About

Provided by Troutman Pepper Locke LLP

We provide comprehensive services to domestic and international clients on multinational, federal, state, and local tax issues, guiding clients through the ever-changing maze of tax issues to efficiently manage their tax responsibilities and handle global tax liabilities. Our clients appreciate our sophisticated, practical, and business-sensitive advice as they execute complex transactions, manage their workforces, and run their operations.

We have experience across all major industry sectors, including health sciences, private equity, manufacturing, financial services, insurance, energy, and real estate. Our well-resourced team helps clients navigate the complexities of inbound and outbound tax issues, develop and implement strategies that support their tax plans, and comply with the rules of multiple jurisdictions.

We assist clients with a wide range of tax-related legal challenges including:

  • Structuring, negotiating, and documenting complex transactions, including mergers and acquisitions, public offerings, joint ventures, and corporate restructurings;
  • Advising on operational issues such as IP and foreign tax credit planning, and supply chain structuring;
  • Working with in-house accounting, tax, and legal departments to take appropriate filing positions, including the application of tax treaties and private letter rulings;
  • Handling tax controversies at all levels; and
  • Counseling tax-exempt organizations on all aspects of their compliance requirements and operations.

Chambers Review

Provided by Chambers

Tax - Pennsylvania

1
Band 1

What the Team is Known For

Troutman Pepper Locke LLP excels at representing clients in cross-border transactions and in federal tax controversies. The firm maintains a diverse client base, which includes private equity funds and a range of public and private companies. Its experience includes providing tax planning counsel to life sciences entities undertaking international expansions.

On 1st January 2025, Troutman Pepper and Locke Lord merged to form Troutman Pepper Locke LLP.

Work Highlights

Provided by Troutman Pepper Locke LLP

  • The firm provided Apax Partners with US federal tax advice for an acquisition, with cross-border elements in the UK and Spain.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Joan C. Arnold
1
Joan C. Arnold
1
Band 1
Joan Arnold chairs the tax and private client practice group and is a recognized authority in the market. She focuses on the tax elements of cross-border M&A transactions as well as international tax law.
"She is an outstanding tax attorney."
"She's a superior tax lawyer with a lot of experience and has worked on some of the highest profile cases."
"She is a well-respected federal tax attorney."
Howard S. Goldberg
2
Howard S. Goldberg
2
Band 2
Howard Goldberg offers expertise in tax planning related to a range of domestic and international transactions, including M&A, dispositions and reorganizations.
"Howard is a very knowledgeable tax professional, who takes time to consider the issues rather than just churning through the work to get it done."
"I appreciate his judgment in considering when to bring issues to the business and when they can be handled by the lawyers."
"I trust that Howard will provide timely and accurate advice, and will spot any issues that could impact a deal."
Saba Ashraf
2
Saba Ashraf
2
Band 2
Saba Ashraf has substantial experience in corporate and partnership tax matters, including advising on domestic and international M&A, buyouts and joint ventures.
"Saba is a fantastic tax attorney. She is quick to understand complex deal structures and deliver sophisticated tax analysis and planning."
"She uses her experience and knowledge to produce creative solutions to issues surrounding our deals."
"She knows her subject matters very well and is very responsive and practical in her advice and can solve problems well."
Morgan Klinzing
3
Morgan Klinzing
3
Band 3
Morgan Klinzing has an impressive ability to handle federal and international tax matters.
"Morgan is really thorough, smart, knowledgeable and practical."
"Her support is highly valued. Morgan is technically strong, communicates clearly and manages engagements very well."

Ranked Lawyers at
Troutman Pepper Locke LLP

Provided by Chambers
Filter by
Band

Pennsylvania

Tax

Joan C. Arnold
1
Joan C. Arnold
1
Band 1
Howard S. Goldberg
2
Howard S. Goldberg
2
Band 2
Saba Ashraf
2
Saba Ashraf
2
Band 2
Morgan Klinzing
3
Morgan Klinzing
3
Band 3

Members

Provided by Troutman Pepper Locke LLP