Daniel F. Albert
13715 Sumount Pines Dr., Houston, TX 77083 * (832) 276 - 6767 (c)
.
EDUCATION
Northwestern University School of Law and Kellogg School of Management Chicago,
IL
Master of Laws in Taxation with Honors May 2007
* Concentration in International and Corporate Tax
North Carolina Central University School of Law Durham, NC
Doctor of Jurisprudence, cum laude - Top 15% May 2006
* Honors: Spes Bona Academic Achievement Award - Highest Improved GPA; Law
Review - Senior Editor; Moot Court Board - Vice Chairman
* Activities: Trial Advocacy Board - Texas Young Lawyers Association National
Trial Competition Participant; Intellectual Property Society - Chairman
* Concentration in Tax and Intellectual Property
University of New Orleans School of Business New Orleans, LA
Master of Business Administration with Highest Honors May 2002
* Honor: MBA Academic Achievement Award - Highest Class GPA of 4.0
* Concentration in Finance and Accounting
Tulane University School of Engineering New Orleans, LA
Bachelor of Science in Biomedical Engineering May 1999
WORK EXPERIENCE
Hawkins, Delafield & Wood, LLP New York, NY
Tax Bond Counsel - General Obligation and Housing Municipal Bonds February 2009
- February 2010
* Reviewed contracts, financial and official statements, tax certificates, and
any other financial documents relating to the issuance of municipal bonds.
* Performed due diligence and compliance, researched tax issues, and drafted
legal memos and client letters.
* Issued tax opinions certifying the tax-exempt status of general obligation
and housing municipal bonds.
United States Tax Court Washington, DC
Attorney Advisor to Honorable Maurice B. Foley March 2008 - February 2009
* Performed significant tax research, evaluated trial documents and records,
and crafted Tax Court opinions.
* Performed research and analysis to assist the Judge in trial preparation and
advised him on new changes in tax law and regulations.
* Experienced significant exposure to complex tax issues and substantive
statutory interpretation.
KPMG, LLP Houston, TX
Tax Senior Associate - International Corporate Tax Services June 2007 - March
2008
* Researched and analyzed federal and international tax issues including
transfer pricing, cross-border transactions, corporate reorganization, Subpart F
income, foreign tax credit, and branch profits tax.
* Provided clients with complex international corporate tax planning and merger
and acquisition advice.
* Drafted opinion, engagement, and client letters.
JP Morgan Chase Bank Houston, TX
Personal Banker June 2002 - August 2003
* Provided superior customer service to the customers' banking needs, including
management of bank accounts, loans, mortgages, etc.
* Analyzed customers' financial portfolio and recommended appropriate banking
and financial products to meet their financial goals.
* Met or exceeded the Bank's sales quota every quarter and strived to exceed
every customer's expectations.
BAR ADMISSIONS, CERTIFICATIONS, AND INTERESTS
* U.S. Patent and Trademark Office (2005), Texas (2006), U.S. Tax Court (2008),
New York (2009)
* Series 6, Series 63, and Series 26; Life, Health, and Accident; Annuity;
Microsoft Certified Systems Engineer
* Ballroom dancing, tennis, golf, martial arts, world travel, computers,
volunteering, & community service
* Candidate for CPA and CFA
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