Focus Areas
Examples of Alexis’s experience include:
- Advising on mergers and acquisitions, corporate restructurings, joint ventures and corporate liquidations.
- Advising private equity funds on acquistitions of telecommunications portfolios.
- Advising regulated investment companies on tax-free reorganization matters.
- Working as part of a team to obtain a favorable multi-year settlement with the Ohio Department of Taxation on behalf of a client at the Ohio Board of Tax Appeals.
- Performing tax due diligence for Section 48 investment tax credit equipment leasing transactions, including analysis of the economic substance doctrine.
- Assisting developer clients with formation of Qualified Opportunity Funds for investment in Qualified Opportunity Zones.
- Obtaining six private letter rulings from the IRS on income exclusion of semi-public entities under Code Section 115.
- Representing individuals before the IRS in Offshore Voluntary Disclosure of offshore financial accounts.
- “Tax Court Addresses Limited Partners’ Self-Employment Tax Status,” Thompson Hine Tax Update, December 2023
- “Risks and Rewards of Purchasing Renewable Energy ITCs,” Tax Notes, November 2023
- “Tax Changes in Ohio’s Biennial Budget Benefit Individuals and Businesses Alike,” Thompson Hine Tax Update, July 2023
- “Section 1031 Final Regulations Defining Real Property and Effect on Qualified Intermediary Exchanges,” Thompson Hine Tax Update, April 2021
- “Consolidated Appropriations Act, 2021: Implications for Business,” Thompson Hine COVID-19 Update, December 30, 2020
- “Qualified Opportunity Fund Investment Extension from IRS Doesn’t Grant Full Relief,” Thompson Hine Qualified Opportunity Zones Update, September 2020
- “Funding a Startup? Consider the Section 1202 Capital Gain Exclusion,” Thompson Hine Business Law Update, Spring 2020
- “IRS Grants Relief to Deadlines for ‘Like-Kind’ Section 1031 Exchanges,” Thompson Hine COVID-19 Update, May 1, 2020
- “CARES Act: Implications for Businesses,” Thompson Hine COVID-19 Update, March 28, 2020
- “Federal CARES Act Provides Substantial Relief to Employers from Effects of COVID-19,” Thompson Hine COVID-19 Update, March 2020
- “IRS Issues Proposed Regulations Regarding Withholding Obligations on Transfers of Partnership Interests by Foreign Partners,” Thompson Hine Business Law Update, Summer 2019
- “Ohio Budget HB 166 Contains Income Tax Credit for Investments in Qualified Opportunity Zone Funds,” Thompson Hine Qualified Opportunity Zones Update, July 10, 2019
- “New IRS FAQ Permits Section 1231 Gains invested in a QOF During 2018 to be a Qualifying Investment,” Thompson Hine client advisory, July 1, 2019
- “Treasury Comment Introduces Approach for Purchasers of Non-qualifying QOF Interests to have Qualifying QOF Interests,” Thompson Hine client advisory, July 1, 2019
- “Opportunity Zone and Startup Tech Companies IRS Guidance: Round Two Summary,” Thompson Hine Qualified Opportunity Zone Alert, May 9, 2019
- “Opportunity Zone IRS Guidance: Round Two Summary,” Thompson Hine Qualified Opportunity Zone Alert, May 7, 2019
- “SB 8 Reintroduces Ohio Income Tax Credit for Investments in Qualified Opportunity Zone Funds,” Thompson Hine client advisory, February 2019
- “Congress Delivers a Gift for Charitable Business Owners,” Cleveland Metropolitan Bar Association Bar Journal, 2018
- “Contributions to quasi-governmental public-private partnerships,” The Tax Adviser, August 1, 2017
- “Renting out your home during the 2016 Republican National Convention: windfall or tax liability?” Crain’s Cleveland Business, June 16, 2015
- “Private Letter Rulings Help Six Ohio Land Banks Aggressively Pursue More Land Donations,” Ohio Township Association Ohio Township News
- “Navigating Cleveland’s Thriving Startup Ecosystem,” Thompson Hine Startups Streamlined Webinar, April 2024
- Cleveland Tax Institute, various presentations
Professional Associations
- Cleveland Metropolitan Bar Association, Cleveland Tax Institute Committee Member
- Tax Club of Cleveland
- American Bar Association, Section of Taxation
Community Activities
- Family Connections, Vice President
- Cleveland Leadership Center, Bridge Builders, Class of 2025
- Cleveland Leadership Center, OnBoard Cleveland Class of 2018
Education
- New York University School of Law, LL.M., 2019
- Cleveland State University College of Law, J.D., 2014, magna cum laude,
Cleveland State Law Review, executive editor (2013–2014), associate (2012–2013)
- Baldwin-Wallace College, B.A., 2008, summa cum laude
Bar Admissions
- Ohio
Court Admissions
- U.S. District Court for the Northern District of Ohio
- U.S. Tax Court
Languages
- French
- New Ventures Update – April 2024, April 30, 2024
- New Ventures Update – March 2024, March 27, 2024
- Tax Court Addresses Limited Partners’ Self-Employment Tax Status,
Tax Update
, December 4, 2023 - Risks and Rewards of Purchasing Renewable Energy ITCs,
Tax Analysts
, November 29, 2023 - Tax Changes in Ohio’s Biennial Budget Benefit Individuals and Businesses Alike,
Tax Update
, July 7, 2023 - Section 1031 Final Regulations Defining Real Property and Effect on Qualified Intermediary Exchanges,
Tax Update
, April 15, 2021 - Consolidated Appropriations Act, 2021: Implications for Business,
COVID-19 Update
, December 30, 2020 - Qualified Opportunity Fund Investment Extension from IRS Doesn’t Grant Full Relief,
Qualified Opportunity Zones Update
, September 28, 2020 - Business Law Update – Spring 2020,
Thompson Hine Newsletter
, May 5, 2020 - IRS Grants Relief to Deadlines for “Like-Kind” Section 1031 Exchanges,
COVID-19 Update
, May 1, 2020