Brad works extensively with nonprofit organizations, navigating tax, regulatory, and governance matters, guiding charities and other nonprofits through formation, reorganizations, mergers, affiliations, and dissolution, and advising on innovative use of charitable assets, including social impact bonds and other forms of impact investing.
Brad also provides planning advice for international and domestic families, including structured charitable giving, estate planning and lifetime gifting strategies, and coordination of tax and legal requirements for cross-border families.
Brad has over a decade of private practice with national firms and also previously worked as a tax law specialist with the Exempt Organizations Division of the IRS in Washington, D.C. He currently serves as Co-chair of the Boston Bar Association Tax Exempt Organization Section and is member of the Professional Advisory Board of CAF America and the Professional Advisors Network of the Boston Foundation. He is a Fellow of the American College of Trust and Estate Counsel and Vice Chair of the Boston Chapter of the international Society of Trust and Estate Practitioners.
Before his legal career, Brad obtained advanced degrees in English language and literature and taught medieval literature at universities in the United Kingdom, Japan, and the United States.
“Philanthropists, charities, and socially minded companies are seeking increasingly innovative ways to leverage the impact of social investments. Effective solutions require careful balancing of individual investment goals, community impact, and legal and governmental constraints. Helping clients align these disparate concerns to find new ways to further their personal and charitable goals is incredibly rewarding.”