Find Lawyers in New York, United States for Tax Law
Practice Area Overview
The structure of a transaction can significantly affect its tax consequences, and very small changes in structure or in the underlying facts can have enormous tax significance. Tax lawyers design structures with those consequences in mind, while also taking into account the parties’ commercial goals, timing issues, and any other legal or accounting considerations. The tax treatment of some transactions — such as a “spin-off,” where a company distributes subsidiary stock to its shareholders — is highly complex, and tax lawyers may assist clients in obtaining confirmation of their transactions’ tax consequences from the IRS in the form of a private letter ruling.
Tax lawyers also review and negotiate the terms of the transaction, ensuring that the legal agreements implement the deal in a manner consistent with its intended structure. The agreements also govern the relationship between the parties. They may help the parties understand the intended tax treatment, identify certain tax exposures, and allocate responsibility between the parties for any taxes that may apply.
Tax lawyers also work with clients to determine the most tax efficient manner of carrying on ongoing business operations, taking into account federal, state, local, and international tax considerations.
On occasion, tax-related disputes arise between the parties to a transaction or with the IRS or another taxing authority. Tax lawyers may represent clients in administrative proceedings, private settlement negotiations, or litigation related to these controversies.
Tax lawyers are responsible for providing technical advice and analysis, but must fully understand the overall business transaction in order to do so. The best lawyers give advice in a way that is clear, thoughtful, and business-minded. Tax lawyers need to be closely involved in a transaction from the very beginning and throughout the transaction, in order to be able to give the best advice on an ongoing basis and to be able to modify the structure, if necessary, in response to any changes to the business terms of the transaction.
Stephen L. Gordon, Partner
Andrew W. Needham, Partner
Lauren Angelilli, Partner
Cravath, Swaine & Moore
Megan L. Brackney has a distinguished track record of delivering exceptional results for clients facing complicated and difficult tax issues. An expert in the interplay between civil and criminal tax controversies, Ms. Brackney develops innovative strategies to resolve compliance concerns, civil audits, and criminal investigations. Ms. Brackney also advises clients on tax issues that arise in other contexts, such as business and matrimonial disputes, and she represents clients in litigation i...
Kevin M. Flynn is a forceful advocate with proven skills in litigating federal civil and criminal tax controversies for clients with complex tax challenges. Mr. Flynn’s particular experience in civil tax issues has led to him trying and winning numerous tax cases involving a broad range of corporate, partnership, personal income tax, and employment tax issues. Mr. Flynn’s strong negotiating skills and business judgment have allowed him to achieve extraordinary results for clients ...
Patrick Gallagher handles structuring and tax aspects of complex domestic and cross-border transactions for private equity and other clients, including acquisitions and divestitures, fund formation, public offerings and other financings, and restructurings. Patrick has been named as a leading tax attorney in both Chambers USA, America's Leading Lawyers for Business (annually since 2005), which describes him as "someone who solves problems," has a "wonderful presence," and "[pays] scrupulous a...
David has more than 30 years of experience representing a wide variety of clients, with special emphasis on the power, infrastructure, and transport sectors. He has extensive experience advising investment funds, equity investors, public authorities, asset operators, lenders, and manufacturers in the tax structuring and implementation of sophisticated domestic and cross-border mergers, acquisitions, and financing transactions. Please read more here: https://www.winston.com/en/who-we-are/profe...
When clients face complex state tax controversy issues, they come to Zach Gladney no matter the jurisdiction. Whether he is litigating a high-profile tax case, counseling clients on audits or administrative proceedings, or advising on M&A and restructuring tax issues, Zach’s steady approach puts his clients at ease. Zach is a partner in the firm’s State & Local Tax Group, concentrating his practice on complex state tax controversy in jurisdictions across the country and so...
Edward Gonzalez handles the tax aspects of a variety of transactions, including mergers and acquisitions, U.S. and non-U.S. financial instruments, leveraged buyouts, private equity investments, cross-border financial transactions, debt restructurings, asset-based financings, derivatives and tax controversies. Mr. Gonzalez has advised investment banks, corporations and investment partnerships in the structuring of various acquisitions, financings and refinancings. He also has represented Austr...
Bill’s practice is focused on tax planning for multi-national and multi-state personal, active business, and investment activities, with a particular emphasis on tax structuring and choice of business entity for US and non-US business owners and investors. He has represented a wide variety of private and public businesses including family owned, start-ups and multi-million dollar enterprises on purely domestic as well as inbound and outbound business transactions, cross-border investmen...
John T. Lutz advises clients on the tax aspects of investment funds, structured finance, derivatives and structured products. He also counsels clients on matters related to insurance products, investment tax credits, conventional US and cross-border securities offerings, and corporate mergers and acquisitions. John represents a number of tax-exempt organizations in connection with their investment activities and incentive compensation arrangements. Read full biography: https://www.mwe.com/peo...
Joseph Opich is a partner and chair of the Tax practice of Paul Hastings and is based in the firm’s New York office. He practices in the areas of federal and state tax law, finance, real estate and securities law. Mr. Opich concentrates his practice in analyzing the tax issues arising in real estate transactions, mergers and acquisitions of business entities, including leveraged transactions, the organization and restructuring of joint ventures, capital markets transactions and tax issu...
