Practice Areas & Industries: Duane Morris LLP


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Practice/Industry Group Overview

The Tax Practice Group is an integral part of the firm's transactional practice. We work closely with our business lawyers to structure and effectuate complex transactions from a tax perspective to better fit our client's business objectives. We also maintain an independent tax practice that focuses on public and private domestic and foreign business entities (corporations, partnerships and limited liability companies), private clients and tax-exempt organizations, including federal, state and local tax controversy matters for all of the foregoing.

Many of our lawyers are recognized authorities in their fields, consultants to other professional advisors, frequent speakers and panelists at tax conferences and authors of tax articles and treatises.


Services Available

Business Transactions

Responding to our clients' needs, we provide tax advice in connection with:

  • Choice of Entity
  • Mergers, Acquisitions, Dispositions and Restructurings
  • International Tax Planning
  • Tax Structuring of Workouts and Bankruptcies
  • Real Estate Transactions, including Syndications, REITS and Section 1031 Transactions
  • Venture Capital
  • Low-Income Housing and Historic Rehabilitation Tax Credit Transactions
  • Municipal Bonds
  • Tax-Exempt Entities

State and Local Tax Matters

Our state and local tax attorneys have multistate experience in such matters as:

  • Sales, Use and Gross Receipts Taxes
  • Real Property and Transfer Taxes
  • Required Recordkeeping
  • State Income and Franchise Taxes
  • State Tax Exemptions
  • State Tax Implications of e-Businesses
  • Unclaimed Property Matters
  • State Tax Aspects of Mergers and Acquisitions
  • Tax Amnesty and Tax Disclosure Agreements

International Tax Matters

Duane Morris' international tax attorneys provide United States tax advice to our multinational clients on a wide range of cross-border business activities, including:

  • Cross-Border Transfer Pricing: Planning and Compliance
  • Tax-Efficient Realignment of Foreign Subsidiaries
  • CFC and PFIC Tax Planning
  • Tax Treaty Utilization and Compliance
  • Foreign Tax Credit Planning
  • U.S. Tax Withholding on Payments to Foreign Persons
  • Cross-Border Employee Transfer Planning
  • Pre-Immigration Planning

Civil and Criminal Tax Controversy Practice

Our tax controversy lawyers have in-depth experience in client representation:

  • At Federal Tax Examinations and IRS Appeals Offices
  • Before U.S. Tax Court and Federal Appellate Court
  • At State and Local Tax Examinations and Administrative Proceedings
  • Before State Trial and Appellate Courts
  • In Administrative and Grand Jury Criminal Tax Investigations

Private Clients

Our tax lawyers, working closely with our attorneys in other practice groups, advise private clients on the tax consequences of their activities, including the following:

  • Family Tax and Business Succession Planning
  • Executive Compensation Structures
  • Charitable Giving, including Use of Private Foundations

Group Presentations
  Duane Morris Partner Jenny Wheater to Speak at the 9th Annual Practitioners' Forum: Private Equity Tax Planning and Operations, Central London , April 27, 2015
Articles Authored by Lawyers at this office:

Recent IRS and Congressional Focus on Micro-Captives
Jocelyn Margolin Borowsky,Hugh T. McCormick, May 15, 2015
Captive insurance companies have been used for risk management purposes since the 1960s, when industrial corporations found insurance for their risks either challenging to find in the marketplace, or expensive. One solution was to form wholly-owned and controlled insurance companies (hence the term...

City of Philadelphia Requests Proposals to Implement Online Auction for Sale and Assignment of Delinquent Real Estate Tax Liens
Louise S. Melchor,Brett L. Messinger, May 11, 2015
The City of Philadelphia recently announced a request for proposals to implement an online auction for the sale and assignment of some of the city's delinquent real estate tax liens. The auction will allow third parties to bid on the tax liens, with the successful bidder assigned the lien from the...