Denise is a Principal in the New York Banking, Capital Markets, and Insurance Tax practice. She has 18 years of specialized experience serving financial services and investment fund clients nationally, primarily on financial institution, financial products, and debt related tax issues. As well, she brings significant experience with investment banking related tax issues including structured transactions, distressed
debt, and income tax accounting.

She works closely with investment banking clients to assist them in implementing regulatory changes in a tax efficient manner. With in-depth experience in tax accounting, she has both directed the tax provision review for SEC registrants and assisted consulting clients with large-scale tax provision calculations. Her tax provision consulting includes assisting clients with the computation of interim and
year-end tax provisions, preparation of provision to return adjustments, the preparation and review of a tax basis balance sheet and analyzing uncertain tax positions in compliance with FIN48.

In addition, Denise works closely with clients regarding issues surrounding the acquisition of financial services companies. These issues include structuring the acquisition, the application of section 382 and the preservation of deferred tax assets, capital planning, as well as issues surrounding the purchase of a distressed debt portfolio (i.e., bad debt deductions, exchanges of debt instruments, non-accrual
issues, market discount, etc.).