OVERVIEW

The goal of the Tax group is to help clients achieve business objectives with a minimum tax burden. Together with colleagues in various practice groups throughout the firm, our lawyers work with clients to identify and execute the most tax-efficient solutions available for their unique needs.

Our lawyers assist clients with issues including federal, state, local and international tax planning and the formation, operation and liquidation of various business entities. We stay abreast of the changing tax landscape and advise our clients accordingly, keeping their business interests at the forefront. Ultimately, our goal is to develop practical approaches that are consistent with individual and business objectives while reducing the overall tax burden whenever possible.










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Representative Matters

  • Worked with the owner of a privately held business in its acquisition by a private equity firm while deferring a significant portion of the owner’s gain from the ‘sale’ of such business
  • Designed, guided and implemented family office structures in excess of $1B to achieve investment, tax planning, asset protection and estate planning objectives
  • Worked with a number of clients to qualify for and utilize state income tax credits to minimize their overall tax burden and improve the bottom line
  • Worked with numerous boards of directors and other business owners to create equity incentive compensation plans for key employees that provided significant income tax benefits, including deferral of the recognition of income
  • Represented a family business in a multifaceted IRS audit that resulted in a settlement in U.S. Tax Court where the multimillion dollar assessment was substantially reduced
  • Amended and restated hundreds of qualified and nonqualified deferred compensation plans in compliance with annual and cyclical requirements and IRC §409A
  • Resolved multiple IRS audits on issues ranging from tax credits, gains, losses, and depreciation adjustments, often in a determination of no change
  • Represented numerous clients in voluntary disclosure programs (including foreign bank accounts reporting, or FBAR), avoiding hundreds of thousands of dollars in penalties, and reducing additional taxes and interest that would otherwise be payable to taxing authorities
  • Formed, qualified, and operated tax-exempt organizations of all sizes on a national and international level
  • Served as lead counsel and principal in structuring and planning international commodities transactions
  • Served as lead tax counsel for private entity mergers, acquisitions, and reorganizations in excess of $1B
  • Served as contract and lead tax counsel for sale of payment processing company

NEWS & RESOURCES

  • Publication

    Corporate Transparency Act Déjà vu – The More Things Change The More They Stay The Same
  • Publication

    Corporate Transparency Act – Fifth Circuit Lifts Preliminary Injunction – FinCEN Extends Deadline to January 13, 2025
  • Publication

    The 12 Days of Year-End Estate Planning
  • Publication

    Simplifying Trustee Compliance with the Corporate Transparency Act
  • Publication

    Philadelphia Delays 2025 Assessment Notices in Face of Billion Dollar Loss in Commercial Assessment Values
  • Publication

    New York City Faces Property Tax Appeal Deadline Amid Real Estate Challenges
  • Publication

    Virtual Currency Ventures: Navigating Tax and Accounting Waters for Success
  • Publication

    Revised Common Level Ratios Provide Opportunity for Pennsylvania Commercial Property Tax Savings
  • Publication

    Proposed Legislation to Alleviate Tax Reporting Burdens for Small Businesses and Casual Sellers That Conduct Online Sales
  • Publication

    Maryland Digital Advertising Tax Survives In Recent Supreme Court Decision
  • Publication

    Appellate Court Upholds Denial of Property Tax Exemption to Non-Profit
  • Publication

    Supreme Court Rules for Taxpayers on Non-Willful FBAR Penalties
  • Publication

    Philadelphia Extends Deadline for First Level Reviews of Tax Assessments
  • Publication

    Fourth Quarter Alert: 100% Bonus Depreciation Deduction Expires December 31, 2022
  • Publication

    Inflation Reduction Act
  • Event

    Non-Profit Healthcare Organizations: How to Keep Your Property Tax Exemption
  • Event

    Islamic Law and Finance in the US Tax System
  • Publication

    Seven Takes on the Tax Impacts of the War in Ukraine
  • Publication

    2022 Tax Filing Season: Nine Things You Need to Know
  • Publication

    ‘Non-Charitable’ Nonprofit Hospital Ordered to Start Paying Property Taxes
  • Event

    Tax and Accounting Issues in Mergers and Acquisitions
  • Publication

    Non-Profit Hospital Ordered to Pay Property Taxes: A Shot Across the Bow
  • Publication

    US Supreme Court’s Oral Argument in California v. Texas: Reports of the Affordable Care Act’s Demise May be Greatly Exaggerated
  • Publication

    Are We Nearing the End of the ACA?: Return to California v. Texas
  • Publication

    New York State Legislature Considers Extending Mortgage Recording Tax to Mezzanine Debt and Preferred Equity
  • Publication

    Recent Guidance on Employee Payroll Tax Deferral: Implementation Steps and Employer Discretion
  • Publication

    Debt Forbearance/Settlement Agreements: One of the Most Important and Often Overlooked Clauses
  • Publication

    Federal Tax Return Filing and Payment Update IRS Notice 2020-23
  • Event

    What Your Business Owner Clients Need to Know
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