and U.S. and international tax structuring matters for high-net-worth individuals and their businesses.

Prior to attending law school, he was a tax associate at a leading global accounting firm, where he focused on U.S. and International tax compliance matters. While in law school, Samuel served as an extern at the Internal Revenue Service, Office of Chief Counsel, Large Business & International Division.

Samuel takes a holistic approach to each client, employing strategies to maximize available tax benefits and safeguard generational wealth. He is also heedful of other concerns high-net-worth individuals and groups have, such as asset protection strategies, limiting liability exposure, business succession planning and other areas many of which are often unrelated to financial matters.


Service

Education

  • J.D., Northwestern University Pritzker School of Law
    • cum laude
    • Journal of Criminal Law & Criminology, Associate Editor
  • LL.M., Taxation, Northwestern University Pritzker School of Law
    • with honors
    • The Tax Lawyer, Student editorial board
  • M.Tax, Taxation, Arizona State University W.P. Carey School of Business
    • Deloitte & Touche Masters of Taxation Scholar
    • School of Accountancy Graduate Scholar
  • B.S., Arizona State University W.P. Carey School of Business
    • summa cum laude
    • Barrett Honors College Graduate

Admissions

  • Arizona
  • Illinois
Outside the Office

Samuel enjoys family time, especially if it involves the outdoors. He enjoys hiking and traveling with his wife, daughter, and corgi.

Community Leadership
  • Junior Counselor, American Legion Boys State of Arizona

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