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Services Available
We serve as regular tax counsel to major corporations, and also represent medium-sized businesses, tax-exempt organizations, trusts and estates and individuals.
International
Baker Hostetler offers the full complement of international tax advice on both outbound and inbound tax issues. The Baker Hostetler team has significant experience handling multibillion-dollar international merger, acquisition and disposition transactions, cross-border financing transactions, cross-border planning issues (including, where necessary, obtaining private rulings), treaty issues, transfer pricing matters (including, where necessary, advanced pricing agreements, pre-filing agreements, and Competent Authority advice), and controversy matters.
In addition to handling large transactions and case matters, the Baker Hostetler team regularly provides efficient and practical advice to small and mid-size businesses expanding their operations and opportunities globally. Overseas investment opportunities are becoming increasingly more attractive in the private capital markets; the Baker Hostetler international tax team has become a critical component to the firm's broader, market leading private equity advisory group.
State/Local Tax
In states across the country, Baker Hostetler is an effective advocate for clients in their disputes with state and local taxing authorities. We frequently negotiate or litigate favorable outcomes in tax disputes. We have made numerous successful appearances before state supreme courts.
We often advance client interests before legislators, policymakers and administrators with respect to state tax matters. At the local level, we help clients explore and implement property tax abatement opportunities and enterprise zones to promote new business investments and real estate developments.
Transactional
We advise both publicly-traded companies and private entities and their owners on the federal, international, state, and local tax implications of their mergers, acquisitions, sales and other transactions. Our tax lawyers have developed sophisticated techniques relating to the purchase, sale and financing of publicly traded and privately held companies, and the maintenance of management and ownership continuity for closely held business enterprises.
We remain at the forefront of the use of limited liability companies, partnerships, joint ventures and subchapter S corporations to own and operate business activities. Our tax lawyers have substantial experience in planning and implementing tax-oriented investment opportunities that involve Real Estate Investment Trusts (REITs), sale-leasebacks, leveraged leasing and other ventures.
Tax Controversies
Our Tax Controversy Team has experience in all major areas of tax controversy, successfully representing clients before the IRS Appeals Office, in alternative dispute resolution, in IRS National Office matters, before the U.S. Competent Authority, and in IRS examination. We have won precedent-setting victories in the U.S. Tax Court, U.S. Court of Federal Claims, U.S. District Courts, U.S. Courts of Appeals, the U.S. Supreme Court, and state and local trial and appellate courts.
Tax controversies require experienced tax lawyers with litigation skills. Our Tax Controversy Team is led by senior attorneys with deep tax policy experience, seasoned trial litigators, and skilled appellate advocates with a record of creativity and achievement. Our attorneys have extensive practical experience, working relationships with the IRS and Department of Justice, and prior service in government and industry.
Our Tax Controversy Team analyzes problems to their core at the onset of a tax controversy and uses that analysis to guide responses to IRS activities and positions. We advise our clients concerning cost-effective potential solutions while anticipating and preparing for litigation. Our clients work directly with senior tax lawyers who are able to direct use of client and Firm resources effectively with victory in mind. Our approach to the resolution of tax controversies is forged from experience and proven to be effective.
Tax Shelter Compliance
Our Reportable Transactions Services team takes a proactive and practical approach to dealing with the complex web of regulations that require disclosure of tax shelters-or potentially abusive tax avoidance transactions. The current disclosure rules require careful analysis and interpretation, particularly in view of significant new penalties for failure to comply.
Our team has designed and implemented systems that help clients ensure compliance with the reportable transaction disclosure rules on a cost-effective basis. We offer an alternative to expensive, off-the-shelf compliance "packages" sold by other service providers. Our extensive experience lets us target situations and issues where there are significant disclosure risks.
We provide independent, timely, and cost-effective reviews of both proposed and executed transactions to determine whether disclosure is required. We work together with clients to find an overall solution for a potentially reportable transaction -- one that takes into account their existing corporate risk minimization policies. We provide responsible advice that takes into account penalty protection and privilege alternatives.
In fact, you might say that we "wrote the book" on reportable transactions. Members of our team co-authored BNA Tax Management Portfolio 798, Tax Shelters and often participate in cutting-edge forums on tax shelter policy. One of our team members was a primary author of the final tax shelter regulations.
About Our Tax Team
With a team of more than 80 lawyers -- many of whom have served as senior government tax advisors and have received substantial leadership recognition within the legal profession -- Baker Hostetler's national tax practice offers unsurpassed resources to our clients. We can handle any tax planning matter or tax controversy at the state, federal or international level, and have the insight and experience to make the Tax Code work to our clients' advantage.
About Baker Hostetler
Baker Hostetler lawyers help clients establish, maintain and protect market-leading positions across the United States and around the world. We offer clients the strength of 600+ lawyers in a full range of practices, a unique geographic platform including both the coasts and the center of the country, a deep knowledge of industry issues and a 90-year track record of excellence and achievement.
For more information about our Tax practice, contact:
National Leader
Jeffrey Paravano
202.861.1770
jparavano@bakerlaw.com
Cincinnati
William Appleton
513.929.3403
wappleton@bakerlaw.com
Cleveland
Christopher J. Swift
216.861.7461
cswift@bakerlaw.com
Columbus
Edward J. Bernert
614.462.2687
ebernert@bakerlaw.com
Costa Mesa
George Mooradian
714.966.8800
gmooradian@bakerlaw.com
Denver
Raymond L. Sutton, Jr.
303.764.4103
rsutton@bakerlaw.com
Houston
Lisa Pennington
713.646.1303
lpennington@bakerlaw.com
Los Angeles
Neil Carrey
310.442.8835
ncarrey@bakerlaw.com
New York
Elizabeth A. Smith
212.589.4277
esmith@bakerlaw.com
Orlando
G. Thomas Ball
407.649.4004
tball@bakerlaw.com
Washington, DC
David J. Fischer
202.861.1712
dfischer@bakerlaw.com
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