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.

Ranked Lawyers at
Ballard Spahr LLP

Provided by Chambers
Filter by
Band

Pennsylvania

Tax

Wendi Kotzen
1
Wendi Kotzen
Head of Tax
1
Band 1
Christopher Jones
3
Christopher Jones
3
Band 3

Members

Provided by Ballard Spahr LLP

Jonathan Flora

Peter Hardy

Wendi Kotzen

Wendi Kotzen

Head of Department