Department profile
Ballard Spahr LLP

Tax

USA Guide 2026 : Pennsylvania


Ballard Spahr LLP

Rankings

About

Provided by Ballard Spahr LLP

Transaction Tax Planning

The Tax Group has an excellent reputation for transaction tax planning. This includes all forms of mergers, acquisitions, leveraged buyouts, divestitures, investments and liquidations – involving public and private companies. It also includes analyzing and structuring real estate development and investment vehicles, including REITS, real estate joint ventures, and real estate private equity vehicles. We work with partnerships, limited liability companies, REITS, UPREITS, and DOWNREITS. Our advice includes not only federal tax advice, but also state and local planning, including transfer taxes. We also provide tax reporting advice.

One of our key strengths in tax planning for business transactions is that our attorneys present the unique combination of the following qualities:

  • They have a deep understanding of the technical tax rules and issues;
  • Simultaneously they have a clear understanding of the key points important to business people and non-tax lawyers; and
  • They can adeptly and easily hone on the aspects of transactions important to both groups of people, and achieve the results both are seeking.

The combination of these qualities allows us to provide practical, creative, and comprehensive analysis and solutions.

Chambers Review

Provided by Chambers

Tax - Pennsylvania

Band 3

Band 3


What the Team is Known For
Ballard Spahr is well regarded for its handling of the tax aspects of corporate transactions. It also advises in connection with state and local tax matters and tax controversies. The firm is additionally experienced in representing tax-exempt organizations, including universities and trade associations, as well as private equity funds.

Work Highlights

Provided by Chambers

  • Ballard Spahr continued to advise Parkway Corporation on the tax aspects of the development and construction of a state-of-the-art Center City office building.

Notable Practitioners

Provided by Chambers

  • Band 1Wendi Kotzen
    Band 1Wendi Kotzen

    Wendi Kotzen

    Wendi Kotzen centers her highly acclaimed practice on real estate taxation as well as tax planning and acquisitions. She is well versed in federal, state and local tax law.

  • Band 3Christopher Jones
    Band 3Christopher Jones

    Christopher Jones

    Christopher Jones is recognized for the strength of his transactional tax practice. He is equally at home when advising on local, state or federal taxes.

    • Chris is very easy going and approachable.

      Tax respondentUSA

Ranked Individuals at Ballard Spahr LLP (2)

Pennsylvania

Members

Provided by Ballard Spahr LLP

Ballard Spahr LLP has rankings in the following guides

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