Herman Spence

Public Finance

Taxation

Herman Spence handles the tax aspects of mergers, acquisitions, financings, and other corporate and real estate transactions. Herman also assists clients with tax audits and appeals, and he provides tax support to the firm’s public finance attorneys.

The following is a representative list of the tax areas in which Herman practices:

Stock and asset acquisitions

Tax-free mergers and reorganizations

Structuring LLCs and partnerships

Buyout, venture capital and other investment funds

Choice of entity analysis

Like-kind exchanges

Structuring financings

Financial instruments

Debt workouts

Executive compensation, including stock options, other incentive compensation and dealing with limitations on deductions

State taxation

Organizing and advising tax-exempt entities and obtaining 501(c)(3) determination rulings

Tax-exempt bonds, including financings for governmental units, exempt hospitals and educational institutions, and exempt facilities

International taxation

Family partnerships, including gifting and valuation issues

Obtaining private letter rulings

Tax audits, litigation and other controversies

Structuring litigation settlements

General tax planning