David Rievman, Global Head of Skadden’s Regulatory Practices, advises U.S. and non-U.S. clients with respect to the tax aspects of complex transactions, including U.S. and cross-border mergers and acquisitions, financings, divestitures (including spin-offs), financial restructurings and recapitalizations, joint ventures, and other business transactions. He represents public corporations, privately held businesses, investment banks, and private equity and other sponsor entities. Signific...
Arthur R. Rosen focuses his practice on tax planning and litigation relating to state and local tax matters for corporations, partnerships and individuals. Formerly the deputy counsel of the New York State Department of Taxation and Finance, as well as counsel to the governor’s Temporary Sales Tax Commission and tax counsel to the New York State Senate Tax Committee, Arthur has also held executive tax management positions at Xerox Corporation and AT&T. He has worked in accounting an...
Jared Rusman is a tax partner in the New York office of Kirkland & Ellis LLP. Jared has been nationally recognized in federal income tax matters. His practice is devoted to all aspects of corporate and partnership tax matters, with a particular emphasis on the tax aspects of domestic and cross-border mergers, acquisitions, joint ventures, restructurings, divestitures, and spin-offs and split-offs for public and private companies.
Jonathan D. Schechter’s practice and experience includes business counseling and corporate law, commercial real estate and financing, estates, trusts, taxation and cross-border and business tax planning. Using his in-depth knowledge of tax law, he assists owners of both publicly traded and closely held businesses with their legal needs as well as their personal estate planning. Jonathan provides day-to-day counsel and representation to publicly traded companies, small business enterpris...
Michael Schiavone has provided legal guidance to businesses for 30 years. He concentrates his practice in the areas of business law, commercial real estate, and estate planning. Mr. Schiavone is experienced in regularly counseling clients in a wide array of legal matters, including: Commercial lending and financial transactions Mergers and acquisitions Corporate, partnership, and limited liability matters Business formation Business succession planning Contract negotiation and dispute resolut...
Dean Shulman is a tax partner in the New York office of Kirkland & Ellis LLP. He represents clients on a wide range of U.S. and international tax matters, including mergers, acquisitions, divestitures, tax-free spin-offs, leveraged buyouts, initial public offerings and the formation of funds. Dean has extensive experience advising on and structuring transactions, including partnership workouts and restructurings, and like-kind exchanges, as well as transactions involving the formation and...
Marc Simonetti advises and represents business clients on matters across the United States in all areas of state and local taxation, including income, franchise, sales & use tax, and gross receipts tax. He represents clients in tax controversy matters, advises clients on uncertain tax positions, counsels clients on tax planning engagements, and works with clients on tax policy matters. Marc zealously represents his clients in controversy matters from audit through litigation-defending the...
For more than thirty-five years, Bryan C. Skarlatos has represented corporations and individuals in sensitive matters, many of which involve negotiation or litigation with government agencies. He has significant experience in federal and state tax audits, appeals and litigation, criminal tax investigations, and white-collar criminal prosecutions. Mr. Skarlatos also has an active practice providing tax and estate planning advice. Mr. Skarlatos is often retained to evaluate the strength of tax ...
Edward Tanenbaum is co-chair of the firm’s Federal & International Tax Group and a member of the firm’s Global Services & Strategies Committee. Mr. Tanenbaum’s practice consists primarily of planning and structuring tax efficient solutions for cross-border business transactions and investments by foreign multinational corporations and high net worth individuals including through the use of double tax treaties. He has also advised on the various U.S. anti-deferral tax...
Zhanna A. Ziering, a tax controversy and litigation attorney, is a Member in the Firm’s New York office. Ms. Ziering’s practice focuses on representing individual and entity clients in civil and criminal tax disputes with federal and state governments as well as in regulatory proceedings. She defends both individual and entity taxpayers before the U.S. Tax Court, federal and state courts, and administrative agencies, including the Internal Revenue Service, the Department of Justic...
George Davis is a partner in the firm’s Business Law Department and Tax practice. Mr. Davis represents financial and strategic clients with respect to federal income tax matters across a variety of industries on taxable and tax-free mergers, acquisitions and divestitures, joint ventures, real estate transactions, and restructurings.
Sophia Han is a tax partner in the New York office of Kirkland & Ellis LLP. Sophia's practice focuses on the tax aspects of domestic M&A and the renewable energy sector. She regularly advises project sponsors, tax equity investors and lenders on energy tax credits, project developments and financings, and M&A transactions for wind, solar and energy storage assets. Sophia represents clients on a variety of other federal income tax matters. Her experience also includes advising clie...
Katie Quinn is a partner in the Tax Practice Group. She advises businesses across the country on state and local tax planning and tax controversy matters. Katie advises multinational, national, and regional businesses, as well as high-net-worth individuals, on the full spectrum of state and local tax matters. Katie understands how tax strategies fit into her clients’ broader business goals and offers practical, actionable advice to help ensure compliance and resolve disputes with tax au...
Colleen Spain is a tax lawyer advising individuals, businesses, and not-for-profit organizations on a broad range of federal, state, and local tax issues. Colleen helps clients prepare for and manage disputes with the Internal Revenue Service, the New York State Department of Taxation and Finance, and the New York City Department of Finance. Her experience includes handling audits, appeals, negotiations with taxing authorities, protests, and collection due process hearings. Colleen also regul...
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