We advise on tax matters with federal, state and local, and foreign implications, regarding the tax aspects of corporate, financial and real estate transactions; estate planning; and tax aspects of employee benefits/executive compensation. We handle state and local tax planning, controversies, audit defense, and litigation, and advise private clients on tax consequences of matrimonial matters, estate planning and charitable giving.
In advising on tax aspects of investment fund formation, we assist sponsors and investors in the formation of, and transactional work for, private equity and venture capital funds, real estate funds, and hedge funds, and related compensation arrangements, including design of carried interests. We're nationally known for advising foundations and endowments with billions in assets.
Thanks to our experience representing real estate investment trusts on the tax aspects of mergers, acquisitions, joint ventures, credit facilities, and financings, we've achieved considerable success for clients in Section 1031 exchanges, and in structuring foreign investments in U.S. real estate.
Our practice leader's former experience as a CPA in leading global accounting firms has strengthened our advice on tax accounting and tax financial management issues.
Our employee benefits/executive compensation practice was strengthened in 2017 when we welcomed a top team from Pepper Hamilton, with 70 years of combined experience and who have worked together for over 20 years.