We guide our clients through the intricate tax laws of today with an eye toward maximizing benefits, reducing risk and resolving uncertainty.

Our approach

Tax law is complex and constantly evolving.

Companies are looking for strategic partners to provide clear and decisive answers to their tax questions—from resolving controversies and facilitating complex transactions to developing sound tax planning strategies.

Moving quickly and efficiently, we use our business perspective to help clients meet their business objectives.

Our experienced, creative tax attorneys not only monitor, but influence new developments in the tax laws and consistently deliver practical, understandable advice to our clients—from domestic, multinational, multistate and small to middle-market businesses, to nonprofit organizations, estates, trusts and individuals.

We have a deep knowledge of tax law in the following areas:

  • Employee benefits
  • Tax-exempt entities
  • Real estate
  • Syndication
  • Public finance
  • Tax litigation
  • Personal tax planning
  • Estate and trust tax planning

Who we work with

  • Financial institutions
  • Multistate corporations
  • Private clients
  • Middle-market businesses (technology, biotechnology, media, health care, etc.)
  • Manufacturing companies
  • Operating businesses
  • International corporations
  • Individuals in the U.S. and abroad
  • Insurance companies
  • Nonprofits
  • Private equity/venture capital firms

Recent Experience

  • Served as tax counsel for a $500 million tax-free merger of two public companies
  • Won a California client’s tax case against the IRS on summary judgment, avoiding a lengthy trial and favorably resolving the issue for future years
  • Structured and drafted partnership agreements for operating businesses, investment funds, venture funds, leveraged buyout funds, hedge funds and real estate development ventures
  • Designed and completed the post-merger integration and streamlining of two major industry trade associations
  • Structured a complex recapitalization and redemption of stock of a large, privately held multinational corporate group in the manufacturing sector
  • Designed a practical 50-state sales tax compliance strategy for an Internet-based business
  • Obtained IRS Private Letter Rulings and similar assurances from state and local tax authorities
  • Defended clients in: IRS audits, at the IRS Appeals Office, federal tax litigation, state tax audits and litigation in numerous states, and state unclaimed property audits and negotiations
  • Represented clients making voluntary disclosures of offshore accounts to the IRS


  • Recommended as one of the “leading tax firms in the world” in the 6th edition of Tax Directors Handbook 2012, compiled by the publishers of The Legal 500 and Legal Business Magazine.

The Cannabis industry should employ careful tax planning when allocating between cost of goods sold and ordinary business expenses

Cannabis Business Executive | May 09, 2021

Corporate partner and Tax team member Rick Cox and Corporate associate Vince Tennant, both of the New York City office, contributed this article on careful tax planning for cannabis companies, which are denied certain business expenses since cannabis remains illegal at the federal level.

"Devil is in the details" of corporate tax reform

The Well News | April 09, 2021

This article on the Biden administration’s proposal for domestic and global corporate tax reform quotes New York City Corporate partner Rick Cox, a member of the Tax team, on concerns related to a minimum tax, how the revenue threshold has shifted since Biden’s presidential campaign, and possible implications for companies that recently decided to expand globally.

Investment company manager fails to get FBAR case tossed

Law360 | April 09, 2021

This article, on a matter involving penalties assessed by the IRS against an investment company manager accused of an alleged failure to file a foreign bank and financial account form (FBAR), quotes Tax team co-leader and Los Angeles Corporate partner Shahzad Malik on why it was necessary to bring a motion for dismissal.

To deduct interest or depreciation?

Tax Credit Advisor | March 01, 2021

Washington, DC Corporate senior counsel Ken Silverberg is quoted throughout this article on housing-related tax changes brought about by the Tax Cuts and Jobs Act of 2017, and strategies to consider under the tax law.

Federal rule opens tax-equity investment to national banks

Inframation News | January 25, 2021

This article on the new rule by the Office of the Comptroller of the Currency that may allow national banks and federal savings associations to engage in certain tax-equity finance transactions cites a recent NP tax credit alert. The alert was written by Project Finance & Public Finance partner Ellen Friedman and Global Finance senior counsel Larry Fruchtman, both in New York City; Community Development Finance partners Shariff Barakat and Michael Goldman, both in Washington, D.C.; and Boston Community Development Finance partner Forrest Milder.

Federal Estate Tax Law Changes Are Possible in Biden Administration

Rochester Business Journal | December 18, 2020

Rochester Private Clients partner Stephanie Seiffert was quoted in this article for her outlook on estate taxes amid the pandemic and end-of-year best practices for estate planning.

Should You Be in a Hurry to Make Gifts Before the End of the Year

Rochester Business Journal | December 18, 2020

Rochester Private Clients partner Stephanie Seiffert contributed this article for her outlook on estate and gift tax strategies amid the incoming Biden administration, from a state and federal perspective.

INSIGHT: Highlights of the final Opportunity Zone regulations

Bloomberg Tax | January 06, 2020

Boston Community Development Finance partner Forrest Milder wrote this contributed article analyzing the recently finalized IRS regulations governing opportunity zones.

ATB clarifies tax method for ‘entry fee communities’

Massachusetts Lawyers Weekly | August 22, 2019

Boston Affordable Housing and Real Estate partner Jeff Sacks wrote this contributed article analyzing a ruling by the Appellate Tax Board on the proper method of determining real estate taxes for senior living facilities that use an entry fee model. Boston law clerk Thomas Jackson contributed to the article.

How federal tax reform has impacted real estate | May 20, 2019

Los Angeles Public Finance and Project Finance partner Rudy Salo says the impact of federal tax reform, which included a $10,000 cap on the deduction for state and local taxes, on the real estate market has not been as dire as predicted.

Vendere impianti, attrezzature e macchinari in USA: direttamente o tramite la propria filiale statunitense?

Wolters Kluwer’s Fiscalità Commercio Internazionale | February 12, 2019

In this contributed article to Wolters Kluwer’s Italian business publication, Chicago Corporate partners Chuck Bernardini and Frank Emmons discuss state and federal tax, customs and corporate considerations for an Italian manufacturer exporting plants, equipment and machinery to the USA, particularly whether to do so directly or through a U.S. subsidiary.

Issues to Watch: 18 of the biggest policies and problems legislatures will confront in 2019

Governing | January 01, 2019

Los Angeles Project Finance and Public Finance partner Rudy Salo is quoted in this article discussing how taxpayers across the country are likely to pay higher bills this April due to the new $10,000 cap on federal deductions for state and local taxes.

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